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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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Weak Retail Sales Take Rate Hikes Off The Table

By Michael Lebowitz and Lance Roberts | Aug 17, 2026 | Daily Market Commentary
Friday’s weak retail sales report did more damage to the hawkish case. Sales fell 0.6% in July against expectations for a 0.1% gain. The control group, the piece that feeds directly into GDP, dropped 0.4%. That was its first decline this year. The print landed a week after payrolls fell 23,000 and two days after PPI came in flat. The bulls will point to Prime Day. Amazon mov...
Portfolio Trade Alert – August 11, 2026

Portfolio Trade Alert – August 11, 2026

By Michael Lebowitz | Aug 11, 2026 | PRO TRADING
Trade Alert - Thematic Model Rebalancing- Energy & All-Weather As we wrote in yesterday's Trade Alert, we rebalanced the AI, Infrastructure, and High Dividend Income models. To bring our models back into balance with our preferred weights, we follow today with the Energy and All-Weather models.
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.  
Record Highs: Should You Chase The Rally?

Record Highs: Should You Chase The Rally?

By Lance Roberts | Aug 15, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Record Highs And A Friday Wobble This past week, stocks pushed to a fresh record, then gave a little back on Friday as inflation came in softer-than-expected. Both CPI and P...