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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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4 Percent Inflation: The Case For And Against

By Michael Lebowitz and Lance Roberts | Feb 20, 2026 | Daily Market Commentary
In a recent white paper, The Risk Of Higher US Inflation In 2026, Adam Posen and Peter Orszag argue that inflation could exceed 4 percent by year’s end. To wit, they lead the article as follows: In our view, h...
Portfolio Trade Alert – February 13, 2026

Portfolio Trade Alert – February 13, 2026

By Michael Lebowitz | Feb 13, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models We rebalanced some of our overbought positions in the equity model back to model weights. Other than GEV, which is a growth stock, the trade included four value stocks (WMT, VZ, KMI, and MO). The value – growth trade is getting long in the tooth. Thus, we are taking some profits. We are not...
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 Business Cycle Narrative & War With Iran

The Business Cycle Narrative & War With Iran

By Lance Roberts | Feb 21, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – War With Iran On Friday, the Supreme Court struck down Trump’s signature tariffs. The ruling affects tariffs levied under the International Emergency Economic Powers Act (IEEPA) which includes the so-...