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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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Where Are 10 Year Yields Going?

By Michael Lebowitz and Lance Roberts | Dec 4, 2023 | Daily Market Commentary
10-year U.S. Treasury note yields have fallen by nearly 0.75% since late October. Fundamentally supporting the steep decline in yields is weaker than expected CPI and PCE inflation data. Further, the last BLS employment report shows a slowing of job growth. Additionally, and maybe most importantly, the Fed seems content that the recent tightening of financial conditions will do their job for them. On Friday, Powell further confirmed the Fed may...
Portfolio Trade Alert – December 1, 2023

Portfolio Trade Alert – December 1, 2023

By Lance Roberts | Dec 1, 2023 | PRO TRADING
Trade Alert - ETF Model Only With the recent rally in the market, we are taking the opportunity to wrap up our tax loss selling for the ETF model. We are closing out the SPDR Bank ETF (KBE) and the iShares Medical Devices ETF (IHI). When the market provides an entry point, we will increase our holdings in the SPDR Financial Sector ETF (XLF) and add to the SPDR Se...
Five For Friday- Four Mortgage Financing Stocks For Lower Mortgage Rates

Five For Friday- Four Mortgage Financing Stocks For Lower Mortgage Rates

By Michael Lebowitz | Dec 1, 2023 | PRO BLOG
Existing home sales fell -4.1% in October to a seasonally adjusted annual rate of 3.79 million. That’s the lowest reading in over ten years, as shown below. For perspective, consider the current 3.79 million home sales are lower than during the first months of the pandemic.
Analysts Are Always Bullish For A Simple Reason

Analysts Are Always Bullish For A Simple Reason

By Lance Roberts | Dec 2, 2023 | PRO NEWSLETTER
By Lance Roberts | December 2, 2023
Is the 'Everything' Rally Over? (12/4/23)

Is the 'Everything' Rally Over? (12/4/23)

The Real Investment Show | Dec 04, 2023