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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

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Dow Theory: A Concerning Divergence Or Artifact?

By Michael Lebowitz and Lance Roberts | Oct 31, 2025 | Daily Market Commentary
Dow Theory is a market tool developed by Charles Dow in the very early 1900s. Dow also created the Dow Jones Industrial Average. The basic gist of Dow theory is that market trends are confirmed when gains or record highs are established in the broader market indexes, and then confirmed by similar trends and/or record highs in the Dow Jones Transportation Index. Over 100 years ago, when he proposed the Dow Theory, the US was much...
Portfolio Trade Alert – October 21, 2025

Portfolio Trade Alert – October 21, 2025

By Lance Roberts | Oct 21, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We are rebalancing both models as we head into the seasonally strong period of the year. In the Equity model, we are bringing META, AMZN, JPM, and KMI to target weights and selling all of NOW for the tax loss heading into year-end reporting. In the ETF model, we are rebala...
Friday Favorites: Snowflake (SNOW)

Friday Favorites: Snowflake (SNOW)

By Michael Lebowitz | Dec 20, 2024 | PRO BLOG
Snow is a data storage platform that allows its clients access to data and analysis of their data from the cloud. SNOW shares have been up about 50% over the last few weeks on strong sales and an optimistic outlook, as reflected in its most recent earnings report. However, despite the robust performance, it is still slightly lower for the year and well below its peak in late 2021.  
Retail Leverage Goes to Extremes

Retail Leverage Goes to Extremes

By Lance Roberts | Oct 25, 2025 | PRO NEWSLETTER
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