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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

CMG 2012 Q4 Performance Update - 01-28-2013

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January 28, 2013 Dear clients, friends and family: Following is the 2012 fourth 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 [...]Read More >

On My Radar: January 24, 2013 - 01-24-2013

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By Steve Blumenthal January 24, 2013 This morning Ray Dalio was interviewed on CNBC.  Have you ever watched a master teacher present to his class?  There is a silence and sense of crystal clear awareness.  Ray spoke about his macro perspective, the markets and his views on how to structure a [...]Read More >

Trade Signals: January 23, 2013 - 01-23-2013

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S&P 500 Index 1491 By Steve Blumenthal January 23, 2013 RISK OFF Raise Cash and/or Hedge Long Equity Exposure. See January 17, 2013 Trade Signals for Risk Off commentary. Included are the usual Investor Sentiment charts (way too much optimism – bearish) as well as three charts on [...]Read More >

Trade Signals: January 17, 2013 - 01-17-2013

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S&P 500 Index 1485 By Steve Blumenthal January 17, 2013 “RISK OFF”: Raise Cash – Hedge (Investor Sentiment is once again at Extreme Optimism) After watching the market post double-digit returns last year, Americans are pouring billions of dollars into stocks. Why now I wonder? Just [...]Read More >

On My Radar: January 11, 2013 - 01-11-2013

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January 11, 2013 By Steve Blumenthal Over promised! Under funded!  Unmanageable debt!  Keep on printing boys! Checks for Free! In this week’s piece, I share a link to “Money for Nothin’ Writing Checks for Free” by Bill Gross.  Bill does a great job in simplifying and sharing his views on what [...]Read More >

Trade Signals: January 9, 2013 - 01-9-2013

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S&P 500 Index 1462 By Steve Blumenthal January 09, 2013 Included in this week’s Trade Signals are the following: Updated Sentiment Charts – Daily Trading Sentiment has moved back into the Excessive Optimism zone.  Weekly Crowd Sentiment is moving higher within the Neutral zone.  I [...]Read More >

On My Radar: January 3, 2013 - 01-3-2013

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January 3, 2012 By Steve Blumenthal As I dive through a broad range of independent research each week, following are several bullet points I found interesting: John Mauldin – Somewhere Over the Rainbow Since U.S. GDP (Gross Domestic Product) has tended to grow (at least until recently) at [...]Read More >

Trade Signals: January 3, 2013 - 01-3-2013

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S&P 500 Index 1461 By Steve Blumenthal January 3, 2013 Included in this week’s Trade Signals are the following: Updated Sentiment Charts – sentiment is Neutral.  I continue to cautiously favor “RISK ON” High Yield bond signal remains in a “buy” Investment Sentiment charts [...]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.