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

On My Radar: War Is Inflationary - 08-12-2022

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Aug 12, 2022 By Steve Blumenthal "U.S. consumers were soaking up all the cheap stuff the world had to offer: the asset rich, benefiting from decades of QE, bought high-end stuff from Europe produced using cheap Russian gas, and lower-income households bought all the cheap stuff coming from China. [...]Read More >

Trade Signals: The July CPI Surprise - 08-11-2022

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By Steve Blumenthal August 11, 2022 S&P 500 Index -- 4,207 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: Odds Favor Stagflation That Could Last For Years - 08-5-2022

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Aug 5, 2022 By Steve Blumenthal "MP3 reflationary policies injected massive amounts of money and credit into economies, leading to self-reinforcing high nominal growth, leading to self-reinforcing inflation, leading to an abrupt shift in market discounting from a benign monetary policy to a [...]Read More >

Trade Signals: Bear Markets – Path, Depth and Duration - 08-3-2022

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By Steve Blumenthal August 3, 2022 S&P 500 Index -- 4,070 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: “Damn Skippy I Will” (And A Story About Hubris) - 07-29-2022

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July 29, 2022 By Steve Blumenthal “The Yellen Fed was peak Fed. Peak, not in the sense of maximum balance sheet expansion, but in the sense of maximum faith and maximum zealotry that the Fed’s three toolboxes—short-term interest rates, balance sheet operations, and communication policy—could [...]Read More >

Trade Signals: Fed Hikes 75 bps, Negative GDP, Recession - 07-28-2022

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By Steve Blumenthal July 28, 2022 S&P 500 Index -- 4,070 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: Debt, Margin Debt and Fair Value - 07-22-2022

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July 22, 2022 By Steve Blumenthal “Because most everyone wants most everything to go up and because there is a drug called credit that produces both upswings and a byproduct depressant called debt, there is a cycle of accumulating debt liabilities and debt assets that is followed by the reducing [...]Read More >

Trade Signals: Bear Market Trend Intact - 07-21-2022

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By Steve Blumenthal July 22, 2022 S&P 500 Index -- 3,948 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: Diversify and/or Play the Cycle - 07-15-2022

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July 15, 2022 By Steve Blumenthal “From 2008 until recently the Federal Reserve and other central banks kept interest rates abnormally low. They did this because it is the time-honored central bank playbook. Make borrowing cheap and you can generate the kind of economic activity that spurs [...]Read More >

Trade Signals: 9.1% Inflation – Paul Volcker vs. Jerome Powell - 07-14-2022

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By Steve Blumenthal July 14, 2022 S&P 500 Index -- 3,771 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 >

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