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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
A client sent us the quote below from Michael Oliver of Momentum Structural Analysis and asked for our comments regarding gold and the growth of the M2 money supply:
“…if you are taking profits in gold and putting that into cash Dollars, thinking that’s a good idea, then go to the St. Louis Fed’s site and look at the M2 chart.
Portfolio Trade Alert – March 10, 2026
Trade Alert - Equity & ETF Models
We sold our remaining positions in the Mortgage REITs- NLY and REM. We have been reducing exposure to them over the past few months, as they have performed very well on the steepening of the yield curve. However, in the process, the price-to-book-value ratio has become very extended, incentivizing REITs to issue shares and di...
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.
Oil Volatility And The Market Impact
🔎 At a Glance
🏛️ Market Brief – Iran Conflict & Private Credit Rattles Markets
The S&P 500 extended its losing streak to three consecutive weeks, the first such run in roughly a year. The convergence of geopo...
