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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: Investor Sentiment Remains Favorable - 09-18-2013

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S&P 500 Index 1725 By Steve Blumenthal September 18, 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: “You Can’t Handle the Truth!” - 09-13-2013

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September 13, 2013 By Steve Blumenthal Looking for a feel-good financial read this weekend?  I highly recommend Gary Shilling’s Advantage America that John Mauldin highlighted in his most recent Outside the Box. Speaking of Mauldin, he and I spoke in Chicago at the Trinity Financial Investor [...]Read More >

Trade Signals: Investor Sentiment Remains Favorable - 09-11-2013

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S&P 500 Index 1686 By Steve Blumenthal September 11, 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: Psychological Blind Spots - 09-6-2013

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September 6, 2013 By Steve Blumenthal This week, I share the following relevant research: Seventh Inning Stretch – PIMCO’s Bill Gross Peak Earnings Equals Peak Valuations – a telling chart The Behavior Gap - Blumenthal Viewpoint How to Make Risk Your Friend – Deepak Chopra, [...]Read More >

Trade Signals: September 4, 2013 - 09-4-2013

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S&P 500 Index 1653 By Steve Blumenthal September 4, 2013 Starting this week, we will provide access to Trade Signals directly on our website, Twitter and LinkedIn. Simply, we want to be mindful of the number of emails you receive from us. Trade Signals will continue to be posted at the [...]Read More >

On My Radar: Time is Running Short - 08-30-2013

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By Steve Blumenthal August 29, 2013 If you are traditional 60/40, change what you are doing.  Build in risk protection, rethink how you are investing in bonds and add meaningful exposure to Tactical Strategies, unconstrained mutual funds and other highly liquid non-correlating investment [...]Read More >

Trade Signals: Bearish Sentiment Extreme (Bullish) - 08-28-2013

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S&P 500 Index 1630 By Steve Blumenthal August 28, 2013 Included in this week’s update: • Sentiment Charts – Pessimism is now extreme (short-term bullish for the market) • Cyclical Bull Market Charts – The market remains in a cyclical bull market trend • A look at PE valuations – The [...]Read More >

The Blumenthal Viewpoint: Behavior Gap - 08-23-2013

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August 23, 2013 By Steve Blumenthal An advisor client called the other day and wanted to talk about investor behavior.  Broadly diversified portfolios will always underperform the top performing asset classes at any given time.  He wanted to know how I might advise a client who is comparing his [...]Read More >

Steve in the WSJ - 08-22-2013

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August 21, 2013: "[Retail] investors are behaviorally doing the exact opposite of what they should be doing," said Steve Blumenthal, whose advisory firm manages $550 million for investment advisers and retail clients. "Emerging markets have perhaps the best valuation level of any of the markets, but [...]Read More >

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