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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
The FOMC meeting concludes today with the rate decision at 2:00 PM ET, followed by Warsh’s press conference at 2:30 PM. Heading into today’s announcement, the market is placing 62% odds the Fed holds rates at the current 3.50% to 3.75% range. However, as we share below, market expectations for a September rate hike are running at 82%. Will high oil prices and their impact on inflation force the Fed’s hand t...
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.
The AI Capex Bill Comes Due
🔎 At a Glance
🏛️ Market Brief – Eight Sectors Higher, Index Still Lower
The S&P 500 finished the week at 7,411.98, down about 0.6%, as an AI capex scare and an oil shock collided into its second...
