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: Investors are “All In” – 71% Stocks, 15% Cash, 14% Bonds - 01-14-2022

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January 14, 2022 By Steve Blumenthal “Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” – Milton Friedman (July 31, 1912 – November 16, 2006), American [...]Read More >

Trade Signals – Equity Signals Remain Bullish; Fixed Income Signal Moves to Sell - 01-14-2022

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By Steve Blumenthal January 12, 2022 S&P 500 Index -- 4,793 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: Tough Love in Fed Minutes - 01-7-2022

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January 7, 2022 By Steve Blumenthal “An optimist understands that life can be a bumpy road, but at least it is leading somewhere. They learn from mistakes and failures and are not afraid to fail again.” – Harvey McKay, seven-time New York Times best-selling author of "Swim With The Sharks [...]Read More >

Trade Signals – Tough Love in Fed Minutes - 01-5-2022

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By Steve Blumenthal January 5, 2022 S&P 500 Index -- 4,793 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 >

The Great Reset 2022 Update - 01-4-2022

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We ask that you provide some basic information in the following form. Once you hit submit, "The Great Reset - 2022 Update" report will appear on your screen. Click on it to download the paper to your computer. We hope you find it informative. Please know that the privacy of your personal [...]Read More >

On My Radar: 2022 Investment Outlook - 12-31-2021

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December 31, 2021 By Steve Blumenthal “In my view, modern monetary theory ("MMT") has been tried, tested, and failed.” - Dr. Lacy Hunt, Executive Vice President, Hoisington Investment Management Company Let me begin by wishing you a Happy New Year. Today, I share an outstanding discussion. Camp [...]Read More >

Trade Signals – 2022 Investment Outlook - 12-29-2021

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By Steve Blumenthal December 29, 2021 S&P 500 Index -- 4,793 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 >

Trade Signals – Merry Christmas: An All-Time Record High for SPY - 12-23-2021

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By Steve Blumenthal December 22, 2021 S&P 500 Index -- 4,734 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 by the Numbers - 12-20-2021

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By John Mauldin Posted: December 17, 2021 Milton Friedman famously said inflation is “always and everywhere a monetary phenomenon.” He was right but that short statement doesn’t fully explain how inflation works. It has other causes, too. The period in which he did [...]Read More >

On My Radar: The Fed, Valuations, and Genius - 12-17-2021

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December 17, 2021 By Steve Blumenthal “I would say, asset valuations... are somewhat elevated.” - Federal Reserve Board Chair Jerome Powell, Wednesday, December 15, 2021 One part of today’s On My Radar missive is dull, the second is obvious, and the third is outright intoxicating. We’ll look at [...]Read More >

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