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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
Markets traded roughly 2% lower late Tuesday night, led lower by the Nasdaq, as results pointed to the Democrats taking Congress. The next morning, markets reversed course, with the S&P 500 opening about 1% higher. That is a three-point round trip in twelve hours, on identical information.
This short missive focuses on patience, but first let’s see the marke...
Portfolio Trade Alert – November 2, 2026
Equity, ETF & Factor Rotation Models
As discussed in this past weekend's Bull Bear Report, the deviation between growth and value has reached an even more extreme level,...
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.
Growth vs Value Hit An Extreme As AI Spending Broke Big Tech
Value has crushed growth for four weeks, and the AI bill just came due. The risk now is assuming the defensive trade still has room to run.
