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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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CMBS Losses Reach The AAA Tranche Again

By Michael Lebowitz and Lance Roberts | Sep 28, 2026 | Daily Market Commentary
Pimco faces losses of more than $35 million on a commercial mortgage bond tied to Philadelphia’s Centre Square office towers, according to Bloomberg. The complex was appraised at $471 million in 2019. Last month, a judg...
Portfolio Trade Alert – September 22, 2026

Portfolio Trade Alert – September 22, 2026

By Lance Roberts | Sep 22, 2026 | PRO TRADING
Portfolio Trade Alert: Equity, ETF, and Factor Rotation Models This morning, our Factor Rotation model flipped from favoring mega-cap growth to large-cap value. Accordingly, we are making trades to increase the factor rotation model to 80% large-cap value and decrease it to 20% mega-cap growth.  We are also adding to our A...
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.  
Jefferies Sets 9000 Market Target: Everything Must Go Right

Jefferies Sets 9000 Market Target: Everything Must Go Right

By Lance Roberts | Sep 26, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Stocks Shrug Off A 5% Treasury The S&P 500 gained 1.2% this week to close at 7,744.64. That leaves the index up 13.1% for the year and just 0.7% shy of its August 13 record clo...