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 – Understanding Debt, Inflation, and Asset Cycles - 02-11-2022

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February 11, 2021 By Steve Blumenthal "In the end, there is always inflation." - Ray Dalio, Co-Chairman and Co-Chief Investment Officer, Bridgewater Associates, LP The hottest inflation news in 40 years hit the wires this week. The January Consumer Price Index report showed the most significant [...]Read More >

Trade Signals – Inflation Surges 7.5%… 10-Year Treasury Yield Tops 2% - 02-10-2022

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By Steve Blumenthal February 9, 2022 S&P 500 Index -- 4,587 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 – A Story of Hope - 02-4-2022

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February 4, 2021 By Steve Blumenthal Pause the story of hope for just a minute as I do my best to set the stage. Jeremy Grantham is calling our current state a "Super Bubble." If you missed it, last week's On My Radar was titled "Three Sigma – Three Events in the Last 100 Years (Until Now)." [...]Read More >

Trade Signals – Dr. Copper Turns Negative on the Global Economy - 02-4-2022

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By Steve Blumenthal February 2, 2022 S&P 500 Index -- 4,350 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: So Goes the Year? - 02-1-2022

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By John Mauldin Posted: January 29, 2022 You’ve heard the old stock market adage, “As goes January, so goes the year.” If so, 2022 will be a wild ride. Of course, in this context “wild” doesn’t necessarily mean a loss. But it could, and given the well-documented human tendency to buy high and [...]Read More >

On My Radar: Three Sigma – Three Events in the Last 100 Years (Until Now) - 01-28-2022

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January 28, 2021 By Steve Blumenthal “A two sigma is the kind of deviation that should occur every 44 years. Because we're a little wilder and less efficient than we should be, it happens every 35 years. Every 35 years feels about right… one event in a career and twice in a lifetime. Three [...]Read More >

Trade Signals – Downside Risks Remain - 01-27-2022

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By Steve Blumenthal January 26, 2022 S&P 500 Index -- 4,350 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 >

CMG Mauldin Smart Core Quarterly Conference Call – 4Q 2021 - 01-26-2022

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January 20, 2022 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:25): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (10:40): Interview with Steve [...]Read More >

On My Radar: Current Valuations and Possible Future Returns (2022 to 2032) - 01-21-2022

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January 21, 2021 By Steve Blumenthal “I don’t think the Federal Reserve and this leadership has the stamina to act decisively. In order to turn the market around to a more non-inflationary attitude, you have to shock the market. You can’t raise interest rates bit by bit.” - Dr. Henry [...]Read More >

Trade Signals – Zweig Bond Model, Margin Debt Rate-of-Change and Global Recession Model Signaling Caution - 01-19-2022

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By Steve Blumenthal January 19, 2022 S&P 500 Index -- 4,570 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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