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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.

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Pipelines Are Defusing Iran’s Negotiating Leverage

By Michael Lebowitz and Lance Roberts | May 20, 2026 | Daily Market Commentary
Some political pundits think that Iran holds important negotiating cards versus the US if it can control traffic through the Strait of Hormuz. While that may hold some truth today and for the next few months, some of the world’s largest oil producers are ensuring that the Strait of Hormuz is not the lynchpin it is today. For starters, Saudi Arabia ramped up the usage of its pipeline that crosses through Saudi Arabia to the Red...
Portfolio Trade Alert – May 19, 2026

Portfolio Trade Alert – May 19, 2026

By Lance Roberts | May 19, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models With the market very elevated after 7 consecutive weeks of gains, a short-term pullback/rotation out of the high-flyer names towards value is becoming more likely. As such, we are starting the process of reducing risk and raising cash levels. We will do this incrementally over the next two weeks, aiming to reduce equity expo...
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.  
Market Leadership Is Narrow, Increasing Summer Risk

Market Leadership Is Narrow, Increasing Summer Risk

By Lance Roberts | May 16, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – The Coming Reversal The S&P 500 closed Friday at 7,408.50, surrendering the historic 7,500 level it briefly breached Thursday and ending the week with a gain of just 0.3%. That Thursday intraday high of 7,517...