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 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

CMG Q1 2015 Quarterly Performance Update - 04-27-2015

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Dear clients, friends and family: Following is the 2015 first quarter net performance 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 [...]Read More >

On My Radar: Recession Watch – Keep an Eye on This Chart - 04-24-2015

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April 24, 2015 By Steve Blumenthal "The most difficult thing is the decision to act, the rest is merely tenacity." - Amelia Earhart Understanding when a recession might begin is important to our long-term financial health. Why? The stock market declines approximately 40% during recessions. I’ve [...]Read More >

Trade Signals – “Risk On” Trade Remains in Place - 04-22-2015

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S&P 500 Index 2109 By Steve Blumenthal April 22, 2015 Charts are updated below. Trend remains positive and sentiment supportive. Included in this week’s Trade Signals: Cyclical Equity Market Trend: The Primary Trend Remains Bullish for Stocks Volume Demand Continues to Better [...]Read More >

On My Radar: The Speech at Lost Tree Club - 04-17-2015

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April 17, 2015 By Steve Blumenthal “I’m not predicting a crash, I’m just saying the risk reward of going early (Fed raising rates) is better than going late.” - Stan Druckenmiller I spent 45 minutes this morning watching the Bloomberg interview with Stan Druckenmiller. I had a number of other [...]Read More >

Trade Signals – Finding Uncorrelated Returns - 04-15-2015

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S&P 500 Index 2096 By Steve Blumenthal April 15, 2014 There are no major changes in trend and investor sentiment in the last few weeks. Below are the most recent trend and sentiment charts. Let’s call the environment cautiously bullish. Overall, valuations remain high and forward [...]Read More >

On My Radar: High Valuations = Low Forward Returns - 04-10-2015

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April 10, 2015 By Steve Blumenthal "I can't change the direction of the wind, but I can adjust my sails to always reach my destination." - Jimmy Dean Over the course of the first quarter, Standard and Poor’s lowered their forecast for 2015 earnings from $135 per share to $112 per share to $110 [...]Read More >

Trade Signals – Trend Remains Bullish, Risk Remains Elevated - 04-8-2015

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By Steve Blumenthal April 8, 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: [...]Read More >

Junk Bonds Are The Investment Opportunity Of A Lifetime, Just Not Yet - 04-6-2015

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4/3/2015 @ 7:40PM Steve Blumenthal, Contributor An outstanding investment opportunity in high-yield bonds is growing closer. Let’s take a look at what you can do to identify the opportunity and act on it. High-yield junk bonds can be an attractive asset class but, as the name implies, investing in [...]Read More >

On My Radar: Old Spice & Love – At 11,000 Feet - 04-3-2015

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April 4, 2015 By Steve Blumenthal “Deals are getting worse and worse for the investor, and they have been powerless to stop it. The only winners are issuers and their underwriters." - Martin Fridson I circle back to the high yield bond market frequently because I believe it will signal a coming [...]Read More >

Trade Signals – Trend and Sentiment Remain Bullish, Bond Models Remain Bullish - 04-1-2015

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By Steve Blumenthal April 1, 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: [...]Read More >

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