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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
When oil-related geopolitical risk flares up, most investors take their cue from oil prices. While energy prices are vital to monitor, far fewer investors track the telling price spread between Brent and WTI oil. West Texas Intermediate or WTI is the US domestic oil price benchmark, priced at Cushing, Oklahoma, and largely reflects North American supply and demand conditions. Brent is the global oil benchmark, priced off North Sea crude oi...
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...
