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 – Margin Debt Insanity - 01-27-2021

Share This:

By Steve Blumenthal January 27, 2021 S&P 500 Index -- 3,750 (close) Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from changes [...]Read More >

On My Radar: Debt Will Stop the Party - 01-22-2021

Share This:

January 22, 2021 By Steve Blumenthal "Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria." – Sir John Templeton, Investor, Mutual Fund Manager, Philanthropist Euphoria is here... I remember the call I received in early 2007. “Steve, it’s Mark. [...]Read More >

Trade Signals – Biden, Powell, and Yellen (“Smartest Thing We Can Do is Act Big”) - 01-20-2021

Share This:

By Steve Blumenthal January 20, 2021 S&P 500 Index -- 3,798 (close) Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from changes [...]Read More >

CMG Mauldin Smart Core Quarterly Conference Call – 4Q 2020 - 01-20-2021

Share This:

January 12, 2021 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:47): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (13:15): Interview with CMG [...]Read More >

On My Radar: Navigating Stock Market Cycles - 01-15-2021

Share This:

January 15, 2021 By Steve Blumenthal “We're in uncharted waters... Nobody has gotten by with the kind of money printing now for a very extended period without some kind of trouble. We're very near the edge of playing with fire." – Charlie Munger, Vice Chairman, Bershire Hathaway Last year, [...]Read More >

Trade Signals – A Secular Bear Market in Bonds Has Begun - 01-13-2021

Share This:

By Steve Blumenthal January 13, 2021 S&P 500 Index -- 3,748 (close) Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from changes [...]Read More >

Thoughts from the Frontline: Year of the Gripping Hand - 01-11-2021

Share This:

By John Mauldin January 8, 2021 This week’s letter is the first part of my 2021 forecast. There is simply too much to cover in one letter, and today we’ll start with the most important factor, a known unknown, that I think will be the driver for 2021. Before beginning, I want to make two [...]Read More >

On My Radar: 2021, Here We Go – Inflation, the Dollar, Commodities, Bonds, and Equities - 01-8-2021

Share This:

January 8, 2021 By Steve Blumenthal “They (investors) will behave very peculiarly. And in terms of the reactions because they are human beings and they get excited when others get excited, they get greedy when others get greedy, they get fearful when other get fearful, and they'll continue to [...]Read More >

Trade Signals – Gold, Silver, and the 10-Year Treasury Yield Surge - 01-6-2021

Share This:

By Steve Blumenthal January 6, 2021 S&P 500 Index -- 3,748 (close) Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from changes in [...]Read More >

Trade Signals – Foaming at the Mouth - 12-30-2020

Share This:

By Steve Blumenthal December 30, 2020 S&P 500 Index -- 3,727 (previous close) Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from [...]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.