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 SignalsSteve's "risk on - risk off" call on market volatility and adjusting portfolio positioning for the market conditions. Steve illustrates his outlook on a weekly basis through the use of Sentiment Charts.See all Trade Signals
Quarterly PerformanceFacts and figures tell the story and help make decisions.See all quarterly performance reports
WebinarsJoin us for free Webinars and online events - stay up to speed on the latest research and insights, products and services. See all Webinars
NewsStay ahead of the game by tracking the news.See all News
Blumenthal ViewpointSteve's monthly examination of the global economic landscape and what he sees as the most relevant and vital market sectors to be watched.See all Blumenthal Viewpoints

Most Recent Stories

Trade Signals — No Significant Changes Since Last Week’s Post - 07-18-2018

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By Steve Blumenthal July 18, 2018 S&P 500 Index -- 2,811 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

On My Radar: Nobody Can Breathe Without Oxygen - 07-13-2018

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July 13, 2018 By Steve Blumenthal “The elephant in the room is and has always been the Federal Reserve since it has a very large say in what liquidity conditions are going to look like. I see the Fed continuing to raise rates, albeit gradually, and to also continue in its Quantitative Tightening [...]Read More >

Trade Signals — Equity Trend Remains Bullish, Bonds and Gold Bearish - 07-11-2018

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By Steve Blumenthal July 11, 2018 S&P 500 Index -- 2,779 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

On My Radar: “No Recession in Sight” plus a Look at Valuations and Probable 7-, 10- and 12-Year Returns - 07-6-2018

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July 6, 2018 By Steve Blumenthal “The major signs that would herald the beginning of the next recession are not yet in place. Unemployment is low and likely to decline further; wages are rising, but not sharply; the Federal Reserve is tightening, but real interest rates are zero; inflation is [...]Read More >

Trade Signals — Dow Theory Sell Signal - 07-5-2018

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By Steve Blumenthal July 5, 2018 S&P 500 Index -- 2,713 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors demand [...]Read More >

On My Radar: A Debt Driven Suicide Mission - 06-29-2018

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June 29, 2018 By Steve Blumenthal “Here we are doing something that almost seems like a suicide mission… increasing the size of the deficit while we’re raising interest rates.” – Jeffrey Gundlach, DoubleLine Capital I’d add to that quote by saying that the administration is doing everything [...]Read More >

Trade Signals — Risk of Global Recession Rising - 06-27-2018

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By Steve Blumenthal June 27, 2018 S&P 500 Index -- 2,717 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

On My Radar: Let’s Call It a Day - 06-22-2018

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June 22, 2018 By Steve Blumenthal “The bottom line is that the wisdom of investing passively depends, ironically, on some people investing actively. When active investing is dismissed totally and all active efforts cease, passive investing will become imprudent and opportunities for superior [...]Read More >

Trade Signals — Gold Sell Signal, Extreme Bullish Optimism Receding, Long-term Equity Trend Remains Mod Bullish, Bonds Bearish - 06-20-2018

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By Steve Blumenthal June 20, 2018 S&P 500 Index -- 2,771 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

On My Radar: Paul Tudor Jones — Crazy to the Upside at Year-end - 06-15-2018

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June 15, 2018 By Steve Blumenthal “So I think you’ll see rates go up and stocks go up in tandem at the end of the year.” “If you asked me to think of similar time periods, I’d say 1987 in the U.S., I’m not saying we are going to have a crash. It was a time when you had a budget deficit and you [...]Read More >

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