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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
Google’s parent, Alphabet, just issued $32 billion in global debt, including £1 billion of rare century bonds. Alphabet’s century bonds are called such because they do not mature for 100 years (2126). While the century bond is a small piece of its recent debt offering and even less of its outstanding debt ($78 billion), the tranche secures ultra-long-term capital for a long time. On the small piece of debt, Alphabet insulates itself f...
Portfolio Trade Alert – February 13, 2026
Trade Alert - Equity & ETF Models
We rebalanced some of our overbought positions in the equity model back to model weights. Other than GEV, which is a growth stock, the trade included four value stocks (WMT, VZ, KMI, and MO). The value – growth trade is getting long in the tooth. Thus, we are taking some profits. We are not...
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.
Technology Stocks: Dead Or An Opportunity?
🔎 At a Glance
Technology Stocks: Dead or an Opportunity
Market Brief & Technical Review
From Lance’s Desk: The Reflation Narrative – RIA
