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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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Amazon Debt: Great Demand Despite Concerns

By Michael Lebowitz and Lance Roberts | Mar 13, 2026 | Daily Market Commentary
The technology sector has been on edge in recent months, in part due to the evolving landscape of AI innovation funding. More specifically, equity investors of the largest AI companies are growing increasingly concerned because debt is being used more frequently as cash flows/profits are no longer sufficient to fully cover capital expenditures. Oracle sparked the concern with a $18 billion debt offering last September, followed by a $25 bi...
Portfolio Trade Alert – March 10, 2026

Portfolio Trade Alert – March 10, 2026

By Michael Lebowitz | Mar 10, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models We sold our remaining positions in the Mortgage REITs- NLY and REM. We have been reducing exposure to them over the past few months, as they have performed very well on the steepening of the yield curve. However, in the process, the price-to-book-value ratio has become very extended, incentivizing REITs to issue shares and di...
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.  
Oppenheimer: The Risk Calculus Has Changed

Oppenheimer: The Risk Calculus Has Changed

By Lance Roberts | Mar 7, 2026 | PRO NEWSLETTER
🔎 At a Glance Give Us A Review ***** If you enjoy our work each week, could you be so kind as toÂ