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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.

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100k Bitcoin – RIA

By Michael Lebowitz and Lance Roberts | Dec 6, 2024 | Daily Market Commentary
Turn on CNBC, and you will notice a bright green box permanently affixed to the bottom right corner with the ever-changing price of Bitcoin. Bitcoin is all the rage as market speculation across crypto and other assets is robust. Moreover, with Donald Trump putting Bitcoin-friendly appointees in key financial regulatory jobs, the price surge has some fundamental basis. The breaking of 100k on Wednesday night will further fuel the price. Mar...
Portfolio Trade Alert – November 21, 2024

Portfolio Trade Alert – November 21, 2024

By Lance Roberts | Nov 21, 2024 | PRO TRADING
Trade Alert - Equity & ETF Model This morning, we added half a percent to Ely Lilly (LLY) and reduced our exposure in the sector model to the SPDR Energy ETF (XLE) by 1%. Lily has been consolidating for almost a year after a significant run. It is decently oversold and turning up on buy signals. We also add...
Friday Favorites: MicroStrategy (MSTR)

Friday Favorites: MicroStrategy (MSTR)

By Michael Lebowitz and Nick Lane | Dec 6, 2024 | PRO BLOG
Bitcoin’s sharp rally following the election has reinvigorated interest in the Cryptocurrency. Bitcoin’s accessibility to various classes of investors has evolved over the past few years. Investors can now gain exposure to Bitcoin on stock exchanges through Bitcoin ETFs, but in the past, equity investors had to get creative to gain exposure to Bitcoin (BTC). In this week’s Friday Favorites, we check in on one of the original...
Extreme Speculation Has Returned – RIA

Extreme Speculation Has Returned – RIA

By Lance Roberts | Nov 30, 2024 | PRO NEWSLETTER
Inside This Week’s Bull Bear Report Extreme Speculation Has Returned How We Are Trading It Research Report –Trumpflation Risks Likely Overstated Youtube – Befo...
12-5-24 Is Another Liquidity Crisis Near

12-5-24 Is Another Liquidity Crisis Near

The Real Investment Show | Dec 05, 2024