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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
“The Committee will deliver price stability.”
That promise has appeared in the FOMC statement in each of Warsh’s first three FOMC meetings. It deserves scrutiny because the Fed doesn’t usually make promises. Typically, the Fed Chair and...
Portfolio Trade Alert – October 26, 2026
Equity and ETF Models
A few weeks ago, we took a tax loss in longer-duration bonds (EDV - Vanguard Extended Duration) and swapped it into the iShares 20+ Year Treasury Bond ETF (TLT). Since that swap, the position is up more than 5.5% and is approaching more extreme overbought conditions.
Today, we are taking...
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.
Growth vs Value Hit An Extreme As AI Spending Broke Big Tech
Value has crushed growth for four weeks, and the AI bill just came due. The risk now is assuming the defensive trade still has room to run.
