CMG

Wealth through ingenuity

Linkedin
CMG > Research & Insight

Research & Insight

Print Friendly, PDF & Email

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: Extreme Optimism - 07-24-2013

  • Share This:

S&P 500 Index 1682 By Steve Blumenthal July 24, 2013 Investor Sentiment as measured by the NDR Crowd Sentiment Poll (Chart 1) has moved higher into Extreme Optimism (Bearish). The average sentiment extreme peak since 1995 is 68% bullish.  The current level is 69.5%.  You can see in Chart [...]Read More >

On My Radar: Not Normal - 07-19-2013

  • Share This:

July 19, 2013 By Steve Blumenthal I have been feeling more and more uneasy; much like I did in 2007 when I got my arms around sub-prime mortgages and those packaged pools of AAA rated sub-prime junk.  The liquidity it provided fueled an inflating real estate bubble.  “The real estate market had [...]Read More >

Trade Signals: Extreme Optimism Once Again - 07-17-2013

  • Share This:

S&P 500 Index 1682 By Steve Blumenthal July 17, 2013 Investor Sentiment as measured by the NDR Crowd Sentiment Poll (Chart 1) has moved back into the Extreme Optimism (Bearish) zone.  I recommend re-establishing hedges for risk management purposes but continue to note that the cyclical bull [...]Read More >

On My Radar: France, Germany and Margin Debt - 07-5-2013

  • Share This:

July 5, 2013 By Steve Blumenthal Money will move to where it is treated best.  One needs to have a global view and understand that we are deeply interconnected.   The grand experiment moves forward and we are not alone in the chemistry lab.  Europe, Japan, China and the U.S. are all printing on [...]Read More >

Trade Signals: Extreme Pessimism Reached - 07-3-2013

  • Share This:

S&P 500 Index 1605 By Steve Blumenthal July 3, 2013 Investor Sentiment dropped into the Extreme Pessimism zone over the past week and has since moved back into the Neutral zone.  This is a statistically positive event as evidenced by the 15.1% gain/annum.  There is good support at 1560 on [...]Read More >

Steve on Fox Business: After the Bell - 07-1-2013

  • Share This:

Watch the latest video at video.foxbusiness.com Steve joined David Asman and Liz Claman on After the Bell on Friday, June 28 to talk about modernizing portfolio allocations in today's investment world. He suggests a shift from the traditional 60/40 portfolio. [...]Read More >

On My Radar: June 28, 2013 - 06-28-2013

  • Share This:

June 28, 2013 By Steve Blumenthal This week, I discuss two relevant thoughts and first share a few thoughts on the recent spike in interest rates: Total Credit Market Debt is still too high The Tipping Point The big headwind to growth remains debt, deficits and entitlements.  At the [...]Read More >

Trade Signals: Nearing Extreme Pessimism - 06-26-2013

  • Share This:

S&P 500 Index 1602 By Steve Blumenthal June 26, 2013 Investor Sentiment continues to move lower within the Neutral zone and is very close to moving into the Extreme Pessimism (Bullish) zone. Following are the most recent Investor Sentiment charts, reflecting the current cyclical bullish [...]Read More >

On My Radar: Fisher & Volcker - 06-21-2013

  • Share This:

June 21, 2013 By Steve Blumenthal This week, I discuss four relevant thoughts: Fisher and Volcker – Some common sense exists China - Japanese-style deflation Italian Showdown with Germany over Euro is Near One more to celebrate – Stephen Mittel Dallas Fed President Richard [...]Read More >

Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

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.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.