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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
A recent article by the Wall Street Journal entitled Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch raises an important issue for investors of the megacap AI-tech companies. Wall Street analysts expect S&P 500 earnings growth to top 20% for a second consecutive quarter; however, the...
Portfolio Trade Alert – June 25, 2026
Trade Alert - Sector and Factor Rotation Model
Our factor rotation model shifted from an 80/20 value/growth stance to an 80/20 growth/value stance, reflecting the recent outperformance of value over growth as we share below. In addition to rebalancing all stocks in the factor rotation model to reflect the growth tilt, we are taking similar actions in the sector m...
Friday Favorites: Snowflake (SNOW)
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.
Kevin Warsh And The End Of The Fed’s “Forward Guidance”
🔎 At a Glance
🏛️ Market Brief – Kevin Warsh Jolts A Resilient Tape
For a week that delivered a hawkish regime change at the Fed and the largest options expiration in history, the tape held up remarkably well. All four major indice...
