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 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
WebinarsJoin us for free Webinars and online events - stay up to speed on the latest research and insights, products and services. See all Webinars
NewsStay ahead of the game by tracking the news.See all News
Blumenthal ViewpointSteve's monthly examination of the global economic landscape and what he sees as the most relevant and vital market sectors to be watched.See all Blumenthal Viewpoints

Most Recent Stories

On My Radar: Mauldin Economics 2018 SIC (Part 5) — Trade Wars Explained - 04-13-2018

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April 13, 2018 By Steve Blumenthal “… I think Cohn resigning, was basically (telling us) that trade protectionists have taken over the economic thought process at the White House. And I think that's really disturbing.” - David Rosenberg China’s President Xi Jinping, in a speech this week, [...]Read More >

Trade Signals — NDR CMG U.S. Large Cap Long/Flat Index De-Risking to 80% - 04-11-2018

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By Steve Blumenthal April 11, 2018 S&P 500 Index -- 2,652 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

On My Radar: Mauldin Economics 2018 SIC (Part 4) – Louis-Vincent Gave: China’s Game-Changing Policy Shifts - 04-6-2018

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April 6, 2018 By Steve Blumenthal “The deflationary period we’ve been in has come to an end.” – Louis-Vincent Gave, Founding Partner & CEO, Gavekal Research China and Trump escalated the Trade War fist fight this week and the markets are having trouble digesting the dire news. Is Trump [...]Read More >

Trade Signals – A Special Note on Recent Market Volatility & Latest Signals - 04-4-2018

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By Steve Blumenthal April 4, 2018 S&P 500 Index -- 2,580 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

On My Radar: Mauldin Economics 2018 SIC (Part 3) – Jeffrey Gundlach, “Inflation is Inflationary” - 03-29-2018

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March 29, 2018 By Steve Blumenthal “I’m bullish on commodities because we are late cycle… You can argue how late we are in the cycle but we are late cycle. The bond bulls will argue there is more room to run, but nobody is going to say we are in the first inning or the third inning of an [...]Read More >

Trade Signals – Testing 200-Day MA, Fixed Income Bearish, High Inflation Pressure - 03-28-2018

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By Steve Blumenthal March 28, 2018 S&P 500 Index -- 2,612 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

On My Radar: Mauldin Economics 2018 SIC (Part 2) – Dr. Lacy Hunt, “Economic Theory Matters, Especially So Now” - 03-23-2018

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March 23, 2018 By Steve Blumenthal “There are two bubbles: We have a stock market bubble and we have a bond market bubble… What’s behind the bubble? Well, the fact is that essentially we’re beginning to run an ever-larger government deficit. As a share of GDP debt has been rising very [...]Read More >

Trade Signals — Equity Market Maintains Course; Caution Urged Due to Likely Interest Rate Increase - 03-21-2018

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By Steve Blumenthal March 21, 2018 S&P 500 Index -- 2,714.99 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

On My Radar: Mauldin Economics 2018 SIC (Part 1) – David Rosenberg, Skunk at the Picnic - 03-16-2018

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March 16, 2018 By Steve Blumenthal “A period of stability induces behavioral responses that erode margins of safety, reduce liquidity, raise cash flow commitments relative to income and profits, and raise the price of risky relative to safe assets – all combining to weaken the ability of the [...]Read More >

Trade Signals — Trade Signals Remain Bullish on Equities & Bearish on Bonds - 03-14-2018

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By Steve Blumenthal March 14, 2018 S&P 500 Index -- 2,750 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

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