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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: Correction Targets - 12-11-2013

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S&P 500 Index 1782 By Steve Blumenthal December 11, 2013 As I mentioned in last week’s piece, there are simply too many bulls and two few bears.  In fact, the lowest number of bears since 1987.  This is concerning.  Expect a correction.  This week, along with the usual sentiment and [...]Read More >

On My Radar: Secret Sauce - 12-6-2013

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December 6, 2013 By Steve Blumenthal It was a rough call with an advisor friend.  Corporate profits are on the rise and he is of the view that those profits will continue rising thus proclaiming, “we are in a unique new period”.  I’m of the view that he’s wrong.  Boy - do we all want to be [...]Read More >

Trade Signals: Too Much Optimism - 12-4-2013

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S&P 500 Index 1798 By Steve Blumenthal December 4, 2013 Each week I try to add an interesting chart or two.  This week, along with the usual sentiment and cyclical trend charts, I have included an additional sentiment chart plotting Investors Intelligence weekly survey of financial advisors [...]Read More >

On My Radar: Euthanasia of the Economy? - 11-29-2013

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November 29, 2013 By Steve Blumenthal Today I share our UK partner, Niels Jensen’s, November client letter.  I always enjoy Niels thinking and particularly enjoyed this letter.  It begins, “In his masterpiece The General Theory of Employment, Interest and Money, John Maynard Keynes referred to [...]Read More >

Trade Signals: Hedged & Happy - 11-27-2013

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S&P 500 Index 1805 By Steve Blumenthal November 27, 2013 Each week I try to add an interesting chart or two.  This week, along with the usual sentiment and cyclical trend charts, I have included a chart that supports the old adage - Don’t Fight the Fed. For now the cyclical trend remains [...]Read More >

Barron’s: Emerging Markets Daily - 11-25-2013

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Barron's reporter, Shuli Ren poses the question "How Much Weight Should EMs Have In Your Portfolio?" She spoke with Steve to talk about exposure in Emerging Markets and whether or not the MSCI ACWI’s 8% exposure is enough. To read the article on Barron's, click here. [...]Read More >

Trade Signals: Even Higher Extreme Sentiment Readings - 11-20-2013

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S&P 500 Index 1791 By Steve Blumenthal November 20, 2013 Trade Signals is designed to help you navigate the risks and rewards of the stock market.  I believe a less certain investment outlook is ahead due to unmanageable debt, entitlements and unprecedented central bank manipulation.  Debt [...]Read More >

On My Radar: Out of Gas - 11-15-2013

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November 15, 2013 By Steve Blumenthal I’m in San Diego this week speaking at the Bloomberg ETF Master Class Conference– an interesting group of advisors seeking further knowledge on trading ETFs.  Throughout the conference, I kept thinking about being in the midst of a speculative spike in the [...]Read More >

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