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

Trade Signals: Risk Remains High - 07-30-2014

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S&P 500 Index 1965 By Steve Blumenthal July 30, 2014 Big Mo remains in a cyclically bullish buy signal for equities and the Zweig Bond Model remains in a cyclically bullish buy signal for bonds. Investor sentiment remains extreme. Included in this week’s Trade [...]Read More >

On My Radar: Code Red for High Yield - 07-25-2014

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July 25, 2014 By Steve Blumenthal The risk in the high yield bond market is off the charts. Yields are near record lows, bonds that shouldn’t be getting funding are and at terms unfriendly to investors. A default cycle is in sight and unfortunately the nature of liquidity has changed. This [...]Read More >

Trade Signals: Up Trend Risk High - 07-24-2014

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S&P 500 Index 1986 By Steve Blumenthal July 23, 2014 Big Mo remains in a cyclically bullish buy signal for equities and the Zweig Bond Model remains in a cyclically bullish buy signal for bonds. Don't fight the Fed or the trend supports further gains; however, the overall level of risk is [...]Read More >

On My Radar: Some Hope & Prayer - 07-18-2014

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July 18, 2014 By Steve Blumenthal “See life as a marvelous unfolding of possibilities and blessings!” -Author unknown I’m writing a piece for Forbes about high yield and I’d like to share with you the genesis of the piece (I’ll provide a link for you in next week’s On My Radar). Simply, yields [...]Read More >

Trade Signals: At Some Point We Will Fight the Fed - 07-16-2014

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S&P 500 Index 1973 By Steve Blumenthal July 16, 2014 Big Mo remains in a cyclically bullish buy signal for equities and the Zweig Bond Model remains in a cyclically bullish buy signal for bonds. I believe the overall level of investment risk is high due to excessively high valuations and [...]Read More >

On My Radar: A Debt Trap - 07-11-2014

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July 11, 2014 By Steve Blumenthal I was in Denver this week presenting at a large investor forum. I shared with the audience two valuation charts I believe you will find interesting. One looks at forward PE (a measure I disfavor). The other is what Warren Buffett called “probably the best [...]Read More >

Trade Signals: Risk Remains High - 07-9-2014

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S&P 500 Index 1976 By Steve Blumenthal July 9, 2014 Charts are updated - the commentary is unchanged from last week: Big Mo remains bullish and the Zweig Bond Model remains in a bullish buy signal for bonds. Both trends remain positive. I believe the overall level of risk is high due to [...]Read More >

On My Radar: “Getting on the Check” - 07-3-2014

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June 27, 2014 By Steve Blumenthal Wishing you a wonderful 4th of July holiday weekend. I share the following in this week’s (shortened) On My Radar: CBS’s 60 Minutes - Steve Kroft reports on the alarming state of the federal disability program What is Tail-Risk Hedging? Trade Signals: [...]Read More >

Trade Signals: Big Mo Still Says Go - 07-2-2014

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S&P 500 Index 1975 By Steve Blumenthal July 2, 2014 Big Mo remains bullish and the Zweig Bond Model remains in a bullish buy signal for bonds. Both trends remain positive. I believe the overall level of risk is high due to high valuations and investor optimism. That doesn’t mean the [...]Read More >

On My Radar: Deflation or Inflation? - 06-27-2014

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June 27, 2014 By Steve Blumenthal I listened to a Lacy Hunt presentation this week. In his view, debt is choking growth in the U.S. and the balance of the developed world and will continue to do so. In short, he shared research detailing that when total debt gets above 275% GDP, growth slows [...]Read More >

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