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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

Trade Signals: Yellen for Now - 02-12-2014

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S&P 500 Index 1826 By Steve Blumenthal February 12, 2014 Last week, short-term investor sentiment as measured by the NDR Daily Sentiment Poll reached the Extremely Pessimistic zone (a Bullish signal) while the NDR Crowd Sentiment Poll (a somewhat slower measure of sentiment) was nearing [...]Read More >

WSJ: Fear of Market Risk Ebbs Post-Crisis - 02-12-2014

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February 7, 2014 By Daisy Maxey Excerpt: Many high-net-worth investors see recent stock declines as a buying opportunity thanks to lessons learned from the market implosion of 2008-2009. The financial crisis left wealthy investors with a better understanding of risk and of the importance of [...]Read More >

On My Radar: The Problem is Debt - 02-7-2014

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February 7, 2014 By Steve Blumenthal What trips the wire?  The bubble is in the bond market and it just might be the biggest bubble of them all. The headlock we find ourselves in is caused by the massive weight of debt.  We owe too much, we have promised too much and are not making enough.  [...]Read More >

Trade Signals: Pessimism Rising - 02-5-2014

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S&P 500 Index 1755 By Steve Blumenthal February 5, 2014 Fear is clearly rising and investor sentiment is moving from excessive optimism toward excessive pessimism.  I share this Trade Signals with you today via email.  Included are a few extra charts that look at what I believe are logical [...]Read More >

On My Radar: More Juice Left in the Book - 02-5-2014

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January 31, 2014 By Steve Blumenthal “Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can’t buy what is popular and do well.” – Warren Buffett So where are we today?  I thought about the above quote as I listened to Dr. Jeremy [...]Read More >

Trade Signals: Correction in Place - 01-29-2014

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S&P 500 Index 1775 By Steve Blumenthal January 29, 2014 Included in this week’s update: Sentiment Charts – Extreme Optimism Remains: Hedge Equity Portfolio Exposure Cyclical Equity Market Trend Charts - Both Trend Charts Remain Bullish Cyclical Bond Market Trend Charts – Both Trend [...]Read More >

CMG Q4 2013 Quarterly Performance Update - 01-28-2014

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Dear clients, friends and family: Following is the 2013 fourth quarter and year end 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 [...]Read More >

On My Radar: Breaking Bad - 01-24-2014

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January 24, 2014 By Steve Blumenthal I’m deep in season four of Breaking Bad and completely enjoying the series.  Are we Breaking Bad?  Have we become too addicted to the Fed’s super drug (a pure form of liquid currency)?  After all, they are pretty good at making the stuff. This week’s On My [...]Read More >

Trade Signals: Big Mo Stays Go - 01-22-2014

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S&P 500 Index 1843 By Steve Blumenthal January 22, 2014 I thought I’d highlight the Big Mo Cyclical Trend Chart this week.  Despite all the macro economic noise (debt, currency manipulation, QE, political dysfunction, etc.), the market has moved higher.  Certainly, the hardest part for [...]Read More >

On My Radar: The Most Important Chart of the Year - 01-17-2014

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January 17, 2014 By Steve Blumenthal Things are not always as they seem.  In this business, it really is a game of opposites.  Today the market is expensive by most measures.  This is a confusing topic for many and there is always someone who says the market is cheap.  Who to believe?  What [...]Read More >

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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.
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