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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
Kevin Warsh spoke Friday at the IMF annual meetings in Bangkok. He gave little indication of whether the Fed would hold rates or increase them at the coming meeting on October 28. To that end, he said: “I don’t prejudge meetings,” noting at the September meeting the Committee “made very clear that we would deliver price stability, and we removed a dose of accommodation.”
Portfolio Trade Alert – October 8, 2026
Portfolio Trade Update: Equity Model
We are finishing up our portfolio rebalancing for the end of the year. We previously took gains in our large-cap growth stocks and increased our more value-oriented holdings. Today, we are taking losses in Vertiv (VRT) and Applied Digital (APLD) to offset those gains and are adding Berkshire Hathaway (BRK.B) back to the portfo...
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.
Pimco Sees A 6% 10-Year. Here’s Why “Bad Inflation” Caps Yields
🔎 At a Glance
🏛️ Market Brief – Earnings Season Opens On A Raised Bar
The market sold off hard to finish the week. The S&P 500 fell 1.09% on Friday to 7,659.44, closing the week down 1.95%, its worst...
