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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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Nicoletos: AI Makes A Case For Active Strategies

By Michael Lebowitz and Lance Roberts | May 6, 2026 | Daily Market Commentary
Michael Nicoletos wrote a thoughtful paper titled “The Index Trap,” making a compelling case that active investing, i.e., picking individual stocks versus buying baskets of stocks (ETFs), will outperform in the future. If correct, tha...
Portfolio Trade Alert – May 1, 2026

Portfolio Trade Alert – May 1, 2026

By Lance Roberts | May 1, 2026 | PRO TRADING
Trade Alert - Thematic Model Introduction: International Portfolio Let’s travel back in time to revisit one of the primary market narratives before the Iran conflict began in late February: the resurgence of international stocks amid a stretch of superior price performance outside the US, driven by a weakening USD index in 2025. The narrative became: “Investo...
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.  
S&P Earnings Record May Be A Warning

S&P Earnings Record May Be A Warning

By Lance Roberts | May 2, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Mag Earnings Accelerate Rally The S&P 500 closed at a fresh all-time high Friday, capping a week in which the market did something remarkable: it largely stopped caring about Iran. That was...