Research & Insight

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 [...]Read More >

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 [...]Read More >

November 14, 2014 By Steve Blumenthal Shortly after each month end (after the most recent reported earnings numbers are posted), I like to run through a few of my favorite valuation charts to gauge level, asses risk and to get a sense for what the probable forward return may be. Fortunately, [...]Read More >

S&P 500 Index 2039 By Steve Blumenthal November 12, 2014 Technical evidence remains positive. Big Momentum (“Mo”) is in a buy signal since October 14, 2011 and trend evidence (as measured by the 13/34-Week EMA - see chart 2) is positive. Investor sentiment has moved quickly from [...]Read More >

November 7, 2014 By Steve Blumenthal “Traditional Capitalism: You have two cows. You sell one and buy a bull. Your herd multiplies and the economy grows. You sell them and retire on the income. “American Capitalism: You have two cows. You sell three of them to your publically listed company, [...]Read More >

S&P 500 Index 2023 By Steve Blumenthal November 5, 2014 Technical evidence remains positive. Big Momentum (“Mo”) is in a buy signal since October 14, 2011 and trend evidence (as measured by the 13/34-Week EMA - see chart 2) supports the continuation of the current cyclical bull market [...]Read More >

November 5, 2014 By Aparna Narayanan Investor's Business Daily “It’s a game changer,” Steve Blumenthal, CEO of CMG Capital Management Group, told Investor’s Businsess Daily in the story Three Best Reasons To Invest In The Currency-Hedging ETFs. Steve was referring to Friday’s news that the [...]Read More >

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 [...]Read More >

  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 [...]Read More >

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 [...]Read More >