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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
There is plenty in the media about whether this recent market surge is driven by strong earnings and upwardly revised earnings estimates, or by market mechanics. While earnings have been impressive, the bulk of the fundamental performance has been driven by a handful of AI/technology companies. Similarly, while the broad market indexes have performed well, the bulk of the gains are coming from a relatively small handful of companies. For i...
Portfolio Trade Alert – May 6, 2026
Trade Alert - Equity Model Only
Today, we are just doing some rather simplistic "pruning" in the portfolio by tactically rebalancing some holdings.
Overall, we slightly trimmed our market exposure as the market continues to race to new highs. Simultaneously, money flows are diverging, signaling a potential co...
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.
Market Leadership Is Narrow, Increasing Summer Risk
🔎 At a Glance
🏛️ Market Brief – The Coming Reversal
The S&P 500 closed Friday at 7,408.50, surrendering the historic 7,500 level it briefly breached Thursday and ending the week with a gain of just 0.3%. That Thursday intraday high of 7,517...
