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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: Big Mo Can Make You Dough - 05-29-2013

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S&P 500 Index 1649 By Steve Blumenthal May 29, 2013 Investor Sentiment remains extreme.  We are also seeing some initial cracks in the bond market (i.e. rising interest rates).  The CMG Managed High Yield Bond Program moved to a sell signal last week and with yields hitting record lows [...]Read More >

On My Radar: PIMCO’s Blender - 05-24-2013

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May 24, 2013 By Steve Blumenthal PIMCO’s Blender Being the investment geek that I am, there are several annual research meetings that I eagerly await to read about each year.   One of which is PIMCO’s Annual Secular Forum.   Picture a room full of some of the industry’s brightest thought [...]Read More >

Trade Signals: May 22, 2013 - 05-22-2013

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S&P 500 Index 1669 By Steve Blumenthal May 22, 2013 Sentiment Update – Extreme Optimism Investor Sentiment remains in the Extreme Optimism zone.  Risk remains elevated. Investment Sentiment charts 5-21-2013: Chart 1.  NDR Crowd Sentiment Poll – Extreme Optimism (Bearish) – I [...]Read More >

On My Radar: May 17, 2013 - 05-17-2013

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May 16, 2013 By Steve Blumenthal High Yield bonds - Some Insight from a 20 year HY veteran The yield on the Bank of America - Merrill Lynch High Yield Bond Index moved below 5% recently. Just a month ago it set a record low yield by moving below 6% for the first time.  The Fed’s plan of a [...]Read More >

Trade Signals: Extreme Optimism Again - 05-15-2013

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S&P 500 Index 1657 By Steve Blumenthal May 15, 2013 Sentiment Update – Extreme Optimism Investor Sentiment remains in the Extreme Optimism zone.  I continue to suggest a hedged approach as it relates to your long-term equity portion of your portfolio.  The cost is relatively nominal and [...]Read More >

On My Radar: Inflation, Haircuts & WSJ Live - 05-10-2013

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May 10, 2013 By Steve Blumenthal Hyperinflations, Hysteria, and False Memories - James Montier, GMO “To say that the printing of money by central banks to finance government deficits creates hyperinflations is far too simplistic (bordering on the simple-minded). Hyperinflation is not purely [...]Read More >

Trade Signals: Charts & My “Two Cents” - 05-8-2013

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S&P 500 Index 1626 By Steve Blumenthal May 8, 2013 Sentiment Update – Charts and my “two cents” Investor Sentiment remains in the Extreme Optimism zone.  I continue to favor inexpensive hedges to risk protect long equity market exposure (i.e. covered calls and out of the money put [...]Read More >

The Blumenthal Viewpoint: “Pretty Woman” - 05-2-2013

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May 2, 2013 By Steve Blumenthal The taxi pulled up to the Beverly Wilshire Hotel in Beverly Hills, California and the driver said, “You know, this was the hotel they used in the movie "Pretty Woman" ”.  Richard Gere was the wealthy Private Equity guy and Julia Roberts was the pretty woman.  Gere [...]Read More >

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