Contact Us    855-RIA-PLAN (855-742-7526)

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

'.get_the_title().'

Oracle Sells Cheap Stock As Its Debt Window Narrows

By Michael Lebowitz and Lance Roberts | Nov 4, 2026 | Daily Market Commentary
On Monday, Oracle filed to sell $10 billion of common stock and $10 billion of debt. The stock fell roughly 8% after disclosing it would offer the new shares at an 11% discount to the current price. Oracle’s free cash flow was negative $23.7 billion in fiscal 2026, so it must fund AI data center construction from outside the company. Its choice to fill the cash...
Portfolio Trade Alert – November 2, 2026

Portfolio Trade Alert – November 2, 2026

By Lance Roberts | Nov 2, 2026 | PRO TRADING
Equity, ETF & Factor Rotation Models As discussed in this past weekend's Bull Bear Report, the deviation between growth and value has reached an even more extreme level,...
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.  
Growth vs Value Hit An Extreme As AI Spending Broke Big Tech

Growth vs Value Hit An Extreme As AI Spending Broke Big Tech

By Lance Roberts | Oct 31, 2026 | PRO NEWSLETTER
Value has crushed growth for four weeks, and the AI bill just came due. The risk now is assuming the defensive trade still has room to run.
11-4-26 Election Over: What's Next for Stocks?

11-4-26 Election Over: What's Next for Stocks?

The Real Investment Show | Nov 04, 2026