Research & Insight

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Since 1992, CMG has embraced uncommon solutions –– the application of tactical investments as part of a progressive diversification philosophy –– to help investors successfully navigate the challenges of today’s investment world.

To enlighten those decisions, we make our insights, opinions, and research available in a variety of forms: Newsletters, white papers, economic commentary and weekly market updates. It’s a great library of information and it’s open 24/7/365. That way, you can drop by anytime.

  • Blumenthal ViewpointSteve's monthly examination of the global economic landscape and what he sees as the most relevant and vital market sectors to be watched.See all Blumenthal Viewpoints
  • On My RadarSteve's weekly debriefing identifies the most relevant market events of the past week and discusses how he sees these events impacting the market.See all On My Radar debriefings
  • Trade SignalsSteve's "risk on - risk off" call on market volatility and adjusting portfolio positioning for the market conditions. Steve illustrates his outlook on a weekly basis through the use of Sentiment Charts.See all Trade Signals
  • Quarterly PerformanceFacts and figures tell the story and help make decisions.See all quarterly performance reports
  • NewsStay ahead of the game by tracking the news.See all News
  • WebinarsJoin us for free Webinars and online events - stay up to speed on the latest research and insights, products and services. See all Webinars

Most Recent Stories


On My Radar: “It’s Déjà vu All Over Again.” - 09-25-2015

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September 25, 2015 By Steve Blumenthal “This Fed, massively dominated by academic Keynesians, has demonstrated that the conditions for normalizing rates are far more stringent than many of us had been led to believe from the speeches of the FOMC members themselves. This is a Federal Reserve with [...]Read More >


On My Radar: “Dammit Janet” - 09-18-2015

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September 18, 2015 By Steve Blumenthal “The effect of years of zero interest rate policies has been to progressively drive investors toward securities of greater and greater risk, in the belief that “There Is No Alternative” (TINA). In every other market cycle across history, once an “overvalued, [...]Read More >


On My Radar: Valuations, Forward Returns and Recession - 09-11-2015

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September 11, 2015 By Steve Blumenthal “Of the nine market declines associated with recessions that started with valuations above the mean, the average decline was -42.8%. Of the four declines that began with valuations below the mean, the average was -19.9%” – Doug Short I don’t believe a [...]Read More >


On My Radar: A Bumpy Ride? How Bumpy? And For How Long? - 09-4-2015

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September 4, 2015 By Steve Blumenthal At the National People’s Congress in Beijing in March 2015, China’s Premier Li Keqiang announced a growth target of 7 percent, acknowledging that “deep-seated problems in the country’s economy are becoming more obvious.” Three months later and thousands [...]Read More >

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