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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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Bitcoin Up 22%: Has The Halving Cycle Begun?

By Michael Lebowitz and Lance Roberts | Aug 27, 2026 | Daily Market Commentary
Bitcoin peaked a year ago, hitting an all-time high of $126,210 in October 2025, and has since fallen more than 50%, bottoming near $58,000 two months ago. The tide may be turning; over the last week, Bitcoin rose by over 20%, marking its sharpest bounce during this year-long drawdown. The question is whether that marks the start of a leg higher or it’s a dead cat bounce within a bear market.
Portfolio Trade Alert – August 17, 2026

Portfolio Trade Alert – August 17, 2026

By Lance Roberts | Aug 17, 2026 | PRO TRADING
Equity Model Only After rebalanacing the portfolio last week, one trade we wanted to make but didn't was with Broadcom (AVGO.) While we like the company and the space it is in, we wanted more exposure to the AI chips being used in data center and AMD specializes in general-purpose GPUs and CPUs (like the Instinct MI300 series).
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.  
The Basis Trade: Is The Bond Market Signal Distorted?

The Basis Trade: Is The Bond Market Signal Distorted?

By Lance Roberts | Aug 22, 2026 | PRO NEWSLETTER
🔎 At a Glance The Basis Trade: Is The Bond Market Signal Distorted? Market Brief & Technical Review