Contact Us
855-RIA-PLAN (855-742-7526)
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
As sentiment shifts from a Fed rate-cutting forecast to one that now sees a chance of a rate increase, a potentially powerful short squeeze setup might be emerging in the Treasury market. Heading into the Iran conflict, speculative short positions in TLT and Treasury futures were near historically elevated levels, reflecting a broad consensus that yields would increase. Then the conflict broke out, and oil prices surged. Rather than follow...
Portfolio Trade Alert – April 1, 2026
Trade Alert - Equity & ETF Models
In both models, we are starting to build a short-position to hedge portfolios near term. This is not a bet on an ongoing market crash, but as we pointed out previously, after the market breaks the 200-DMA, it is not uncommon to see a reflexive rally that fails and retests previous lows.
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.
Consecutive Weekly Declines & Fading Rallies
🔎 At a Glance
🏛️ Market Brief – Market Rebounds On Resolution Hopes
March closed as the worst quarter for the S&P 500 since 2022, with the index down roughly 7% on the quarter and every member of the Magnificent Seven finishi...
