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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
The Treasury General Account (TGA) is effectively the US Treasury’s checking account held at the Fed. The changing balance of the TGA affects the financial system’s liquidity, thereby influencing broader economic and market activity. For example, when the Treasury raises its TGA balances by issuing more debt and or collecting more tax revenue than it spends, that moves from the banking system into the Fed. The money can no longer be...
Portfolio Trade Alert – May 1, 2026
Trade Alert - Thematic Model Introduction: International Portfolio
Let’s travel back in time to revisit one of the primary market narratives before the Iran conflict began in late February: the resurgence of international stocks amid a stretch of superior price performance outside the US, driven by a weakening USD index in 2025. The narrative became: “Investo...
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.
S&P Earnings Record May Be A Warning
🔎 At a Glance
🏛️ Market Brief – Mag Earnings Accelerate Rally
The S&P 500 closed at a fresh all-time high Friday, capping a week in which the market did something remarkable: it largely stopped caring about Iran.
That was...
