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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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Abel Takes Charge at Berkshire Hathaway

By Michael Lebowitz and Lance Roberts | Aug 12, 2026 | Daily Market Commentary
Greg Abel just completed his first full quarter as the CEO of Berkshire Hathaway, taking the throne from Warren Buffett. In his first earnings announcement, Abel sent strong signals of a strategic pivot. Most important of these, Berkshire repurchased $4.5 billion of its own stock in the second quarter, its largest quarterly buyback since a similar amount in 2023, and a sharp jump from $200 million in the first qu...
Portfolio Trade Alert – August 11, 2026

Portfolio Trade Alert – August 11, 2026

By Michael Lebowitz | Aug 11, 2026 | PRO TRADING
Trade Alert - Thematic Model Rebalancing- Energy & All-Weather As we wrote in yesterday's Trade Alert, we rebalanced the AI, Infrastructure, and High Dividend Income models. To bring our models back into balance with our preferred weights, we follow today with the Energy and All-Weather models.
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.  
AI Narrative Risk: The Hyperscaler Story Changes Again.

AI Narrative Risk: The Hyperscaler Story Changes Again.

By Lance Roberts | Aug 8, 2026 | PRO NEWSLETTER
🔎 At a Glance AI Narrative Risk: The Hyperscaler Story Changes Again Market Brief & Technical Review