CMG

Wealth through ingenuity

Linkedin
CMG > Research & Insight

Research & Insight

Print Friendly, PDF & Email

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

Trade Signals: HY’s in Decline - 09-24-2014

  • Share This:

S&P 500 Index 1998 By Steve Blumenthal September 24, 2014 Commentary is unchanged from last week. The charts are all updated. I include an additional high yield bond trend chart – thus the creatively boring title: HY’s in Decline. Included in this week’s Trade Signals: • Cyclical [...]Read More >

On My Radar: Too Many Hot Dogs - 09-19-2014

  • Share This:

September 19, 2014 By Steve Blumenthal As the debt bubble steps forward, we search for signs of inflation and deflation. Some growth and inflation is apparent in the U.S. while it is deflation and recession pressures in Europe and Japan.  Which way are interest rates headed?  The year-to-date [...]Read More >

Trade Signals – Too Few Bears - 09-17-2014

  • Share This:

S&P 500 Index 1984 By Steve Blumenthal September 17, 2014 Too Few Bears: You have to go all the way back to October 1987 to find a period that matched today’s lack of bearishness. We are now at a 27 year sentiment extreme showing complete lack of downside concern on the part of [...]Read More >

On My Radar: Higher We Go - 09-5-2014

  • Share This:

September 5, 2014 By Steve Blumenthal Higher we go! While valuation and sentiment data scream caution, trend data and Fed policy tells us to continue the ride. Today, let’s take a look at the latest valuation charts and an updated look at Don’t Fight the Fed or the Tape. As you’ll see, the [...]Read More >

On My Radar: Half-Full Growth Rates - 08-29-2014

  • Share This:

August 29, 2014 By Steve Blumenthal As we enter the last weekend of the summer, a bummer of a thought though I do favor the fall, I thought I’d keep this piece short and share with you what I found to be a very balanced and well thought-out view on the current state of the economy.  With granted [...]Read More >

Trade Signals: Trend & Sentiment Evidence - 08-27-2014

  • Share This:

S&P 500 Index 1997 By Steve Blumenthal August 27, 2014 I posted the following chart on Wednesday, August 13.  Short-term sentiment was extremely negative suggesting an oversold rally for the market.  The S&P 500 Index was at 1933.  It closed above 2000 for the first time in history [...]Read More >

Bloomberg: Blumenthal on Bond Trends - 08-26-2014

  • Share This:

CMG Capital Management Group CEO Steve Blumenthal spoke to Bloomberg News about about trends in the bond market.  The story by By Sridhar Natarajan and Matt Robinson, Junk Bonds Overtaken by High Grade as 2014’s Favored Bet, begins: Bonds sold by investment-grade companies worldwide are on pace [...]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.