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.

image

Blumenthal Viewpoint

Steve'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

image

On My Radar

Steve'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

image

Trade Signals

Steve'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

image

Quarterly Performance

Facts and figures tell the story and help make decisions.

See all quarterly performance reports

image

News

Stay ahead of the game by tracking the news.

See all News

image

Webinars

Join 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

Bullish trend remains

Trade Signals – Cyclical Bullish Trend for Stocks Remains - 08-20-2014

  • Share This:

S&P 500 Index 1983 By Steve Blumenthal August 20, 2014 The following commentary is unchanged from last week’s post – the charts are updated through today: Despite my personal feelings that: the cyclical bull market is aged, profit margins have likely peaked (and will likely mean revert), the market is meaningfully overvalued and over-owned, and […]

fly

On My Radar: Teach Them to Fly - 08-15-2014

  • Share This:

August 15, 2014 By Steve Blumenthal There is an argument being made that the currently high valuation measures (PE, dividends, price to book, price to sales) are really not so high when you consider that today’s interest rates are so low.  The thinking is that today’s ultra-low interest rates make the stock market undervalued. The […]

8.13 chart 3

Trade Signals: Short-term Sentiment Says Buy - 08-13-2014

  • Share This:

S&P 500 Index 1933 By Steve Blumenthal August 13, 2014 Despite my personal feelings that: the cyclical bull market is aged, profit margins have likely peaked (and will likely mean revert), the market is meaningfully overvalued and over-owned, and margin debt is high and cash low … price momentum (as measured by Big Mo) remains […]

8.8 chart 1

On My Radar: The Maybe and When - 08-8-2014

  • Share This:

August 8, 2014 By Steve Blumenthal I was interviewed by a very bright Bloomberg fixed income reporter yesterday.  His area of expertise is high yield credit and he had recently read the piece I wrote for Forbes, Code Red in High Yield.  He jumped right in with question number one, “is this the top in […]

steve_fox

CMG Media Kit - 08-8-2014

  • Share This:

CMG has appeared in various industry media outlets including Investor’s Business Daily, Barron’s, InvestmentNews and the Wall Street Journal. We invite you to check out the CMG Media Kit. This piece highlights some of the appearances we’ve made this year and is a great tool to help your clients learn more about CMG.

low cash

Trade Signals: Low Cash High Debt - 08-6-2014

  • Share This:

S&P 500 Index 1917 By Steve Blumenthal August 6, 2014 Along with each week’s equity and fixed income trade signal charts, this week I include a chart showing low available cash and a one showing high margin debt. Big Mo remains in a cyclically bullish buy signal for equities and the Zweig Bond Model remains […]

economic-crisis1

CMG Q2 2014 Quarterly Performance Update - 08-5-2014

  • Share This:

Dear clients, friends and family: Following is the 2014 second quarter net performance information for CMG’s Tactical Investment Strategies along with our thoughts on each strategy over the past quarter.  In addition, we have provided the net performance for the CMG Managed Blends and the CMG Classic Blends.  We have also reflected the net performance […]

smackdown! logo

On My Radar: Central Bank Smackdown - 08-1-2014

  • Share This:

August 1, 2014 By Steve Blumenthal Last week’s On My Radar discussed the coming default wave in the high yield market (Code Red for High Yield).  This week, I share a great piece from my good friend and long time partner, John Mauldin, titled Central Bank Smackdown. John notes the difference in Sovereign bond yields […]

1-high-risk-solid-orange-md

Trade Signals: Risk Remains High - 07-30-2014

  • Share This:

S&P 500 Index 1965 By Steve Blumenthal July 30, 2014   Big Mo remains in a cyclically bullish buy signal for equities and the Zweig Bond Model remains in a cyclically bullish buy signal for bonds.  Investor sentiment remains extreme. Included in this week’s Trade Signals: Cyclical Equity Market Trend: Cyclical Bullish Trend for Stocks […]

792059

On My Radar: Code Red for High Yield - 07-25-2014

  • Share This:

July 25, 2014 By Steve Blumenthal The risk in the high yield bond market is off the charts.  Yields are near record lows, bonds that shouldn’t be getting funding are and at terms unfriendly to investors.  A default cycle is in sight and unfortunately the nature of liquidity has changed.  This one is shaping up […]

Page 1 of 4312345...102030...Last »