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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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Amodei Says Slow Down: Trump And China Say No

By Michael Lebowitz and Lance Roberts | Sep 15, 2026 | Daily Market Commentary
Anthropic CEO Dario Amodei published an essay, “We Must Pace the Frontier,” on his personal website last weekend that is weighing on AI stocks. Amodei argues AI labs need to slow development to manage the risks that come with capabilities improving faster than our ability to understand and control them. Sam Altman and Elon Musk both publicly...
Portfolio Trade Alert – August 17, 2026

Portfolio Trade Alert – August 17, 2026

By Lance Roberts | Aug 17, 2026 | PRO TRADING
Equity Model Only After rebalanacing the portfolio last week, one trade we wanted to make but didn't was with Broadcom (AVGO.) While we like the company and the space it is in, we wanted more exposure to the AI chips being used in data center and AMD specializes in general-purpose GPUs and CPUs (like the Instinct MI300 series).
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.  
This Time Is Different? Earnings and Price Break 90-Year Trends

This Time Is Different? Earnings and Price Break 90-Year Trends

By Lance Roberts | Sep 12, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – A Bond Scare September, so far, is living up to its reputation. The market slipped to the 50-day moving average, with the tape taking orders from crude oil. For the week, crude rose about 9% ov...