Contact Us    855-RIA-PLAN (855-742-7526)

SimpleVisorTM Insights is where the RIA Professionals post their latest thoughts, commentary and analysis to keep you ahead of ever changing markets. Find our latest commentary and videos below. All of our past articles and videos are archived in each of the links above.

Latest Posts

'.get_the_title().'

The Economic Surprise Index Helps Explain Higher Yields

By Michael Lebowitz and Lance Roberts | Oct 15, 2024 | Daily Market Commentary
The Fed cut rates on September 18th and many expect them to follow through with more rate cuts in the coming meetings. Yet bond yields have steadily risen. Why is this occurring? While there are many answers, it boils down to two primary reasons. As we will explain, the Citi Economic Surprise Index is rising. Furthermore, as we noted on numerous occasions leading to the FOMC meeting, bond prices were very overbought.The Citi Economic Sur...
Portfolio Trade Alert – October 15, 2024

Portfolio Trade Alert – October 15, 2024

By Lance Roberts | Oct 15, 2024 | PRO TRADING
Trade Alert - Equity & ETF Model We added to our energy exposure a couple of months ago, expecting a counter-trend rally in energy stocks from a move higher in oil prices. Shortly afterward, the conflict between Israel and Gaza escalated and spilled over into Iran. With the situation stabilizing, oil prices have peaked short-term, so we will rebalance our ene...
Friday Favorites: T-Mobile (TMUS)

Friday Favorites: T-Mobile (TMUS)

By Michael Lebowitz and Nick Lane | Oct 11, 2024 | PRO BLOG
T-Mobile (TMUS) Last week’s Friday Favorites ran a stock screen to help identify stocks with high P/E ratios but high anticipated growth rates. In other words, we were looking for GARP, growth at a reasonable price. The results were limited per the paragraph below: Our screen seeks to find established com...
NFIB Survey Poses Risk To Bullish Forecasts

NFIB Survey Poses Risk To Bullish Forecasts

By Lance Roberts | Oct 12, 2024 | PRO NEWSLETTER
By Lance Roberts | October 12, 2024