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
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 – The Beat Goes On (Equity, HY, FI and Gold Trends Remain Bullish) - 06-19-2019

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By Steve Blumenthal June 19, 2019 S&P 500 Index -- 2,919 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 >

Thoughts from the Frontline: Ray Dalio Is Kinda, Sorta, Really Wrong, Part 2 - 06-17-2019

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By John Mauldin June 14, 2019 Last week we started a mini-series in the form of an open letter responding to a series of essays by Ray Dalio, the founder of Bridgewater Associates. I wrote that he was kinda, sorta wrong in Why and How Capitalism Needs to Be Reformed, Parts 1 and 2 but really, [...]Read More >

On My Radar: Mauldin Strategic Investment Conference 2019 (Part V: Investing in the Age Reversal Revolution) - 06-14-2019

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June 14, 2019 By Steve Blumenthal “As for the markets, here’s the truth. The global ex-USA stock market index this cycle failed – failed! – to make a new high. It came close but never managed to take out the prior cycle high in 2007. And it is still down 15% from this cycle’s peak, even with the [...]Read More >

Trade Signals – The Two Most Important Signal Charts (To Keep On Your Radar) - 06-12-2019

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By Steve Blumenthal June 12, 2019 S&P 500 Index -- 2,886 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 >

Thoughts from the Frontline: Ray Dalio Is Kinda, Sorta, Really Wrong - 06-10-2019

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By John Mauldin June 7, 2019 “The ideas of economists and political philosophers, both when they are right and when they are wrong, are more powerful than is commonly understood. Indeed, the world is ruled by little else. Practical men, who believe themselves to be quite exempt from any [...]Read More >

On My Radar: Mauldin Strategic Investment Conference 2019 (Part IV – Felix Zulauf) - 06-7-2019

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June 7, 2019 By Steve Blumenthal “Optimizing learning and instruction often requires going against one’s intuitions, deviating from standard instructional practices, and managing one’s own learning activities in new ways.” - Dr. Bjork #TOVOInstitute #Intelligent #Training The greatest bull [...]Read More >

Trade Signals – Extreme Pessimism Suggest S/T Rally, Equity Trend Signals Weaker Yet Bullish - 06-5-2019

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By Steve Blumenthal June 5, 2019 S&P 500 Index -- 2,803 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 demand [...]Read More >

On My Radar: Mauldin Strategic Investment Conference 2019 (Part III – William R. White) - 05-31-2019

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May 31, 2019 By Steve Blumenthal “With the yield curve (3-month Treasury Bill vs. 10-year Treasury Note) now inverted on a more sustained basis, one can expect more downward pressure on equities, more volatility and more credit spread widening.” – David Rosenberg, Chief Economist & [...]Read More >

Trade Signals – Sell In May Back in Form - 05-29-2019

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By Steve Blumenthal May 29, 2019 S&P 500 Index -- 2,783 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 demand [...]Read More >

Thoughts from the Frontline: Why Debt Won’t Spark Inflation - 05-29-2019

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By John Mauldin May 25, 2019 Modern technology was supposed to make travel less necessary. We can meet by phone, video, and now in virtual reality. But we’re still traveling more than ever. I certainly am. The reason is simple: Technology can’t yet replace face-to-face conversation, and [...]Read More >

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