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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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Liquidity Tightens: Pay Attention, Don’t Panic

By Michael Lebowitz and Lance Roberts | Nov 9, 2026 | Daily Market Commentary
In our new version of SimpleVisor, we added a liquidity gauge. The algorithm behind the gauge uses credit spreads, overnight borrowing conditions, bank reserves, the Fed balance sheet, and dollar and yield trends and volatility. The model provides a quick, easy way to gauge liquidity and determine whether it’s tig...
Portfolio Trade Alert – November 2, 2026

Portfolio Trade Alert – November 2, 2026

By Lance Roberts | Nov 2, 2026 | PRO TRADING
Equity, ETF & Factor Rotation Models As discussed in this past weekend's Bull Bear Report, the deviation between growth and value has reached an even more extreme level,...
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.  
Midterm Election Goes Blue: What Happens With Markets Now?

Midterm Election Goes Blue: What Happens With Markets Now?

By Lance Roberts | Nov 7, 2026 | PRO NEWSLETTER
The midterm playbook still favors stocks over the next year, but the 200-day average at 7,325 decides whether that playbook starts now or after a deeper flush.