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Research & Insight

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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 SignalsFocused on identifying the short, intermediate and long-term trends in the investment markets: equities, fixed income, currencies, commodities and gold. See all Trade Signals

Most Recent Stories

On My Radar: The Liquidity Cycle and Asset Positioning - 04-28-2023

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  April 28, 2023 By Steve Blumenthal "It's always about the Fed. It's always been about the Fed. It will always be about the Fed. Don't fight the Fed." "It's liquidity that moves markets..." - Stan Druckenmiller US stocks rallied yesterday after a strong round of corporate [...]Read More >

On My Radar: “Forget About It, Donnie” - 04-21-2023

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  April 21, 2023 By Steve Blumenthal "Forget about it." - Donnie Brasco, (1997) Donnie Brasco is a 1997 crime drama directed by Mike Newell starring Johnny Depp and Al Pacino. The film is based on the true story of an FBI agent named Joe Pistone (played by Depp), who goes [...]Read More >

On My Radar: The Canary in the Coal Mine? It’s The High Yield Bond Market - 04-14-2023

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  April 14, 2023 By Steve Blumenthal "Would I say there will never, ever be another financial crisis? You know, probably that would be going too far, but I do think we're much safer, and I hope that it will not be in our lifetimes, and I don't believe it will be." - Janet Yellen on [...]Read More >

On My Radar: Current Market Valuations and What They Tell us About Future Returns - 04-7-2023

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  April 7, 2023 By Steve Blumenthal “If you took our top fifteen decisions out, we'd have a pretty average record. It wasn't hyperactivity, but a hell of a lot of patience. You stuck to your principles and when opportunities came along, you pounced on them with vigor." - Charlie [...]Read More >

On My Radar: Re·al·is·tic Return Assumptions, China and the Fed - 03-31-2023

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  March 31, 2023 By Steve Blumenthal “Quantitative easing ‘worked’ by flooding the economy with so much zero-interest base money that investors lost their minds, driving even long-term interest rates to record-low levels, and driving our most reliable stock market valuation measures [...]Read More >

On My Radar: The Fed that Failed - 03-24-2023

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  March 24, 2023 By Steve Blumenthal “Swing your swing. Not some idea of a swing. Not a swing you saw on TV. Not that swing you wish you had. No, swing your swing. Capable of greatness. Prized only by you. Perfect in its imperfection. Swing your swing. I know, I did.” - Arnold [...]Read More >

On My Radar: Cracked! Something Broke! - 03-17-2023

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  March 17, 2023 By Steve Blumenthal “The last two years [are] one of the biggest policy mistakes in the 110-year history of the Fed, by staying so easy when everything was booming,” - Jeremy Siegel “My problem with the Fed, overall, is there’s too many academics in the mix,” said [...]Read More >

On My Radar: Cracks, Something Will Break - 03-10-2023

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  March 10, 2023 By Steve Blumenthal “It is not true that people stop pursuing dreams because they grow old, they grow old because they stop pursuing dreams.” – The Gabriel García Márquez (March 6, 1927 – April 17, 2014) This morning, February payrolls came in 85,000 jobs higher [...]Read More >

On My Radar: Powder Day - 03-3-2023

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  March 3, 2023 By Steve Blumenthal “If they stand behind you, defend them. If they stand next to you, respect them, If they stand against you, defeat them.” – The Wolf's Crede I attend several investment conferences every year, and the best one, hands down, is the conference [...]Read More >

On My Radar: Hard or Soft? - 02-24-2023

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  February 24, 2023 By Steve Blumenthal “We find no instance in which a central [bank]–induced disinflation occurred without a recession. [. . .] Simulations of our baseline model suggest that the Fed will need to tighten policy significantly further to achieve its inflation [...]Read More >

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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.

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