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

CMG Mauldin Smart Core Quarterly Conference Call – 3Q 2020 - 10-20-2020

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October 13, 2020 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:58): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (16:54): Interview with CMG [...]Read More >

On My Radar: Grant Williams & Bill Fleckenstein Interview of Felix Zulauf - 10-16-2020

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October 16, 2020 By Steve Blumenthal “The 60% stock / 40% bond portfolio is largely a relic of the past, with alternatives likely to become a bigger portion of investors’ portfolios over the next decade, asset management chiefs said during a panel discussion at the Milken Global Institute [...]Read More >

Trade Signals – Major Indicators Remain Unchanged - 10-14-2020

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By Steve Blumenthal October 14, 2020 S&P 500 Index -- 3,515 (open) 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 >

On My Radar: Deflation - 10-9-2020

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October 9, 2020 By Steve Blumenthal "I find it funny that people who didn’t think there was any inflation in the pipeline are now talking about stagflation. This is nothing like the 1970’s, which was a pretty dismal period, and not just because of polyester and disco." - Barry Ritholtz [...]Read More >

Trade Signals: Don’t Fight the Tape or the Fed Moves Back to -1 - 10-7-2020

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By Steve Blumenthal October 7, 2020 S&P 500 Index -- 3,384 (open) 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 >

On My Radar: Great Reset Update – $50 Trillion Debt Coming - 10-2-2020

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October 2, 2020 By Steve Blumenthal “Because what most people and their countries want the most is wealth and power, and because money and credit are the biggest single influence on how wealth and power rise and decline, if you don’t understand how money and credit work, you can’t understand [...]Read More >

Trade Signals – Watch Out for -2! - 09-30-2020

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By Steve Blumenthal September 30, 2020 S&P 500 Index -- 3,363 (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: Great Reset Update: $50 Trillion Debt Coming - 09-26-2020

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By John Mauldin September 25, 2020 Amid all 2020’s new problems, it’s easy to overlook the old ones. Yet they are still there and, like a silently spreading virus, silently getting worse. One such problem is debt, and specifically government debt. All debt shares one common characteristic. A [...]Read More >

On My Radar: Inflation - 09-25-2020

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September 25, 2020 By Steve Blumenthal “Anyone who looked only at the index of prices would see no reason to suspect any material degree of inflation, whilst anyone who looked at the total volume of bank credit and the prices of common stocks would have been convinced of the presence of an [...]Read More >

Trade Signals – A Look at Historical Returns (1926 to Present) - 09-23-2020

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By Steve Blumenthal September 23, 2020 S&P 500 Index -- 3,315 (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 [...]Read More >

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