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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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Is Bitcoin A Valuable Asset To Own During Fed Rate Cuts?

By Michael Lebowitz and Lance Roberts | Sep 11, 2024 | Daily Market Commentary
Yesrerday’s commentary answered a question from a reader about our thoughts on owning gold or gold miners during a bull steepening period. Hours after publishing the commentary, we got a similar question asking how bitcoin might do when the Fed cuts rates. If bitcoin trades as a proxy of monetary policy and the dollar’s viability, then the question and answer are very important to grasp as the Fed embarks on a rate-cutting period. Bear in m...
Portfolio Trade Alert – August 30th, 2024

Portfolio Trade Alert – August 30th, 2024

By Lance Roberts | Aug 30, 2024 | PRO TRADING
Trade Alert - Equity, Dividend Growth, and ETF Model This morning, we are adding a starting position in Mortgage REIT exposure to all models in anticipation of the Fed’s coming rate cuts. Those rate cuts should lead to an eventual pickup in mortgage prepayment speeds, which benefit Mortgage REITs. In the Equ...
Friday Favorites- T. Rowe Price Group (TROW)

Friday Favorites- T. Rowe Price Group (TROW)

By Michael Lebowitz and Nick Lane | Sep 6, 2024 | PRO BLOG
T. Rowe Price Group (TROW) Last week, our dividend yield analysis on Campbell’s Soup (CPB) sparked our interest in the dividend-to-treasury yield dynamics of other low-growth stocks. We reviewed the numbers for several dividend aristocrats and settled on T. Rowe P...
Un-Inversion Suggests A Return To Normalcy?

Un-Inversion Suggests A Return To Normalcy?

By Lance Roberts | Sep 7, 2024 | PRO NEWSLETTER
By Lance Roberts | September 7, 2024