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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
On Wednesday, Delta Airlines announced it beat earnings expectations and, more importantly, its CEO maintained previous forward guidance despite the sharp increase in jet fuel prices. Delta CEO Ed Bastian cited a $2 billion quarterly fuel headwind caused by the conflict. While that added expense should weigh on earnings, Delta has a unique hedge that its competitors lack.
Delta owns Monroe Energy, a refinery it acquired in 2012....
Portfolio Trade Alert – April 10, 2026
Trade Alert - Equity & ETF Models
We are shifting our exposure within the software sector. We are shifting out of Palo Alto Networks (PANW) and adding to Palantir (PLTR). Both stocks, like CRM and NOW, have been under pressure due to the AI narrative. We think PLTR is better positioned to benefit from AI, while PANW risks meaningful competition from AI. Moreo...
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.
Consecutive Weekly Declines & Fading Rallies
🔎 At a Glance
🏛️ Market Brief – Market Rebounds On Resolution Hopes
March closed as the worst quarter for the S&P 500 since 2022, with the index down roughly 7% on the quarter and every member of the Magnificent Seven finishi...
