Research & Insight

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

John Mauldin: Somewhere Over the Rainbow - 01-3-2013

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On My Radar: December 27, 2012 - 12-27-2012

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S&P 500 Index 1420 By Steve Blumenthal December 27, 2012 Included in this week’s Trade Signals are the following: Updated Sentiment Charts – sentiment is neutral. I cautiously favor “RISK ON”. High Yield Bond signal remains in a “buy”. Russell 2000 Index Chart – nearing [...]Read More >

Trade Signals: December 27, 2012 - 12-27-2012

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On My Radar: December 20, 2012 - 12-20-2012

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December 20, 2012 By Steve Blumenthal As I dive through a broad range of independent research each week, following are several bullet points I found interesting: James Rickards – Capital Account Interview with Lauren Lyster Rickards argues that the Fed is fighting deflation and a [...]Read More >

Trade Signals: December 19, 2012 - 12-19-2012

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S&P 500 Index 1435 By Steve Blumenthal December 19, 2012 Included in this week's Trade Signals are the following: Updated Sentiment Charts – sentiment has moved to Excessive Optimism in the Daily Sentiment Chart and remains in the Neutral Zone in the Crowd Sentiment Poll chart. I [...]Read More >

On My Radar: December 13, 2012 - 12-13-2012

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December 13, 2012 By Steve Blumenthal As I dive through a broad range of independent research each week, following are several bullet points I found important: Ray Dalio on CNBC Gary Shilling on the Fed’s recent move – “Playing with Fire” Ten Year Forward Expected 60/40 Return – link to [...]Read More >

Trade Signals: December 12, 2012 - 12-12-2012

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S&P 500 Index 1428 By Steve Blumenthal December 12, 2012 Included in this weeks Trade Signals are the following: Updated Sentiment Charts – sentiment is neutral. I continue to favor “RISK ON” CMG Core Four Strategy Updates – current positioning (below highlighted in yellow) Equity [...]Read More >

On My Radar: December 6, 2012 - 12-6-2012

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December 6, 2012 By Steve Blumenthal As I dive through a broad range of independent research each week, following are several bullet points I found important: Rob Arnott – 2012 IMCA Winter Specialty Conference I was in Scottsdale this week speaking at the IMCA Winter Specialty [...]Read More >

Trade Signals: December 5, 2012 - 12-5-2012

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S&P 500 Index 1409 By Steve Blumenthal December 5, 2012 Included in this weeks Trade Signals are the following: Updated Sentiment Charts – sentiment is neutral favoring “RISK ON” Equity Market Update: “RISK ON” I continue to favor RISK ON as Investor Sentiment has moved higher [...]Read More >

The Blumenthal Viewpoint: November 30, 2012 - 11-30-2012

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The Portfolio Construction Game Plan for 2013 Before we begin, I must caution you – this Viewpoint is a long one. It has to be. There is significant trouble ahead and it can be managed. So print this out, get a cup of coffee and read. Afterward, please send me your questions and share your [...]Read More >

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