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

Trade Signals – Stagflation: Not So Transitory? - 10-14-2021

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By Steve Blumenthal October 13, 2021 S&P 500 Index -- 4,354 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: China, China, China - 10-8-2021

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October 8, 2021 By Steve Blumenthal "These are not regulatory events.... These are policy interventions to reshape Chinese society, guided by Xi’s personal agenda, intended to effect objectives that aren’t always knowable." ― Andrew Foster, CIO, Seafarer Capital Partners, LLC In April, [...]Read More >

Trade Signals – Deterioration in Technicals - 10-7-2021

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By Steve Blumenthal October 6, 2021 S&P 500 Index -- 4,359 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: Lacy Hunt, Felix Zulauf, and Grant Williams - 10-1-2021

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October 1, 2021 By Steve Blumenthal "Bonds continue to sell off as investors reprice for a less-friendly central bank policy setting and a gnawing realization that cost pressures from the squeeze on supply chains are going to linger for longer." ― David Rosenberg, President and Chief [...]Read More >

Trade Signals – Ten-Year Treasury Note 1.54% - 09-30-2021

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By Steve Blumenthal September 29, 2021 S&P 500 Index -- 4,359 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: It’s Time to Hedge - 09-24-2021

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September 24, 2021 By Steve Blumenthal “In the absence of the ability to see the future, how can we position our portfolios for what lies ahead? Much of the answer lies in understanding where the market stands in its cycle and what that implies for its future movements." ― Howard Marks, [...]Read More >

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 >

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