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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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The Coming Hyperscaler Evolution Will Change The Investment Landscape

By Michael Lebowitz and Lance Roberts | Nov 2, 2026 | Daily Market Commentary
ZeroHedge carried a line this week from Goldman Sachs’ Delta One desk worth consideration: The point at which hyperscalers shift from needing more capacity at almost any cost to optimizing returns on what they’ve already built is the one I’d really worry about.
Portfolio Trade Alert – November 2, 2026

Portfolio Trade Alert – November 2, 2026

By Lance Roberts | Nov 2, 2026 | PRO TRADING
Equity, ETF & Factor Rotation Models As discussed in this past weekend's Bull Bear Report, the deviation between growth and value has reached an even more extreme level,...
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.  
Growth vs Value Hit An Extreme As AI Spending Broke Big Tech

Growth vs Value Hit An Extreme As AI Spending Broke Big Tech

By Lance Roberts | Oct 31, 2026 | PRO NEWSLETTER
Value has crushed growth for four weeks, and the AI bill just came due. The risk now is assuming the defensive trade still has room to run.