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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
Moonshot AI, a Chinese company, just released AI model Kimi K3. Kimi K3 is a 2.8 trillion-parameter open-source AI model that the company claims is the largest ever built. With Kimi K3, Moonshot AI believes it can compete with Claude Opus 4.8 and GPT-5.5 across several benchmarks, trailing the leading systems only marginally. The news is not about Kimi-3’s capabilities but what open-source models may do to pric...
Portfolio Trade Alert – June 29, 2026
Trade Alert - Equity Model Only
Last week, we shifted the Sector and Factor Rotation model toward growth from value. This was in response to our rotation model, which now favors growth over value. The trigger was expected, as large-cap mega-growth stocks have been among the biggest laggards this month.
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.
Momentum Meltdown Catches Traders By Surprise
🔎 At a Glance
🏛️ Market Brief – Momentum Breaks, Oil Spikes
The headline number this week was boring, but the action underneath was not, as the momentum meltdown was tearing through the market’s most crowded t...
