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

12.17.1

Trade Signals – Optimism No Longer, Buy the Dips - 12-17-2014

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S&P 500 Index 2012 By Steve Blumenthal December 17, 2014 It didn’t take long for the extreme optimism to diminish. I remain in the buy the dip camp. Sentiment is nearing extreme pessimism and we have entered the seasonally favorable time of year. Oil and geopolitical risk is front and center. However, trend evidence is […]

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Blumenthal Viewpoint: 2015 Outlook – Strong First Half, Challenging Second Half - 12-12-2014

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December 12, 2014 By Steve Blumenthal “That men do not learn very much from the lessons of history is the most important of all the lessons that history has to teach.” Aldous Leonard Huxley (1894-1963) Put me down as a long-time Philadelphia Eagles fan. But let’s just say I’m on the good sportsman side of […]

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On My Radar: 2015 Outlook – Strong First Half, Challenging Second Half - 12-12-2014

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December 12, 2014 By Steve Blumenthal “That men do not learn very much from the lessons of history is the most important of all the lessons that history has to teach.” Aldous Leonard Huxley (1894-1963) Put me down as a long-time Philadelphia Eagles fan. But let’s just say I’m on the good sportsman side of […]

12.10.1

Trade Signals – Trend Positive, Sentiment Remains Too Optimistic - 12-10-2014

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S&P 500 Index 2060 By Steve Blumenthal December 10, 2014  “We are 5.75 years into the mega-bull market that began in 2009. That is a very long period for even mega-bulls. Compare it with bulls from 1923 (5.83 years), 1994 (5.75 years), and 2002 (5.0 years).” Ned Davis (Ned’s Insights December 10, 2014) I’ve mentioned […]

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On My Radar: Passion and Heart - 12-5-2014

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December 5, 2014 By Steve Blumenthal “Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do work you believe is great work. And the only way to do great work is to love what you do. If you haven’t found it yet, […]

11.21.2

Trade Signals – Trend Positive, Sentiment Remains Too Optimistic - 12-3-2014

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S&P 500 Index 2070 By Steve Blumenthal December 3, 2014 Volatility is picking up in high yield. The decline in the price of oil has heightened concern for the survivability of energy related high yield bonds. Our high yield bond strategy hit its stop-loss level and we moved to short-term treasury and money market exposure. […]

11.26.7

Trade Signals – Bullish Trend Evidence Remains – Investor Sentiment Too Optimistic - 11-26-2014

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S&P 500 Index 2069 By Steve Blumenthal November 26, 2014 In short summary: Trend evidence remains positive as measured by Big Mo and the 13/34-Week EMA on the S&P 500. Sentiment is far too bullish suggesting short-term caution. Sentiment has reached the extreme bullish state about 28.5% of the time since 1994. The average return […]

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On My Radar: Purgatory and Bubbles - 11-21-2014

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November 21, 2014 By Steve Blumenthal “A safe investment is an investment whose dangers are not at that moment apparent.” – Lord Bauer All investments involve risk. Cash under your mattress (theft or fire), bank accounts, CDs, bonds, stocks… Truly, nothing is safe – yet some risks are less and some are more. Investing is […]

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InvestmentNews: Investment Managers ditching 60/40 portfolios in favor of more liquid alternatives - 11-20-2014

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November 16, 2014 By Ed McCarthy InvestmentNews CMG CEO Steve Blumenthal spoke to InvestmentNews about an alternative to the traditional 60/40 buy and hold stock/bond portfolio. Blumenthal favors a tactical portfolio comprised of 30% equity, 30% fixed income that reduces equity and fixed income exposure and adds exposure to tactical investment strategies creating a 30/30/40 portfolio. Excerpt […]

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Trade Signals – Big Mo (Momentum) Still Says Go - 11-19-2014

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S&P 500 Index 2049 By Steve Blumenthal November 19, 2014 In short summary: Big Momentum (“Mo”) still says go yet excessive optimism warns to expect a sell-off. I remain modestly bullish on equities. Buy the dips and own equities but hedged. Risk remains high due to high valuations and the length of the aged bull […]

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