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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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A Rising Dollar Becomes A Headwind

By Michael Lebowitz and Lance Roberts | Oct 6, 2026 | Daily Market Commentary
Since early September, the dollar Index has risen nearly 4%, reaching its highest level in over a year. The continued rally over the last few days is strange, since October rate-hike odds collapsed from above 60% to roughly 25% on a weak payroll number and less-than-expected PCE price data. Softer policy expectations normally weaken a currency. Dollar strength has...
Portfolio Trade Alert – October 5, 2026

Portfolio Trade Alert – October 5, 2026

By Lance Roberts | Oct 5, 2026 | PRO TRADING
Portfolio Trade Alert: Equity, ETF, and Dividend Growth Models As we discussed recently, our SECTOR ROTATION model flipped from growth to value. Furthermore, when we look at the stark drawdowns in breadth, equal-weight indices, and interest-rate-sensitive sectors, the potential for a rotation into these more distressed areas is...
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.  
Q4 Market Outlook: Strong Years Usually Finish Strong

Q4 Market Outlook: Strong Years Usually Finish Strong

By Lance Roberts | Oct 3, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief -Bond Yields Hit A 24-Year High The bond market ran the show this week. On Thursday, the 10-year Treasury yield touched 5.34%, its highest level since April 2002. It eased back to rou...