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

WSJ Voices: Steve Blumenthal, on Talking to Clients About Benchmarks - 10-15-2013

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In last week's Wall Street Journal Voices column, Steve discussed benchmarks and how to have a conversation with your client that sets proper expectations for portfolio returns relative to benchmarks. Excerpt: As human beings we're competitive and we want what's best. So when clients see the [...]Read More >

On My Radar: Default, It’s Nuclear - 10-11-2013

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October 11, 2013 By Steve Blumenthal “It would be insane to default, but it’s no longer a zero-percent probability,” said Simon Johnson, a former chief economist of the International Monetary Fund who teaches economics at the Massachusetts Institute of Technology and is a columnist for Bloomberg [...]Read More >

Trade Signals: Investor Sentiment Remains Favorable - 10-9-2013

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S&P 500 Index 1660 By Steve Blumenthal October 9, 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. Have [...]Read More >

On My Radar: Get Us Off The Dope - 10-4-2013

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September 20, 2013 By Steve Blumenthal If you asked me five years ago if the largest investment manager on the planet, BlackRock, would suggest to a room of professionals to “allocate to flexible core bond alternatives, find unconstrained managers and implement long/short strategies”, I would [...]Read More >

Trade Signals: October 2, 2013 - 10-2-2013

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S&P 500 Index 1690 By Steve Blumenthal October 2, 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. Have a [...]Read More >

Steve on Bloomberg Radio - 09-30-2013

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Click here to listen to Steve's interview on Taking Stock with Pimm Fox & Carol Masser on Friday. He touches on high valuation in the markets, expected forward returns and why it's important to set proper expectations in today's market environment. [...]Read More >

Steve visits TheStreet.com - 09-30-2013

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"Japanese Yen Still a Clear Short" - Emerging market stocks are cheap buys following the summer's sell-off but investors should short the Yen, says Steve. Click here to take a look at the full clip from Steve's conversation with Gregg Greenberg of TheStreet.com on September 27. [...]Read More >

Blumenthal Viewpoint: Overvalued – Misunderstood - 09-27-2013

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September 27, 2013 By Steve Blumenthal I’m in NYC this week for meetings and a few media interviews. I met with Gregg Greenberg at TheStreet.com this morning and tried my best to explain why Emerging Market portfolio exposure remains important (which is tough to do in 3 minutes). Later today, [...]Read More >

Trade Signals: September 25, 2013 - 09-25-2013

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S&P 500 Index 1700 By Steve Blumenthal September 25, 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. Have [...]Read More >

On My Radar: No Haircut - 09-20-2013

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September 20, 2013 By Steve Blumenthal I have had the same hair stylist for 15 years. Fancy word, “stylist”. I’d say barber but he would definitely take offense, so stylist it is. Don’t tell him but I think stylist means $45 and barber means $15. Anyway, I’m totally loyal, I trust [...]Read More >

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