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

7.31.5

The Fed – Between a Rock and a Hard Place - 07-31-2015

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July 31, 2015 By Steve Blumenthal   “Now look at them yo-yo's that's the way you do it You play the guitar on the M.T.V. That ain't workin' that's the way you do it Money for nothin' and your chicks for free.” Money For Nothing – Dire Straits   The Fed is sitting between a [...]Read More >

7.29.1

Trade Signals – Watching Out for Minus 2 - 07-29-2015

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S&P 500 Index 2102 By Steve Blumenthal July 29, 2015 The aged cyclical bull market up trend remains in place; however, fewer stocks are holding the market up.  Our favorite Trend Model, Big Mo, is in decline but continues to favor stock exposure. As for bonds, the Zweig Bond Model [...]Read More >

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On My Radar: Grantham, HY and the Cyclical Bear in Gold - 07-24-2015

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July 24, 2015 By Steve Blumenthal “If you’re young, take the whack [and] if you’re old, pray for the Fed to keep going.” – Jeremy Grantham Grantham was the opening keynote at the Morningstar Investment Conference in late June.  There were several notable insights I share with you this week.  The [...]Read More >

Black Widow Returns

On My Radar: Black Widow Returns - 07-17-2015

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July 17, 2015 By Steve Blumenthal “When it does happen, it’s usually not the first-derivative event that people are caught off guard by. They’re caught off guard by the second, third and fourth derivative events. It’s ‘Oh yeah, when interest rates go up, that happens.” - Gary Cohn, Goldman Sachs’ [...]Read More >

Global Recession

On My Radar: High Probability of a Global Recession - 07-10-2015

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July 10, 2015 By Steve Blumenthal   There is a high probability of a global recession. Today, let’s take a look at two models that have done a good job identifying recessions.  One says we are near or currently in a global recession. The reason this is important is that all significant [...]Read More >

Walking into a trap

On My Radar: Walking Into A Trap - 07-2-2015

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July 2, 2015 By Steve Blumenthal  “If more respected investors had warned about the market in ’07, we might have avoided the crisis in ’08.  I think the public is walking into a trap again…” -  Carl Icahn via Twitter June 24, 2015 Following up on his Twitter post, Icahn called in to CNBC. [...]Read More >

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