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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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Corporate Debt Tranches: Why Issuers Are Slicing Jumbo Deals

By Michael Lebowitz and Lance Roberts | Mar 24, 2026 | Daily Market Commentary
According to a recent analysis by the Wall Street Journal, corporate treasurers are fundamentally shifting how they approach the capital markets to navigate record-breaking supply. Rather than offering debt in monolithic blocks, firms are increasingly utilizing multi...
Portfolio Trade Alert – March 23, 2026

Portfolio Trade Alert – March 23, 2026

By Lance Roberts | Mar 23, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models This morning, the President announced that talks with Iran have progressed nicely over the weekend, and he is postponing the strikes on Iranian facilities for now. That news sent risk assets higher immediately following Friday's sell-off. However, there are many "trapped longs" sitting above recent broken support lev...
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.  
CDX: Credit Spreads Are Flashing A Warning

CDX: Credit Spreads Are Flashing A Warning

By Lance Roberts | Mar 21, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – A Tough Market Week This week gave investors a brief exhale — and then took it back as Monday opened with genuine relief after news broke that a U.S.-led coalition would escort tankers through the Strait of Horm...