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: Big Mo Statistics - 03-12-2014

  • Share This:

S&P 500 Index 1868 By Steve Blumenthal March 12, 2014 We’ve been doing some additional work around the risk on and risk off buy and sell indicators that Big Mo generates.  I share some of that data below (under the Big Mo chart). Take a look. Included in this week’s update (the usual [...]Read More >

On My Radar: Focus on the Curve Ahead - 03-8-2014

  • Share This:

March 7, 2014 By Steve Blumenthal On Thursday I spoke at the NWA Financial Fitness Forum sponsored by Mach-1 Financial Group in Northwest Arkansas.  The keynote for the event was former Governor Mike Huckabee.  He spoke about the mess in Washington (of course) and his deep belief that they have [...]Read More >

Trade Signals: S&P 500 Over/Under Valuation Targets - 03-5-2014

  • Share This:

S&P 500 Index 1874 By Steve Blumenthal March 5, 2014 Included in this week’s update (the usual weekly charts): S&P 500 Index Median PE Overvalued and Undervalued Price Targets (as of February 28, 2014) Sentiment Charts – Crowd Sentiment is Extremely Optimistic: Hedge Cyclical [...]Read More >

On My Radar: A Quant’s Eye View - 02-28-2014

  • Share This:

February 28, 2014 By Steve Blumenthal If the big bubble is in the bond market, as I believe, we need to keep a close eye on the direction of interest rates.  I have my own long-term fundamental views towards higher rates (Fed QE driven), but the question is when. Patience is required. As a [...]Read More >

Trade Signals: Newsletters Wrong at Extremes - 02-26-2014

  • Share This:

S&P 500 Index 1846 By Steve Blumenthal February 26, 2014  Investor Sentiment has quickly moved back to the Extreme Optimism zone (as measured by the NDR Crowd Sentiment Poll) and the S&P 500 Index is challenging the all time price high. We are in an overbought, over believed and [...]Read More >

On My Radar: Between a Rock and a Hard Place - 02-21-2014

  • Share This:

February 21, 2014 By Steve Blumenthal One of the upcoming challenges for the Fed, aside from tapering, will be the decision to raise interest rates.  Keep in mind that the equity rally we have experienced has been largely fueled by the Fed (click here for a chart) and it is the end of this [...]Read More >

Steve on TheStreet.com - 02-20-2014

  • Share This:

"Don't Trust the Traditional 60/40 Split" Steve joined Gregg Greenberg at TheStreet.com once again for a discussion on the overvaluation of the market after last year's rally and how to optimize a portfolio allocation despite these ever-changing market conditions. To see the interview on [...]Read More >

Trade Signals: Neutral Sentiment - 02-19-2014

  • Share This:

S&P 500 Index 1828 By Steve Blumenthal February 19, 2014  Trade Signals is a weekly piece that looks at investor sentiment and identifies levels of both extreme optimism and extreme pessimism.  Those extremes may provide a path towards a proactive risk management process. I favor [...]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.