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 SignalsFocused on identifying the short, intermediate and long-term trends in the investment markets: equities, fixed income, currencies, commodities and gold. See all Trade Signals

Most Recent Stories

On My Radar: What Current Valuations Tell Us About Probable Future Returns, and Mauldin’s Recession Call - 03-18-2022

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March 18, 2021 By Steve Blumenthal "Now it's 2022 and another strange recession looms. That's right, I'm calling it: Recession is here, or will be soon. And unfortunately, it will be a global recession. Like the COVID recession, this one has little to do with the business cycle. It's a recession [...]Read More >

Trade Signals – Fed Day / Hike #1 - 03-16-2022

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By Steve Blumenthal March 16, 2022 S&P 500 Index -- 4,322 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 investors [...]Read More >

On My Radar: End Game – What Happens at the End of the Long-term Debt Accumulation Cycles - 03-11-2022

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March 11, 2021 By Steve Blumenthal “History has shown that we shouldn’t rely on governments to protect us financially. On the contrary, we should expect most governments to abuse their privileged positions as the creators and users of money and credit for the same reasons that you might commit [...]Read More >

Trade Signals – Macro Outlook Update: War, Commodities, Inflation, Stocks, Bonds and the Fed - 03-9-2022

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By Steve Blumenthal March 9, 2022 S&P 500 Index -- 4,280 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 investors [...]Read More >

On My Radar: J.P. Morgan on Inflation - 03-4-2022

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March 4, 2021 By Steve Blumenthal A short helicopter ride from Golden, British Columbia (an hour and a half northeast of Banff) to a tiny resort called Chatter Creek began four days of deep snow powder skiing. The vastness of the mountain range was like nothing I'd ever seen. Day one was a blue [...]Read More >

Trade Signals – Russia-Ukraine Conflict Roils Global Markets; Inflation Will Continue to Rise - 03-2-2022

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By Steve Blumenthal March 2, 2022 S&P 500 Index -- 4,306 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 investors [...]Read More >

On My Radar: Cyclical Bear Market Targets - 02-25-2022

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February 25, 2021 By Steve Blumenthal A very brief OMR post this week. Good friend Jonathan D.T. Ward, author of China's Vision of Victory, was in the press this morning, and I thought I'd share the interview with you. With the Ukraine-Russia conflict in mind and the recovery rally in equities [...]Read More >

Trade Signals – Cyclical Bear Market Targets - 02-24-2022

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By Steve Blumenthal February 23, 2022 S&P 500 Index -- 4,225 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 – How Inflationary Depressions Come About - 02-18-2022

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February 18, 2021 By Steve Blumenthal "Where the money and credit flow is important to determining what happens. For example, when they no longer go into lending that fuels increases in economic demand and instead go into other currencies and inflation-hedge assets, they fail to stimulate economic [...]Read More >

Trade Signals – Market Breadth Continues to Weaken - 02-17-2022

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By Steve Blumenthal February 16, 2022 S&P 500 Index -- 4,475 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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