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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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The Kohn Solution For An Uncertain Fed

By Michael Lebowitz and Lance Roberts | Apr 1, 2026 | Daily Market Commentary
Dario Perkins of TS Lombard wrote a piece titled “How to Respond to Oil Shocks.” His analysis draws on the Fed’s history to address how it should respond to today’s oil shock. While researching Fed transcripts from the 1990 Gulf War, he discovered a proposal by Don Kohn, senior Fed staffer, that offers a solution to the central bank’s oil shock problem: nominal GDP targeting. Kohn’s logic is straightforward a...
Portfolio Trade Alert – April 1, 2026

Portfolio Trade Alert – April 1, 2026

By Lance Roberts | Apr 1, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models In both models, we are starting to build a short-position to hedge portfolios near term. This is not a bet on an ongoing market crash, but as we pointed out previously, after the market breaks the 200-DMA, it is not uncommon to see a reflexive rally that fails and retests previous lows.
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.  
Subprime Crisis 2.0: Will Private Credit Be The Trigger?

Subprime Crisis 2.0: Will Private Credit Be The Trigger?

By Lance Roberts | Mar 28, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – A Tough Market Week This past week was another disappointing one. Markets opened the week surging after President Trump posted on Truth Social that U.S.-Iran talks had been “very good and productive”...