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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 S&P 500 has gone nowhere since June 1, but beneath the surface, a stealth bear market, driven by a series of significant value vs. growth rotations, has significantly impacted many S&P 500 members. Over the last five months, the S&P 500 is up about 1%, yet at some point during the period, 182 S&P 500 stocks, or 36% of the index, fell 20% or more from their 2026 highs. Furthermore,...
Portfolio Trade Alert – October 26, 2026
Equity and ETF Models
A few weeks ago, we took a tax loss in longer-duration bonds (EDV - Vanguard Extended Duration) and swapped it into the iShares 20+ Year Treasury Bond ETF (TLT). Since that swap, the position is up more than 5.5% and is approaching more extreme overbought conditions.
Today, we are taking...
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.
Stock-Bond Correlation: Oil Broke The Hedge. Oil Will Fix It.
The stock-bond correlation broke twice in four years for the same reason, and both times the cause was inflation from the supply side. When that kind of inflation fades, the hedge comes back, and last week was the first look at it.
