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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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The US Treasury Doubles Down On Buybacks

By Michael Lebowitz and Lance Roberts | Aug 20, 2026 | Daily Market Commentary
The U.S. Treasury announced yesterday that it will at least double its liquidity-supporting buyback operations for Treasury notes and bonds with 10 or more years to maturity.  The current per-operation cap of $2 billion will rise to at least $4 billion, effective September 9, 2026, and remains in place through November 4. While very close to the...
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.  
Record Highs: Should You Chase The Rally?

Record Highs: Should You Chase The Rally?

By Lance Roberts | Aug 15, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Record Highs And A Friday Wobble This past week, stocks pushed to a fresh record, then gave a little back on Friday as inflation came in softer-than-expected. Both CPI and P...