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: Start Off by Making Your Bed - 10-31-2014
October 31, 2014 By Steve Blumenthal “If you want to change the world, start off by making your bed” Admiral William H. McRaven “Have you heard about the Making Your Bed speech”, Susan asks me. I was sifting through a week’s worth of research trying to figure out what might be meaningful to share with […]
CMG Q3 2014 Quarterly Performance Update - 10-29-2014
Dear clients, friends and family: Following is the 2014 third 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 […]
S&P 500 Index 1985 By Steve Blumenthal October 29, 2014 Technical trend evidence remains positive and investor sentiment evidence continues to support a short-term recovery uptrend. The market remains expensively priced, the cyclical bull is aged – risk is high. Included in this week’s Trade Signals: Cyclical Equity Market Trend: Cyclical Bullish Trend for Stocks […]
On My Radar: The Rest of the Story - 10-24-2014
October 24, 2014 By Steve Blumenthal Paul Harvey, The Rest of The Story “Years ago a teacher in Detroit asked Stevie Morris to help her find a mouse that was lost in the classroom. You see, she appreciated the fact that nature had given Stevie something no one else in the room had. Nature […]
Trade Signals – Support Held, Big Mo Remains Bullish - 10-22-2014
S&P 500 Index 1941 By Steve Blumenthal October 22, 2014 Big Mo and the 13/34-Week EMA remain in cyclical bull market trends. Sentiment is extremely pessimistic (which is also bullish)and support held. The Zweig Bond Model continues to signal long-term bond exposure and high yield is back in a buy signal. Included in this week’s […]
October 17, 2014 By Steve Blumenthal “Investors should understand that prices and valuations are high is another way of saying future returns have already been realized, leaving little to be gained for quite some time.” John Hussman In 2005, I was pitched a Bear Stearns leveraged hedge fund that was run by several smart guys […]
S&P 500 Index 1835 By Steve Blumenthal October 15, 2014 The S&P 500 is down nearly 10% from its September high of 2019. The good news is investor pessimism is extreme. I’m going to tilt back the risk meter just a bit as investor pessimism is now at levels of extreme pessimism and the market […]
On My Radar: Stay Wary, Alert and Very, Very Nimble. - 10-10-2014
October 10, 2014 By Steve Blumenthal “We’re in a period with many daily (often hourly) points that represent pixels in the market’s picture. The short-run trends (the cyclical cycles) of the market are hard to predict. Without extraordinary powers of clairvoyance, the best plan is a diversified, non-correlated portfolio with a few engines to counterbalance […]
Trade Signals – Margin Debt at Record High - 10-8-2014
S&P 500 Index 1935 By Steve Blumenthal October 8, 2014 All but a few sectors of the stock market are under pressure. Many are below their 50 and 200 day moving averages and more stocks are declining than advancing. The health of the market is in decline; however, the overall trend evidence remains positive and […]
On My Radar: The Secret Goldman Sachs Tapes - 10-3-2014
October 3, 2014 By Steve Blumenthal “A lot of people are not psychologically suited to buy stocks that bump around all the time.” Warren Buffett (CNBC Oct 2, 2014) Last week it was Dalio, Bloomberg, Dudley, Cooperman, Robertson and Conway as well as Julian Robertson’s “we have created two bubbles that will bite us” (referring […]