Research & Insight
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.
Steve's monthly examination of the global economic landscape and what he sees as the most relevant and vital market sectors to be watched.
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.
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.
Facts and figures tell the story and help make decisions.
Stay ahead of the game by tracking the news.
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Most Recent Stories
On My Radar: Code Red for High Yield - 07-25-2014
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 […]
Trade Signals: Up Trend Risk High - 07-24-2014
S&P 500 Index 1986 By Steve Blumenthal July 23, 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. Don’t fight the Fed or the trend supports further gains; however, the overall level of risk is high as the […]
On My Radar: Some Hope & Prayer - 07-18-2014
July 18, 2014 By Steve Blumenthal “See life as a marvelous unfolding of possibilities and blessings!” -Author unknown I’m writing a piece for Forbes about high yield and I’d like to share with you the genesis of the piece (I’ll provide a link for you in next week’s On My Radar). Simply, yields are far […]
Trade Signals: At Some Point We Will Fight the Fed - 07-16-2014
S&P 500 Index 1973 By Steve Blumenthal July 16, 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. I believe the overall level of investment risk is high due to excessively high valuations and excessive investor optimism; however, the market […]
On My Radar: A Debt Trap - 07-11-2014
July 11, 2014 By Steve Blumenthal I was in Denver this week presenting at a large investor forum. I shared with the audience two valuation charts I believe you will find interesting. One looks at forward PE (a measure I disfavor). The other is what Warren Buffett called “probably the best single measure of where […]
Trade Signals: Risk Remains High - 07-9-2014
S&P 500 Index 1976 By Steve Blumenthal July 9, 2014 Charts are updated – the commentary is unchanged from last week: Big Mo remains bullish and the Zweig Bond Model remains in a bullish buy signal for bonds. Both trends remain positive. I believe the overall level of risk is high due to high valuations […]
On My Radar: “Getting on the Check” - 07-3-2014
June 27, 2014 By Steve Blumenthal Wishing you a wonderful 4th of July holiday weekend. I share the following in this week’s (shortened) On My Radar: CBS’s 60 Minutes – Steve Kroft reports on the alarming state of the federal disability program What is Tail-Risk Hedging? Trade Signals: Sentiment Remains Extreme – 07-2-2014 CBS’s 60 […]
Trade Signals: Big Mo Still Says Go - 07-2-2014
S&P 500 Index 1975 By Steve Blumenthal July 2, 2014 Big Mo remains bullish and the Zweig Bond Model remains in a bullish buy signal for bonds. Both trends remain positive. I believe the overall level of risk is high due to high valuations and investor optimism. That doesn’t mean the market can’t go higher. Don’t […]
On My Radar: Deflation or Inflation? - 06-27-2014
June 27, 2014 By Steve Blumenthal I listened to a Lacy Hunt presentation this week. In his view, debt is choking growth in the U.S. and the balance of the developed world and will continue to do so. In short, he shared research detailing that when total debt gets above 275% GDP, growth slows at […]
Trade Signals: Sentiment Remains Extreme - 06-25-2014
S&P 500 Index 1958 By Steve Blumenthal June 25, 2014 Big Mo remains bullish and the Zweig Bond Model remains on a bullish buy signal for bonds. Both trends remain positive. I believe the inherent level of risk is high as indicated in the above Risk Meter because both valuations are high and investor […]