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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
Software stocks have taken a beating this year on fears that AI will erode pricing power across the industry. While the fear may be genuine for some companies, Palantir posted earnings that told a vastly different story. To wit, its CEO Alex Karp described Q2 earnings as “otherworldly.” Palantir shares surged by nearly 30%, its largest single-day move in over a year. Its revenue jumped 93% year over...
Portfolio Trade Alert – June 29, 2026
Trade Alert - Equity Model Only
Last week, we shifted the Sector and Factor Rotation model toward growth from value. This was in response to our rotation model, which now favors growth over value. The trigger was expected, as large-cap mega-growth stocks have been among the biggest laggards this month.
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.
The Momentum Crash: Is It Over?
🔎 At a Glance
🏛️ Market Brief – Eight Sectors Higher, Index Still Lower
The S&P 500 closed the week at 7,489.72, up 1.1%; however, that headline hides nearly everything that matt...
