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 – It’s Time to Hedge - 09-23-2021

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By Steve Blumenthal September 22, 2021 S&P 500 Index -- 4,395 Posted each Wednesday, Trade Signals provides a summary of select 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 >

Thoughts from the Frontline – Inflation: More Transitory than Expected - 09-20-2021

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By John Mauldin Posted: September 17, 2021 If the inflation numbers leave you scratching your head, join the club. The August data was especially perplexing. The Producer Price Index came in hot, up 8.3% in the last year, inviting 1970s comparisons. Obviously, our current situation is different [...]Read More >

On My Radar: 2021/2022 Investment Outlook Update - 09-17-2021

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September 17, 2021 By Steve Blumenthal “There are always those that thrive even in not so good economic times and there are always those who don’t thrive even in excellent economic times. Don’t worry, and let’s thrive.” ― Yours Truly Last week, we looked at equity market valuations and coming [...]Read More >

Trade Signals – Keep Trading, Manage Risk - 09-17-2021

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By Steve Blumenthal September 15, 2021 S&P 500 Index -- 4,474 Posted each Wednesday, Trade Signals provides a summary of select 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: Valuations and Coming One-, Three-, Five-, Seven-, Nine-, and 11-Year Returns - 09-10-2021

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September 10, 2021 By Steve Blumenthal “This is the one thing I can never understand. To refer to a personal taste of mine, I’m going to buy hamburgers the rest of my life. When hamburgers go down in price, we sing the “Hallelujah Chorus” in the Buffett household. When hamburgers prices go up, [...]Read More >

Trade Signals – American Association of Individual Investors Bullish on Equities (Suggests Caution) - 09-9-2021

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By Steve Blumenthal September 8, 2021 S&P 500 Index -- 4,498 Posted each Wednesday, Trade Signals provides a summary of select 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: See Paris First - 09-3-2021

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September 3, 2021 By Steve Blumenthal “Two waves in the ocean are talking to each other. The front wave tells the second that it's frightened because it is about to crash into the shore and cease to exist. But the second wave shows no fear. It explains to the first: "You are frightened because [...]Read More >

Trade Signals – August 2021 Market Summary - 09-2-2021

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By Steve Blumenthal September 1, 2021 S&P 500 Index -- 4,498 Posted each Wednesday, Trade Signals provides a summary of select 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: Observations on Market Euphoria - 08-27-2021

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August 27, 2021 By Steve Blumenthal “Change happens quickly and, often, unpredictably. And as we will see, the unpredictable part is actually a mathematical principle. It’s time passing without change that causes the worst problems, including some historic economic catastrophes. It turns out we [...]Read More >

Trade Signals – Observations on Market Euphoria - 08-27-2021

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By Steve Blumenthal August 25, 2021 S&P 500 Index -- 4,498 Posted each Wednesday, Trade Signals provides a summary of select 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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