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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
According to the graph on the left, Evercore counts 140 S&P 500 members with a negative beta, the highest on record. On the right side, that measure for the Russell 3000 stands at 373 stocks, more than 10x its long-term average of 36. That is 6.5 standard deviations from the mean and, statistically speaking, an event that should happen once every 99 million years!
Portfolio Trade Alert – October 8, 2026
Portfolio Trade Update: Equity Model
We are finishing up our portfolio rebalancing for the end of the year. We previously took gains in our large-cap growth stocks and increased our more value-oriented holdings. Today, we are taking losses in Vertiv (VRT) and Applied Digital (APLD) to offset those gains and are adding Berkshire Hathaway (BRK.B) back to the portfo...
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.
Q4 Market Outlook: Strong Years Usually Finish Strong
🔎 At a Glance
🏛️ Market Brief -Bond Yields Hit A 24-Year High
The bond market ran the show this week. On Thursday, the 10-year Treasury yield touched 5.34%, its highest level since April 2002. It eased back to rou...
