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
Digital MediaJoin us for free webinars and other online events - stay up to speed on the latest research and insights, products and services. See all Digital Media
NewsStay ahead of the game by tracking the news.See all News
Thoughts From MauldinWe've curated from John's most poignant weekly newsletters to provide you with what's happening in the economy and navigate the markets with confidence.See all Thoughts from Mauldin

Most Recent Stories

Trade Signals: Watch Out for Minus 2 - 04-21-2022

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By Steve Blumenthal April 20, 2022 S&P 500 Index -- 4,459 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: Sticky Outlook - 04-15-2022

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April 15, 2022 By Steve Blumenthal “The focus on ‘peak’ headline numbers shouldn’t overlook that price increases are digging in and broadening.” – John Arthurs, Senior Editor for Markets, Bloomberg I'm writing you this morning from Snowbird, Utah. With around 20 inches of snow having fallen over [...]Read More >

Trade Signals: 8.5% Inflation, The Fed Has No Choice But To Be Aggressive - 04-13-2022

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By Steve Blumenthal April 13, 2022 S&P 500 Index -- 4,446 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

On My Radar: Kryptonite - 04-8-2022

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April 8, 2022 By Steve Blumenthal “Financial conditions need to tighten. If this doesn’t happen on its own (which seems unlikely), the Fed will have to shock markets to achieve the desired response. This would mean hiking the federal funds rate considerably higher than currently anticipated. One [...]Read More >

Trade Signals: 10-year Treasury Spikes to 2.60%, Mortgages to 5% - 04-6-2022

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By Steve Blumenthal April 6, 2022 S&P 500 Index -- 4,483 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

On My Radar: Famed Recession Indicator Warning Signal - 04-1-2022

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April 1, 2022 By Steve Blumenthal “I’ve missed more than 9,000 shots in my career. I’ve lost almost 300 games. Twenty-six times I’ve been trusted to take the game-winning shot and missed. I’ve failed over and over and over again in my life. And that is why I succeed.” – Michael Jordan Stepping [...]Read More >

Trade Signals: Zweig Bond Model Sell Signal - 04-1-2022

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By Steve Blumenthal March 31, 2022 S&P 500 Index -- 4,530 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

On My Radar: Rule #5 – The Public Buys The Most At The Top And The Least At The Bottom - 03-25-2022

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March 25, 2022 By Steve Blumenthal “I love Hot Fudge Sundaes; I could die for Hot Fudge Sundaes.” - Bob Farrell Since 1972, Institutional Investor has added more than 15,000 names to its All-America Research Team, which ranks the best research analysts in America. In 2011, they published the [...]Read More >

Trade Signals – Between a Rock (Inflation) and a Hard Place (Recession) - 03-25-2022

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By Steve Blumenthal March 23, 2022 S&P 500 Index -- 4,469 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

On My Radar: What Current Valuations Tell Us About Probable Future Returns, and Mauldin’s Recession Call - 03-18-2022

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March 18, 2021 By Steve Blumenthal "Now it's 2022 and another strange recession looms. That's right, I'm calling it: Recession is here, or will be soon. And unfortunately, it will be a global recession. Like the COVID recession, this one has little to do with the business cycle. It's a recession [...]Read More >

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