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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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An Economic Data Flood Is Coming: Does It Matter?

By Michael Lebowitz and Lance Roberts | Nov 11, 2025 | Daily Market Commentary
Buckle Up! With the end of the government shutdown and the return to work of government employees comes a flood of economic data. Below is a list of old economic data that should be released over the coming weeks: BLS Employment Report- October report was scheduled for November 7th. September’s report will be skipped entirely. CPI Report- September’s report was released in late Octobe...
Portfolio Trade Alert – October 21, 2025

Portfolio Trade Alert – October 21, 2025

By Lance Roberts | Oct 21, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We are rebalancing both models as we head into the seasonally strong period of the year. In the Equity model, we are bringing META, AMZN, JPM, and KMI to target weights and selling all of NOW for the tax loss heading into year-end reporting. In the ETF model, we are rebala...
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.  
Repo Market: Critical Warning Or Bullish Signal

Repo Market: Critical Warning Or Bullish Signal

By Lance Roberts | Nov 8, 2025 | PRO NEWSLETTER
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email:
11-11-25 Buy-the-Dip Is Back | Before the Bell

11-11-25 Buy-the-Dip Is Back | Before the Bell

The Real Investment Show | Nov 11, 2025