SimpleVisor

SimpleVisor

Introducing Simple Visor, the self-guided investor research site from the Portfolio Managers at RIA Advisors.

It has the features you need for just about any purpose, from day trading to supplemental research to long-term investing. The publication of any content on this page should not be construed by any user and/or prospective user as RIA Advisors's (i) solicitation to effect, or attempt to effect transactions in securities over the Internet, or (ii) provision of any investment, tax, or financial advic

Risks Facing Bullish Investors As September Begins 03/09/2024

Today's examines the two that face as September begins.

Risks Facing Bullish Investors As September Begins Discover the key risks facing investors in September. Learn about the market dynamics and implications for investors.

Japanese Style Policies And The Future Of America 30/08/2024

Today's blog follows a recent conversation with about the similarities of prescriptions in the U.S. and the similarities to .

Japanese Style Policies And The Future Of America Learn about the similarities between U.S. and Japanese monetary policies and what Japan can teach us about the future of the U.S. economy.

Overbought Conditions Set Up Short-Term Correction 27/08/2024

oday's discusses how the short-term conditions set up the potential for a .

Overbought Conditions Set Up Short-Term Correction Discover the effects of short-term overbought conditions in the market. Gain insights on investment strategies in this informative blog post.

Retail Sales Data Suggests A Strong Consumer Or Does It 23/08/2024

Today's blog digs into the underlying problems of the recent report. Like the recent revision, headline data may be overstating the strength of the .

Retail Sales Data Suggests A Strong Consumer Or Does It Analyze the monthly change in retail sales data over the last two years. Understand the implications for economic growth.

Market Decline Over As Investors Buy The Dip 20/08/2024

Today's reviews the recent , and the inflow of investors "buying the dip." We discuss the to the rally near term.

Market Decline Over As Investors Buy The Dip Understanding the recent market decline: analyzing the causes, implications, and potential opportunities for investors.

Economic Growth Myth & Why Socialism Is Rising 16/08/2024

This week's delves into the issue of the of growth in the U.S. and why is rising.

Economic Growth Myth & Why Socialism Is Rising Exploring the trend of economic growth and its implications for the future. Dive into the impact of debt and the decline of prosperity.

Are Mega-Caps About To Make A Mega-Comeback? 13/08/2024

oday's takes a look at the recent in stocks. Is this the beginning of a bigger rotation out of these companies? Or are they about to make a comeback? We examine 4-reasons.

Are Mega-Caps About To Make A Mega-Comeback? Is the recent correction an opportunity to buy 'Mega-Cap' stocks? Explore the potential for investors to return to large-cap positions.

UBI - Tried, Tested And Failed As Expected 09/08/2024

Today's explores a recent study of . What is it? Does it achieve its theoretical goals? What happened when it was tried?

UBI - Tried, Tested And Failed As Expected Is Universal Basic Income (UBI) a viable solution or a flawed concept? Learn about the theory, history, and economic implications.

Yen Carry Trade Blows Up Sparking Global Sell-Off 06/08/2024

Today's reviews the that blew up the world yesterday. What is it? What does this mean for the market? And to navigate whatever comes next.

Yen Carry Trade Blows Up Sparking Global Sell-Off Uncover the truth behind the Yen Carry Trade and its impact on global markets. Learn how this unexpected event led to a major sell-off.

The Sahm Rule, Employment, And Recession Indicators 02/08/2024

Since today is day, today's blog reviews the importance of as a indicator. We dig into the , which has gained some notoriety recently, and other indicators that suggest risk to the outlook.

The Sahm Rule, Employment, And Recession Indicators Understand the Sahm Rule and its implications for the economy. Is this indicator, and others, flashing a warning about a recession?

Bullish Years Often Have Corrections 30/07/2024

Today's puts the recent process of the into perspective. After a ~3% decline, lots of headlines about the which is way too early. Reality is corrections happen...all the time.

Bullish Years Often Have Corrections Understanding market corrections during bullish years. Learn why individuals often panic and make poor portfolio decisions

Overly Optimistic Investors Face Potential Disappointment 26/07/2024

Today's blog examines about returns. Even with the recent pullback, are very optimistic. What does that mean for future returns?

Overly Optimistic Investors Face Potential Disappointment Uncover the truth about the lowered earnings bar in Q2 reporting and the risk of stocks rallying even as estimates fall.

The Bull Market - Could It Just Be Getting Started? 23/07/2024

Today's blog post explores a comment from that the is just getting started with the improvement in . Is that the case, or will this be another failed rally attempt?

The Bull Market - Could It Just Be Getting Started? Could the bull market just be getting started, or will the recent rotation to small caps once again disappoint investor expectations?

Can Mega-Capitalization Stocks Continue Their Dominance? 19/07/2024

Today's blog is the question of whether the stocks can continue their dominance in the future. We examine the drivers that created the concentration in the .

Can Mega-Capitalization Stocks Continue Their Dominance? Can Mega-Capitalization stocks and the drivers of their returns over the last decade continue for another decade? We explore the risks.

18/07/2024

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16/07/2024

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Fed Rate Cuts - A Signal To Sell Stocks And Buy Bonds? 16/07/2024

Today's post takes a look at cycles and the impact on the and markets.

Fed Rate Cuts - A Signal To Sell Stocks And Buy Bonds? Can Mega-Capitalization stocks and the drivers of their returns over the last decade continue for another decade? We explore the risks.

The "Broken Clock" Fallacy & The Art Of Contrarianism - RIA 14/07/2024

Travel on Friday didn't allow me to post the link for our latest .
The and the art of explores the problem with the / argument. Both sides are eventually wrong. Unfortunately, bulls are always wrong at the worst time.

The "Broken Clock" Fallacy & The Art Of Contrarianism - RIA Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial advisory community stems from the "career risk" they face.

12/07/2024

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09/07/2024

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Private Equity - Why Am I So Lucky? 09/07/2024

I have received a lot of emails as of late on in . As with all investments, there are pros and cons, but unless you really know what you are doing, has a lot more than many realize. Today's explains.

Private Equity - Why Am I So Lucky? We explore the backdrop of private equity investing and the many traps to individuals that aren't often realized until far too late.

04/07/2024

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Earnings Bar Lowered As Q2 Reports Begin 02/07/2024

Today's dives into Q2 earnings as we kick off next week. Here is a dive into the analysis and what you need to know.

Earnings Bar Lowered As Q2 Reports Begin Uncover the truth about the lowered earnings bar in Q2 reporting and the risk of stocks rallying even as estimates fall.

01/07/2024

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Career Risk Traps Advisors Into Taking On Excess Risk - RIA 28/06/2024

Today's blog discusses how are trapped by . What is that, and what actionable items can they take to be better stewards to their clients?

Career Risk Traps Advisors Into Taking On Excess Risk - RIA Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial advisory community stems from the "career risk" they face.

27/06/2024

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25/06/2024

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S&P 6300? Is That Outside The Realm Of Possibility? 25/06/2024

Today's looks at $GS recent price target increase to 6300 for the S&P 500 by year-end. Is such a move outside the realm of possibility? This is a follow up to our last week on the permanent shift higher in .

S&P 6300? Is That Outside The Realm Of Possibility? Get insights into the S&P 6300 target. Discover the fundamental case and market momentum supporting this ambitious year-end goal.

21/06/2024

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A Fundamental Shift Higher In Valuations 21/06/2024

Today's report digs into why there has been a shift HIGHER in and what that means for going forward.

A Fundamental Shift Higher In Valuations Understanding the debate about markets and valuations. Learn why low rates and increased liquidity have driven excess returns.