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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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An Incalculable Concept That Is Misleading The Fed

By Michael Lebowitz and Lance Roberts | Oct 7, 2026 | Daily Market Commentary
Dallas Fed President Lorie Logan recently said that she estimates the Fed Funds target rate needs to rise “an additional 50 basis points or more.” Her reasoning is straightforward and grounded in the Fed’s Congressional mandates. Inflation is falling as transitory factors fade but trending “toward the mid-2’s, not all the way to the FOMC’s 2 percent goal.” Unemployment...
Portfolio Trade Alert – October 5, 2026

Portfolio Trade Alert – October 5, 2026

By Lance Roberts | Oct 5, 2026 | PRO TRADING
Portfolio Trade Alert: Equity, ETF, and Dividend Growth Models As we discussed recently, our SECTOR ROTATION model flipped from growth to value. Furthermore, when we look at the stark drawdowns in breadth, equal-weight indices, and interest-rate-sensitive sectors, the potential for a rotation into these more distressed areas is...
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.  
Q4 Market Outlook: Strong Years Usually Finish Strong

Q4 Market Outlook: Strong Years Usually Finish Strong

By Lance Roberts | Oct 3, 2026 | PRO NEWSLETTER
🔎 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...