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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
The February CPI report was largely as expected. The month-over-month headline figure rose by 0.3%, bringing the year-over-year rate to 2.4%. Core CPI, excluding food and energy, rose by only 0.2%, dropping the annual rate to 2.5%, the lowest since March 2021. The graph below shows that CPI and Core CPI continue to slowly decline toward pre-pandemic levels. It’s important to note that the CPI report is based on data from before the Iran...
Portfolio Trade Alert – March 10, 2026
Trade Alert - Equity & ETF Models
We sold our remaining positions in the Mortgage REITs- NLY and REM. We have been reducing exposure to them over the past few months, as they have performed very well on the steepening of the yield curve. However, in the process, the price-to-book-value ratio has become very extended, incentivizing REITs to issue shares and di...
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.
Oppenheimer: The Risk Calculus Has Changed
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