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.

On My RadarSteve'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
Trade SignalsSteve'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
Quarterly PerformanceFacts and figures tell the story and help make decisions.See all quarterly performance reports
Digital MediaJoin us for free webinars and other online events - stay up to speed on the latest research and insights, products and services. See all Digital Media
NewsStay ahead of the game by tracking the news.See all News
Thoughts From MauldinWe've curated from John's most poignant weekly newsletters to provide you with what's happening in the economy and navigate the markets with confidence.See all Thoughts from Mauldin

Most Recent Stories

On My Radar: The Outlook for Real Estate, Mortgage Rates and Treasury Yields - 09-22-2023

Share This:

September 22, 2023 By Steve Blumenthal "Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time." - Thomas A. Edison The days are growing shorter. Tomorrow marks the official start of fall. For me, it began last evening, [...]Read More >

On My Radar: The Fed, Inflation, The 10-year and the Dollar - 09-15-2023

Share This:

September 15, 2023 By Steve Blumenthal "I know that it is fashionable to talk about a ‘dual mandate’ – that policy should be directed toward the two objectives of price stability and full employment. Fashionable or not, I find that mandate both operationally confusing and [...]Read More >

On My Radar: Leading Economic Indicators, Student Loans, Helicopter Money, and Realistic Return Expectations - 09-8-2023

Share This:

September 8, 2023 By Steve Blumenthal "If the quarterback throws the ball in the end zone and the wide receiver catches it, it's a touchdown." - John Madden Football season has begun, and I imagine the number of Google searches checking Vegas odds is dramatically up. My son [...]Read More >

On My Radar: Understanding Cycles - 09-1-2023

Share This:

September 1, 2023 By Steve Blumenthal "Cycles are the most important thing." - Britt Harris, CEO and CIO, The University of Texas/Texas A&M Investment Company First, let me begin by wishing you a fun-filled weekend. As summer comes to an end, I hope this note finds you on the [...]Read More >

On My Radar: Credit Crunch at Hand - 08-25-2023

Share This:

August 25, 2023 By Steve Blumenthal "What is now happening hasn't happened before in our lifetimes but has happened many times throughout history—typically, just before civil wars. In my opinion, this is a VERY big, bad deal yet most people are quietly going along with it." - Ray [...]Read More >

On My Radar: The Decisive Decade - 08-18-2023

Share This:

August 18, 2023 By Steve Blumenthal "The Decisive Decade is cautionary and optimistic. Ward shows a path for America and the Free World to win the contest with the Chinese Communist Party. He calls for rebuilding American economic, industrial, and technological might, and [...]Read More >

On My Radar: Ray Dalio – The Great Wealth Transfer - 08-11-2023

Share This:

August 11, 2023 By Steve Blumenthal "Ultimately, if the deficit isn’t contained, taxes will be raised to the point that the engine of the US economy — the all-important consumer — will have considerably less discretionary income. - Quincy Krosby, the chief global strategist for [...]Read More >

On My Radar: The Outlook On Inflation and Residential Real Estate - 07-28-2023

Share This:

July 28, 2023 By Steve Blumenthal "The Federal Reserve’s preferred inflation gauge climbed at a 4.1% annual pace in June, marking a sizable step down from May’s 4.6% annual rate and bringing price growth to its slowest pace in nearly two years.." - Barron's, July 28, 2023 I [...]Read More >

On My Radar: Druckenmiller on Debt, Markets, and Investment Wisdom - 07-21-2023

Share This:

July 21, 2023 By Steve Blumenthal "I am so tired of being a bear." - Stanley Druckenmiller, Chairman & CEO of Duquesne Family Office Stanley Druckenmiller is a well-known American investor and hedge fund manager whose investment style is often described as macroeconomic and [...]Read More >

On My Radar: The Direction of Interest Rates - 07-14-2023

Share This:

July 14, 2023 By Steve Blumenthal "The stock market is never obvious. It is designed to fool most of the people, most of the time." - Martin Zweig "I believe the only edge in investing is innovation." - Mark Finn, Chairman, CEO, and COO, Vantage Consulting Group One of my [...]Read More >

Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.