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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
Since the Iranian conflict began, bond yields have risen sharply due to investor expectations of a spike in inflation. Recent inflation data shows those rising inflation expectations are somewhat justified. In March and April, the monthly rate of inflation, as measured by CPI, rose by 0.86% and 0.64%, respectively. On an annualized basis, those equate to inflation running in the high single digits. The problem with that cursory review is t...
Portfolio Trade Alert – May 19, 2026
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)
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.
SpaceX IPO: Should I Buy It, Or Wait?
🔎 At a Glance
🏛️ Market Brief – Warsh Takes The Helm
The week opened on the back foot and ended at a record high. The S&P 500 closed Friday at 7,473.47, up 0.37% on the day and 0.9% for the week, notching its eighth straight winning...
