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

Trade Signals: No Surprise, Things Are Breaking - 09-29-2022

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By Steve Blumenthal September 29, 2022 S&P 500 Index -- 3,640 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >

On My Radar: Additional Large Increases Ahead – Pieces Will Move, Something Will Break - 09-23-2022

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September 23, 2022 By Steve Blumenthal "Earnings don't move the overall market; it's the Federal Reserve Board... focus on the central banks, and focus on the movement of liquidity... most people in the market are looking for earnings and conventional measures. It's liquidity that moves [...]Read More >

Trade Signals: FedEx, Mortgage Rates, Housing and Jerome Powell - 09-21-2022

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By Steve Blumenthal September 21, 2022 S&P 500 Index -- 3,856 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >

On My Radar: Update on Stock Market Valuations, Forward Returns and Inflation - 09-16-2022

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September 16, 2022 By Steve Blumenthal "The process starts with inflation. Then it goes to interest rates, then to other markets, and then to the economy." - Ray Dalio, Founder, Co-Chief Investment Officer, and Member of the Bridgewater Board The process is in motion. Over the last several [...]Read More >

Trade Signals: CPI Inflation at 8.3%, Food at 11.4% and Stocks Down 4% - 09-14-2022

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By Steve Blumenthal September 14, 2022 S&P 500 Index -- 3,932 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >

On My Radar: The Great Reset September 2022 Update - 09-9-2022

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September 9, 2022 By Steve Blumenthal “I fish to scratch the surface of those mysteries, for nearness to the beautiful, and to reassure myself the world remains.” - Carl Safina The islands of Haida Gwaii, formerly known as the Queen Charlotte Islands, sit in the northern Pacific, off the coast [...]Read More >

Trade Signals: Nothing Good Happens Below The 200-Day Moving Average - 09-7-2022

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By Steve Blumenthal September 7, 2022 S&P 500 Index -- 3,909 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >

On My Radar: Be Different and Ok With Being Wrong - 08-26-2022

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Aug 26, 2022 By Steve Blumenthal "Anyone who thinks there’s a formula for investing that guarantees success (and that they can possess it) clearly doesn’t understand the complex, dynamic, and competitive nature of the investing process." – Howard Marks, Oaktree Capital Group, LLC A short post [...]Read More >

Trade Signals: Jackson Hole - 08-25-2022

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By Steve Blumenthal August 25, 2022 S&P 500 Index — 4,199 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the [...]Read More >

On My Radar: Boomed Booms and Slumped Slumps - 08-19-2022

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Aug 19, 2022 By Steve Blumenthal "The Federal Reserve Acts were created to make the central bank of the United States a lender of last resort, not spender of last resort, a role Chair Powell confirmed in announcing the pandemic response program April 9, 2020.” – Dr. Lacy Hunt, Hoisington Research [...]Read More >

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