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 — August/September Seasonal Challenges Yet Trend Signals Bullish - 08-23-2017

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By Steve Blumenthal August 23, 2017 S&P 500 Index -- 2,452 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: Doesn’t Matter, Doesn’t Matter, Matters! - 08-18-2017

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August 18, 2017 By Steve Blumenthal “Anything that has happened economically, has happened over and over again.” – Ray Dalio Founder, Bridgewater Associates, in Bloomberg Interview My thinking is impatient and mostly critical as I sift through research each week. I’m sure my “get to the point” [...]Read More >

The S&P 500: Just Say No - 08-18-2017

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Trade Signals — Cyclical Trend, Daily Investor Sentiment, Zweig Bond Model, Gold Signals Bullish - 08-16-2017

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By Steve Blumenthal August 16, 2017 S&P 500 Index -- 2,469 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: The Fed is “Focused on the Obvious and Unimportant” - 08-11-2017

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August 11, 2017 By Steve Blumenthal “... Focused on the obvious and unimportant.” – Former Senior Economist, Federal Reserve Bank, Camp Kotok, August 6, 2017 Atop the “what matters most” list is debt. Specifically, global sovereign debt: U.S., Europe, Japan and China. We are at the end of a [...]Read More >

Trade Signals — August 9, 2017 - 08-8-2017

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By Steve Blumenthal August 9, 2017 S&P 500 Index -- 2,485 I am on vacation this week in Stone Harbor in southern New Jersey with Susan and our children. I hope you are able to take some time off this summer. I'm going to try not to eat too much Springer's Homemade ice cream. I've [...]Read More >

On My Radar: Valuations and What They Tell Us About Coming 7- and 10-Year Returns - 08-4-2017

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August 4, 2017 By Steve Blumenthal “The uncertainties are unusual in terms of number, scale and insolubility in areas including secular economic growth; the impact of central banks; interest rates and inflation; political dysfunction; geopolitical trouble spots; and the long-term impact of [...]Read More >

Trade Signals — A Strong +2: Don’t Fight the Trend or the Fed - 08-2-2017

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By Steve Blumenthal August 2, 2017 S&P 500 Index -- 2,468 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 >

CMG Q2 2017 Quarterly Performance Update - 08-1-2017

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Dear clients, friends and family: Following is the 2017 second quarter performance for CMG’s Tactical Investment Strategies along with our thoughts on each strategy over the past quarter. Market index performance is presented at the bottom of the chart. CMG Tactical Fixed Income [...]Read More >

On My Radar: FANG Stocks, Gigabytes and Terabytes - 07-28-2017

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July 28, 2017 By Steve Blumenthal "Over the years I have seen scores of very bright investment advisors turn into hugely successful gurus who blaze into the investment business with spectacular forecasts. Yet, I've watched each and every one of them crash back to earth when a big subsequent [...]Read More >

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