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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.

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CRE Loans Threaten Regional Banks

By Michael Lebowitz and Lance Roberts | Mar 18, 2024 | Daily Market Commentary
The following commentary is from The National Bureau of Economic Research (NBER). The NBER claims that “about 44% of office loans appear to have negative equity.” “Furthermore: A 10% (20%) default rate on CRE loans – a range close to what one saw in the Great Recession on the lower end — would result in abou...
Portfolio Trade Alert – February 21, 2024

Portfolio Trade Alert – February 21, 2024

By Lance Roberts | Feb 21, 2024 | PRO TRADING
Trade Alert - Equity Model Last night, Palo Alto Networks posted strong earnings but weak guidance, leading to a sharp 25% selloff this morning at the open. Like NVDA and AMD, this stock is poised in the Artificial intelligence space where prices have run far ahead of reality. As such, even though earnings were strong, that detachment from underlying fundamentals...
Friday Favorites- Two Ways To Achieve The Same Target

Friday Favorites- Two Ways To Achieve The Same Target

By Michael Lebowitz and Nick Lane | Mar 15, 2024 | PRO BLOG
Two Ways to Achieve the Same Outcome? Companies can grow earnings per share (EPS) by pulling on the two levers that make up the ratio. They can attempt to grow earnings by reinvesting in their core business or use that cash flow to repurchase shares. What’s the difference? For a naïve example, assume that a company has two options. Option one is to reinvest it...
Full-Time Employment As A Recession Indicator?

Full-Time Employment As A Recession Indicator?

By Lance Roberts | Mar 16, 2024 | PRO NEWSLETTER
By Lance Roberts | March 16, 2024