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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
CoreWeave shares have fallen by nearly 50% since April, including a 15% decline on Wednesday. More concerning, its 9.625% notes maturing in 2032 traded for less than 80 cents on the dollar. That equates to a yield of nearly 15%. For context, the yield was below 10% earlier this week. Its five-year credit default swap spreads nearly doubled in a week, from 368 basis points on October 6 to 643. Based o...
Portfolio Trade Alert – October 8, 2026
Portfolio Trade Update: Equity Model
We are finishing up our portfolio rebalancing for the end of the year. We previously took gains in our large-cap growth stocks and increased our more value-oriented holdings. Today, we are taking losses in Vertiv (VRT) and Applied Digital (APLD) to offset those gains and are adding Berkshire Hathaway (BRK.B) back to the portfo...
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.
Pimco Sees A 6% 10-Year. Here’s Why “Bad Inflation” Caps Yields
🔎 At a Glance
🏛️ Market Brief – Earnings Season Opens On A Raised Bar
The market sold off hard to finish the week. The S&P 500 fell 1.09% on Friday to 7,659.44, closing the week down 1.95%, its worst...
