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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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Debt Versus Equity: SPCX Bucks The Trend

By Michael Lebowitz and Lance Roberts | Jul 1, 2026 | Daily Market Commentary
Three weeks ago, we wrote A Supply T...
Portfolio Trade Alert – June 29, 2026

Portfolio Trade Alert – June 29, 2026

By Lance Roberts | Jun 29, 2026 | PRO TRADING
Trade Alert - Equity Model Only Last week, we shifted the Sector and Factor Rotation model toward growth from value. This was in response to our rotation model, which now favors growth over value. The trigger was expected, as large-cap mega-growth stocks have been among the biggest laggards this month.
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.  
Stock Market Pullback Is Healthier Than It Looks

Stock Market Pullback Is Healthier Than It Looks

By Lance Roberts | Jun 27, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – A Tech-Only Selloff The headline looks ugly until you turn it over. The S&P 500 finished the week at 7,306, down 2.4% from the prior Friday, while the Nasdaq 100 dropped a hard 4.6%...
7-1-26 Can July Deliver? | Before the Bell

7-1-26 Can July Deliver? | Before the Bell

The Real Investment Show | Jul 01, 2026