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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: May 1, 2013 - 05-1-2013

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S&P 500 Index 1597 By Steve Blumenthal May 1, 2013 Sentiment Update – Charts and brief comment Investment Sentiment charts 4-30-2013: No change from comments made last week.  Following are this week’s sentiment charts: Chart 1.  NDR Crowd Sentiment Poll – Neutral (Bearish) – I REMAIN [...]Read More >

CMG 2013 Q1 Performance Update - 04-23-2013

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Dear clients, friends and family: Following is the 2013 first quarter and year-to-date net performance information for CMG’s Tactical Investment Strategies along with our thoughts on each strategy over the past quarter.  In addition, we have provided the net performance for the CMG Managed Blends [...]Read More >

On My Radar: Engineering Returns & Risks - 04-19-2013

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April 19, 2013 By Steve Blumenthal On portfolio construction – Engineering Targeted Returns and Risks – Ray Dalio explains how to structure a portfolio that targets a 10% return with a 10-12% risk “Most investors have backed into a mix dominated by betas, especially equities. Because the [...]Read More >

Trade Signals: April 17, 2013 - 04-17-2013

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S&P 500 Index 1550 By Steve Blumenthal April 17, 2013 Sentiment Update and Thoughts on the Bond Market Investment Sentiment charts 4-16-2013: Chart 1.  NDR Daily Trading Sentiment Composite.  Neutral – I REMAIN RISK OFF (hedge).  Chart 2.  NDR Crowd Sentiment Poll – Just crossed [...]Read More >

On My Radar: Looking for “what is” - 04-12-2013

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April 12, 2013 By Steve Blumenthal “A man should look for what is, and not for what he thinks should be.” — Albert Einstein (1879-1955) I smiled when I turned on the Masters Championship today.  It was two years ago this weekend that I snuggled next to my father on his hospital bed.  Some of [...]Read More >

Trade Signals – Thoughts on the Bond Market - 04-10-2013

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S&P 500 Index 1585 By Steve Blumenthal April 10, 2013 Sentiment Update and Thoughts on the Bond Market Investment Sentiment charts 4-9-2013: Chart 1.  NDR Daily Trading Sentiment Composite.  Neutral – I REMAIN RISK OFF (hedge).   Chart 2.  NDR Crowd Sentiment Poll – Extreme [...]Read More >

On My Radar: Thoughts on Cyprus & France - 04-4-2013

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April 4, 2013 By Steve Blumenthal With the S&P 500 Index reaching a new high, excitement builds and a focus on risk sinks slowly beneath the surface.  I found the following "Then and Now" and "Total Debt" charts enlightening and a reminder that the world remains uniquely out of balance.  Oh, [...]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.