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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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AI Credit Card Agents: The Next Wave Of Consumerism

By Michael Lebowitz and Lance Roberts | Jun 2, 2026 | Daily Market Commentary
Robinhood, the financial brokerage company, just introduced an AI credit card agent. The AI credit card agent can scan for the best prices, monitor availability, and make purchases automatically onto your credit card based on your instructions. Instead of spending hours researching and tracking prices and waiting for deals, your credit card agent will do the work for you. When the agent meets your demands, it will also make the purchase....
Portfolio Trade Alert – May 27, 2026

Portfolio Trade Alert – May 27, 2026

By Nick Lane | May 27, 2026 | PRO TRADING
Trade Alert - Factor Rotation Model Due to the recent dispersion in returns, some positions in the factor rotation model have diverged from their model weights. Accordingly, we are rebalancing a number of positions, including buys and sells, to align the portfolio with the model targets. Please bear in mind that these trades are not related to a trading signal to...
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.  
Parabolic Semiconductor Rally: What Breaks The Trade?

Parabolic Semiconductor Rally: What Breaks The Trade?

By Lance Roberts | May 30, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – AI Validation Fuels A Ninth Weekly Advance The headline tape made fresh history. The S&P 500 closed Friday at 7,580.06, finishing up 1.43% on the week and posting its n...