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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
Many investors consider a 20% drawdown or more to be a bear market. Based solely on that definition, the table below, courtesy of Morgan Stanley, shows that 42%, or over 200 of the S&P 500 members, are in a bear market. For context, the S&P 500 is only down 4% from its 52-week record high, well short of what anyone would deem a bear market.
The table shows the distribution of drawdowns from 52-week highs by severity, sort...
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.
Oil Volatility And The Market Impact
🔎 At a Glance
🏛️ Market Brief – Iran Conflict & Private Credit Rattles Markets
The S&P 500 extended its losing streak to three consecutive weeks, the first such run in roughly a year. The convergence of geopo...
