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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
We have read a few articles expressing concern that the free cash flow for many of the Magnificent (Mag) 7 companies that are heavily involved in AI development and/or data center construction has leveled off. Furthermore, the hyperscalers, including Amazon, Microsoft, Google, and Oracle, issued over $120 billion in debt last year. Additionally, Google just issued $32 billion of debt in 2026. The recent financial concerns are blamed for th...
Portfolio Trade Alert – February 13, 2026
Trade Alert - Equity & ETF Models
We rebalanced some of our overbought positions in the equity model back to model weights. Other than GEV, which is a growth stock, the trade included four value stocks (WMT, VZ, KMI, and MO). The value – growth trade is getting long in the tooth. Thus, we are taking some profits. We are not...
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 Business Cycle Narrative & War With Iran
🔎 At a Glance
🏛️ Market Brief – War With Iran
On Friday, the Supreme Court struck down Trump’s signature tariffs. The ruling affects tariffs levied under the International Emergency Economic Powers Act (IEEPA) which includes the so-...
