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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: “Very Far From Normal” - 08-22-2014

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August 22, 2014 By Steve Blumenthal To me, the next cyclical market down trend is linked to Fed Policy and the timing of their change in interest rate policy. For now,  I remain in the Don't Fight the Fed or The Trend camp (constructive on equities). So what happens when the Fed raises [...]Read More >

On My Radar: Teach Them to Fly - 08-15-2014

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August 15, 2014 By Steve Blumenthal There is an argument being made that the currently high valuation measures (PE, dividends, price to book, price to sales) are really not so high when you consider that today’s interest rates are so low.  The thinking is that today’s ultra-low interest rates [...]Read More >

Trade Signals: Short-term Sentiment Says Buy - 08-13-2014

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S&P 500 Index 1933 By Steve Blumenthal August 13, 2014 Despite my personal feelings that: the cyclical bull market is aged, profit margins have likely peaked (and will likely mean revert), the market is meaningfully overvalued and over-owned, and margin debt is high and cash [...]Read More >

Steve in Bloomberg On Boosting Debt Bets - 08-13-2014

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Boosting debt bets could lead to a repeat of 2008 financial crisis, CMG Capital Management Group CEO Steve Blumenthal tells Bloomberg. Derivatives that helped inflate the 2007 credit bubble are being remade for a new generation, writes Sridhar Natarajan and Alastair Marsh in Bloomberg yesterday. The [...]Read More >

On My Radar: The Maybe and When - 08-8-2014

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August 8, 2014 By Steve Blumenthal I was interviewed by a very bright Bloomberg fixed income reporter yesterday.  His area of expertise is high yield credit and he had recently read the piece I wrote for Forbes, Code Red in High Yield.  He jumped right in with question number one, “is this the [...]Read More >

Trade Signals: Low Cash High Debt - 08-6-2014

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S&P 500 Index 1917 By Steve Blumenthal August 6, 2014 Along with each week’s equity and fixed income trade signal charts, this week I include a chart showing low available cash and a one showing high margin debt. Big Mo remains in a cyclically bullish buy signal for equities and the [...]Read More >

CMG Q2 2014 Quarterly Performance Update - 08-5-2014

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Dear clients, friends and family: Following is the 2014 second 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 CMG [...]Read More >

On My Radar: Central Bank Smackdown - 08-1-2014

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August 1, 2014 By Steve Blumenthal Last week’s On My Radar discussed the coming default wave in the high yield market (Code Red for High Yield).  This week, I share a great piece from my good friend and long time partner, John Mauldin, titled Central Bank Smackdown. John notes the difference [...]Read More >

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