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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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Warsh And The FOMC Hold Steady

By Michael Lebowitz and Lance Roberts | Jun 18, 2026 | Daily Market Commentary
Presiding over his first Fed meeting, Kevin Warsh and the FOMC held rates at 3.50%-3.75%. Such was the fourth consecutive hold following a series of rate cuts. The decision for Warsh to hold rates steady was in little doubt. The Fed’s economic projections, aka the dot plot, and Warsh’s debut press conference were what every investor was paying close attention to, given the improvement in the labor market, 4+% inflation, and the bond ma...
Portfolio Trade Alert – June 4, 2026

Portfolio Trade Alert – June 4, 2026

By Lance Roberts | Jun 4, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models In mid-May, we took profits on several of our technology holdings, anticipating a correction in those areas. That correction most likely started yesterday following Broadcom's (AVGO) earnings release. One thing we have stated for a while is that when the correction in the Semiconductor/Technology names started we would see 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.  
Kevin Warsh And The End Of The Fed’s “Forward Guidance”

Kevin Warsh And The End Of The Fed’s “Forward Guidance”

By Lance Roberts | Jun 20, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Kevin Warsh Jolts A Resilient Tape For a week that delivered a hawkish regime change at the Fed and the largest options expiration in history, the tape held up remarkably well. All four major indice...