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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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AI Spending Receipts: Four Tech Giants, Four Different Verdicts

By Michael Lebowitz and Lance Roberts | May 1, 2026 | Daily Market Commentary
Wednesday’s mega-cap tech earnings produced one of the cleaner real-time experiments we’ve seen this cycle. Four hyperscalers reported. All four beat on revenue and earnings. All four committed to massive AI infrastructure spending. Yet the market reactions were wildly divergent: Alphabet surged 10% higher, while Amazon rose 0.8%, Microsoft fell 3.9%, and Meta fell 8.6%. The market isn’t punishing AI spending. It is demanding receipt...
Portfolio Trade Alert – April 24, 2026

Portfolio Trade Alert – April 24, 2026

By Lance Roberts | Apr 24, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models Yesterday, the Factor Rotation model signaled that the growth-versus-value trade was getting very overbought and due to flip, favoring value over growth. As such, we made the appropriate trades in the Factor Rotation portfolio. Today, we are taking similar actions in the equity and sector models.
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 Dollar’s Funeral Keeps Getting Rescheduled

The Dollar’s Funeral Keeps Getting Rescheduled

By Lance Roberts | Apr 25, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Market Consolidates Recent Gains Last week, we...