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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 battle is raging in the Halls of Congress between the banks and the crypto industry. The spark was a judgment by the White House’s Council of Economic Advisers, which recommended that stablecoins be allowed to pay interest to their holders. As a result of the Genius Act, passed almost a year ago, stablecoins are required to hold, as collateral, 100% reserves of US Treasury securities. However, the act banned stablecoins from paying int...
Portfolio Trade Alert – April 10, 2026
Trade Alert - Equity & ETF Models
We are shifting our exposure within the software sector. We are shifting out of Palo Alto Networks (PANW) and adding to Palantir (PLTR). Both stocks, like CRM and NOW, have been under pressure due to the AI narrative. We think PLTR is better positioned to benefit from AI, while PANW risks meaningful competition from AI. Moreo...
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.
Q1 Earnings Season: Buy Or Fade The Rally?
🔎 At a Glance
🏛️ Market Brief – Stocks Surge On Relief
Note: I am traveling home from the UK today, so this week’s missive will be short. Also, I had to write it on Friday before the U.S. markets officially closed. So, any...
