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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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Breadth Is Lacking: Is The Rally Sustainable?

By Michael Lebowitz and Lance Roberts | Apr 24, 2026 | Daily Market Commentary
Having just hit record highs following an historically impressive 13-day winning streak, stocks are susceptible to a pullback or, at a minimum, consolidation. Beyond the direction over the next week or two, the bigger question is what comes after that. The answer to the question will present itself over time. However, in the meantime, we can focus on breadth to help get a step on the market. Regarding breadth, consider that despi...
Portfolio Trade Alert – April 23, 2026

Portfolio Trade Alert – April 23, 2026

By Michael Lebowitz | Apr 23, 2026 | PRO TRADING
Trade Alert - Equity, ETF, Dividend Equity Focused & Factor Rotation Models We made several adjustments to our equity, sector, dividend, and factor rotation models. In the equity model, we sold Berkshire Hathaway as it has underperformed due to its outsized cash position. We replaced it with Exxon and Blackstone Secured Lending (BXSL), a high-quality BDC we b...
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.  
Short Covering Rally Or Is The Bull Market Back?

Short Covering Rally Or Is The Bull Market Back?

By Lance Roberts | Apr 18, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Stocks Surge On Opening Of Strait The market didn’t just recover this week. It made new history. Monday opened with the S&P 500 erasing all losses since the Iran war began. The market...
4-23-26 Wait for the Setup  | Before the Bell

4-23-26 Wait for the Setup | Before the Bell

The Real Investment Show | Apr 23, 2026