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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
Meta reported record third-quarter revenue of $64.60 billion, up 26% and decently above the $63 billion consensus. Diluted EPS of $3.83 was nearly quadruple the $1.05 they earned a year ago. Bear in mind, EPS was distorted by the $18 billion teen mental health settlement. Without that charge, EPS would have been $7.40. While the revenue and earnings growth were outstanding, the more interesting numbe...
Portfolio Trade Alert – October 23, 2026
Equity and ETF Models
This morning, we removed energy stocks from the Equity and ETF models. Higher energy prices are leaving the sector very overbought. Historically, when oil prices, and subsequently energy stocks, are this overbought and extended, an event occurs that causes a reversion. As such, if we see rapidly falling oil prices due to any reason, a return...
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.
Stock-Bond Correlation: Oil Broke The Hedge. Oil Will Fix It.
The stock-bond correlation broke twice in four years for the same reason, and both times the cause was inflation from the supply side. When that kind of inflation fades, the hedge comes back, and last week was the first look at it.
