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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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Prices Decline Raising The Odds Of A Rate Cut

By Michael Lebowitz and Lance Roberts | Jul 12, 2024 | Daily Market Commentary
The Consumer Price Index (CPI) fell 0.1% last month, following 0.0% the prior month and expectations for a 0.1% increase. Core prices rose 0.1%, a tenth below last month’s reading and the consensus forecast. Year-over-year inflation is down to 3.0%.The better-than-expected inflation data further affirms the disinflation trend may be back on track. The two graphs below, charting the three-month average of the monthly CPI and the year-ov...
Portfolio Trade Alert – June 13, 2024

Portfolio Trade Alert – June 13, 2024

By Lance Roberts | Jun 13, 2024 | PRO TRADING
Trade Alert - Dividend Equity Model With the recent market runup, we are rebalancing some holdings in the dividend model. We are reducing Apple (AAPL) and Meta (META) back to target allocations. Given the pullback in oil and energy stocks, we are increasing Exxon Mobil (XOM) and Alerian MLP (ALMP) to target. Also, we are adding to 3M (MMM), bringing it to the tar...
Friday Favorites- Scanning The Materials Sector

Friday Favorites- Scanning The Materials Sector

By Michael Lebowitz and Nick Lane | Jul 12, 2024 | PRO BLOG
Goldman Sachs recently noted that hedge funds have been “aggressively” selling technology and communications stocks. Per Bloomberg: “Net selling in tech in June is on track to be the worst on record.” Technology and communications, especially the mega-cap stocks within those sectors, are leading the market higher. Most other stock sectors are lagging well behind...
Put Options – Nobody Wants Them

Put Options – Nobody Wants Them

By Lance Roberts | Jul 13, 2024 | PRO NEWSLETTER
By Lance Roberts | July 13, 2024