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.

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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.

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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.

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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.

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Quarterly Performance

Facts and figures tell the story and help make decisions.

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News

Stay ahead of the game by tracking the news.

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Webinars

Join us for free Webinars and online events - stay up to speed on the latest research and insights, products and services.

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Most Recent Stories

3.4.9

Trade Signals – Sentiment Remains “Excessively Optimistic”, Trend Bullish - 03-4-2015

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S&P 500 Index 2099 By Steve Blumenthal March 4, 2014 Included in this week’s Trade Signals: Cyclical Equity Market Trend: The Primary Trend Remains Bullish for Stocks Volume Demand Continues to Better Volume Supply: Bullish for Stocks Weekly Investor Sentiment Indicator: NDR Crowd Sentiment Poll: Extreme Optimism (short-term BEARISH for stocks) Daily Trading Sentiment Composite: […]

2.27.1

On My Radar: Equity Valuations, Recessions and Market Declines - 02-27-2015

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February 27, 2015 By Steve Blumenthal This past week Germany sold five-year debt at a negative yield for the first time in history. Read, wash, rinse and repeat. A negative yield for the first time in history. The problem globally is unmanageable debt. An investor gets to pay Germany money for five years to hold […]

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Creative Destruction And Managing The Risk of Global Debt – Forbes - 02-26-2015

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2/24/2015 @ 6:27PM Steve Blumenthal, Contributor What beat me was not having brains enough to stick to my own game – that is to play the market only when I was satisfied that precedents favored my play.” – Jesse Livermore, Reminiscences of a Stock Operator There has been a lot of debate on the Reinhart-Rogoff hypothesis. […]

2.25.1

Trade Signals – Sentiment Turns Negative, Trend Remains Bullish - 02-25-2015

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S&P 500 Index 2115 By Steve Blumenthal February 25, 2014 Trend evidence remains favorable yet sentiment has climbed back to Extreme Optimism.  Such readings are short-term bearish for the market. This week, along with the usual trend and sentiment charts, I include a special chart that tracks the amount of total equity market exposure of […]

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On My Radar: The $9 Trillion Dollar Question - 02-20-2015

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February 20, 2015 By Steve Blumenthal “I think the government solution to a problem is usually as bad as the problem and very often makes the problem worse.” – Milton Friedman A close friend bought a $1 million condo but he did something very unusual, he borrowed the mortgage loan in Yen instead of dollars. […]

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McKinsey Global Institutue: Debt And (Not Much) Deleveraging - 02-19-2015

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Debt And (Not Much) Deleveraging February 2015 After the 2008 financial crisis and the longest and deepest global recession since World War II, it was widely expected that the world’s economies would deleverage. It has not happened. Instead, debt continues to grow in nearly all countries, in both absolute terms and relative to GDP. This […]

2.18.6

Trade Signals – New All Time High, Trend Evidence Remains Positive - 02-18-2015

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S&P 500 Index 2100 By Steve Blumenthal February 18, 2014 Every once in a while I post a chart on “margin debt”. Like available cash, margin debt can be used to buy stocks. Such demand can fuel stock prices higher.  Problems tend to occur when you reach extreme. Evidence suggests we have reached such point. […]

2.13.2

On My Radar: Schumpeter’s Creative Destruction - 02-13-2015

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February 13, 2015 By Steve Blumenthal “What beat me was not having brains enough to stick to my own game – that is to play the market only when I was satisfied that precedents favored my play” Jesse Livermore – Reminiscences of a Stock Operator There has been a lot of debate on the Reinhart-Rogoff […]

2.11.3

Trade Signals – Not Greedy Not Fearful, Trend Evidence Positive - 02-11-2015

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S&P 500 Index 2032 By Steve Blumenthal February 11, 2014 I came across the following special chart this week.  It speaks directly to the investor behavior and how it tends to be wrong (behaviorally buy and selling at the wrong times).  Often quoted Warren Buffett says, “Be fearful when others are greedy, and be greedy […]

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CMG Opportunistic All Asset Strategy Webinar - 02-11-2015

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On February 11, Mike Sciortino and Michael Hee hosted a webinar discussing the CMG Opportunistic All Asset Strategy and why it makes sense to position it in your clients’ portfolios today.  The webinar covers the strategy overview and portfolio construction process followed by a Q & A session.  To view a recording of the webinar, please […]

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