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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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The Fiscal Freeze Is Coming

By Michael Lebowitz and Lance Roberts | Feb 14, 2025 | Daily Market Commentary
In mid-March, the government is expected to hit the debt ceiling. As has seemingly become the norm, dire threats from both political parties will start shortly. However, despite the fiery rhetoric, they often get resolved before the government shuts down. Might the coming fiscal standoff be a little different? Our colleague Greg Valliere, a long-time Washington DC insider, explains why a shutdown may be more likely this time. Greg starts h...
Portfolio Trade Alert – February 11, 2025

Portfolio Trade Alert – February 11, 2025

By Lance Roberts | Feb 11, 2025 | PRO TRADING
Trade Alert - Equity Model As we discussed last week, the market has started to show signs of technical weakness in some of our longer-term indicators. As such, we have started to reduce exposure in very small amounts. As the market progresses, we will continue to take small actions to rebalance allocations and mitigate risk as needed. ...
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.  
The Stability-Instability Paradox – RIA

The Stability-Instability Paradox – RIA

By Lance Roberts | Feb 15, 2025 | PRO NEWSLETTER
Inside This Week’s Bull Bear Report The Stability-Instability Paradox How We Are Trading It Research Report – Tariffs Are Not As Bearish As Headlines Suggest You...
2-14-25 What If You Live to 100?

2-14-25 What If You Live to 100?

The Real Investment Show | Feb 14, 2025