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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: Too Much Bull - 01-15-2014

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S&P 500 Index 1839 By Steve Blumenthal January 15, 2014 The cyclical bull market trend remains in place, the Fed remains supportive and Investor Sentiment remains far too bullish.  I continue to favor hedging long-term equity exposure tied to today’s Extreme Optimism. Included in this [...]Read More >

On My Radar: With All Due Respect - 01-10-2014

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January 10, 2014 By Steve Blumenthal In this week’s On My Radar, I share the following: Asset Class Returns – An Interesting Look at Annual Returns (best to worst) With All Due Respect – An advisor’s response to last week's On My Radar Time to Pick a Ladder – by Blaine Robbins Trade [...]Read More >

Trade Signals: Extreme Optimism Remains - 01-8-2014

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S&P 500 Index 1833 By Steve Blumenthal January 8, 2014 In this week’s piece, along with the usual charts, I include an interesting chart showing the correlation between the growth in the Fed’s balance sheet, the S&P 500 Index and Gold.  The correlation in gold broke in 2013.  For [...]Read More >

On My Radar: Time to Brace for a 20% Correction - 01-3-2014

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S&P 500 Index 1831 By Steve Blumenthal January 3, 2014 There have been just three times since 1995 that Investor Crowd Sentiment (overall investor confidence in the stock market) has registered a higher bullish reading than today.  To shout caution would be an understatement. In this [...]Read More >

Trade Signals: Time to Brace for a 20% Correction - 01-1-2014

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S&P 500 Index 1831 By Steve Blumenthal January 3, 2014 There have been just three times since 1995 that Investor Crowd Sentiment (overall investor confidence in the stock market) has registered a higher bullish reading than today.  To shout caution would be an understatement. In this [...]Read More >

Investor’s Business Daily: Best ETFs For 2014 - 12-30-2013

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Best ETFs For 2014: 9 Picks From 9 Strategists December 26, 2013 By Trang Ho Investor's Business Daily asked several investment strategists to share their one best ETF that investors should consider buying for 2014. Steve picked ProShares Ultra Short Yen (YCS) as the ETF with the most upside [...]Read More >

Trade Signals: Riding the Equity Wave - 12-26-2013

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S&P 500 Index 1837 By Steve Blumenthal December 26, 2013  The ride for equities continues on and boy has it been a good one.  How much longer?  The key charts for me are the two Cyclical Trend charts I share in this piece today and every Wednesday.  Having a strategy and the ability to [...]Read More >

The Blumenthal Viewpoint: 2014 Market Outlook - 12-20-2013

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December 20, 2013 By Steve Blumenthal “People who habitually purchase common stocks at more than about 20 times their average earnings are likely to lose considerable money in the long run.”  Ben Graham and David Dodd in their 1940 book Security Analysis: Principles and Techniques In [...]Read More >

Trade Signals: The Santa Claus Rally - 12-18-2013

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S&P 500 Index 1780 By Steve Blumenthal December 18, 2013 The cyclical trend remains positive (though aged) and we are entering a seasonally friendly time of year for the equity markets.  This week, along with the usual sentiment and cyclical trend charts, I include an interesting chart [...]Read More >

On My Radar: Integrity & Leadership - 12-13-2013

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December 13, 2013 By Steve Blumenthal I was in Scottsdale, Arizona this week presenting at the IMN 18th Annual Global Indexing and ETFs Conference.  Goldman Sachs was the lead sponsor and all of the big industry players were there.  The content was particularly rich this year.  It was a two and [...]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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