CMG

Wealth through ingenuity

Linkedin
CMG > Research & Insight

Research & Insight

Print Friendly, PDF & Email

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 – Euphoria Déjà Vu - 06-10-2020

  • Share This:

By Steve Blumenthal June 10, 2020 S&P 500 Index -- 3,200 (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 risk [...]Read More >

On My Radar: A Wave of Bankruptcies Ahead - 06-5-2020

  • Share This:

June 5, 2020 By Steve Blumenthal “You will get business failures on a grand scale.” - James Bullard, President of the Federal Reserve Bank of St. Louis (May 12, 2020) Let’s talk about valuations. Forward price-to-earnings (P/E) sits at 22.4. Median P/E (my favorite indicator, which looks at [...]Read More >

CMG Mauldin Portfolios Platform - 05-26-2020

  • Share This:

IMPORTANT DISCLOSURES INVESTING INVOLVES RISK. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. This document is a general communication provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, [...]Read More >

On My Radar: SIC 2020 – Highlights from Week Two - 05-22-2020

  • Share This:

May 22, 2020 By Steve Blumenthal “The problem I have is that it’s pure fantasy to think that normalized earnings are not going to be seriously dented by the likely permanent loss of some 10 million workers in the future from what the baseline was prior to the crisis, which means lost labor [...]Read More >

Trade Signals – Growth vs. Value Extreme - 05-20-2020

  • Share This:

By Steve Blumenthal May 20, 2020 S&P 500 Index -- 2,923 (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 risk [...]Read More >

CMG Managed High Yield Bond Program – Chart 2 - 05-18-2020

  • Share This:

IMPORTANT DISCLOSURE INFORMATION Investing involves risk. Past performance does not guarantee or indicate future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy [...]Read More >

Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.