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
Digital MediaJoin us for free webinars and other online events - stay up to speed on the latest research and insights, products and services. See all Digital Media
NewsStay ahead of the game by tracking the news.See all News
Thoughts From MauldinWe've curated from John's most poignant weekly newsletters to provide you with what's happening in the economy and navigate the markets with confidence.See all Thoughts from Mauldin

Most Recent Stories

On My Radar: Unintended Consequences in a Complex System - 09-20-2019

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September 20, 2019 By Steve Blumenthal “I’m not saying that the past is prologue in an identical way. What I am saying that the basic cause/effect relationships are analogous: a) approaching the ends of the short-term and long-term debt cycles, while b) the internal politics is driven by large [...]Read More >

Trade Signals – Fed Approves Cut, Divided on Further Action; Equity Signals Remain Green; Zweig Bond Model Flashing Red - 09-19-2019

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By Steve Blumenthal September 18, 2019 S&P 500 Index -- 2,984 Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from changes in risk [...]Read More >

Thoughts from the Frontline: Black Hole Investing - 09-16-2019

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By John Mauldin September 13, 2019 Scientists say the rules change in a cosmic “black hole” at what astrophysicists call the event horizon. How do they know that? Not by observation, since what happens in there is, by definition, un-seeable. They infer it from the surroundings, which say that [...]Read More >

On My Radar: Dalio’s Three Big Issues and the 1930s Analogue - 09-13-2019

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September 13, 2019 By Steve Blumenthal “…nothing is new under the sun. Almost everything we see happened before at some point in human history, though of course with different details and magnitude. So we can’t throw out precedent completely. Well, except for negative interest rates. That really [...]Read More >

Trade Signals – Equity Market Trend Continues While Trump Urges Fed to Cut Rates Dramatically - 09-11-2019

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By Steve Blumenthal September 11, 2019 S&P 500 Index -- 2,981 Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from changes in risk [...]Read More >

Thoughts from the Frontline: Dalio’s Analogue and Mauldin’s Commentary - 09-9-2019

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By John Mauldin September 6, 2019 “The best way out is always through.” - Robert Frost “History doesn't repeat itself, but it does rhyme.” - Mark Twain It will not shock you when I say we live in confusing times. Odd, seemingly inconsistent events and decisions don’t bring the [...]Read More >

On My Radar: Valuations, Coming Returns & What the Recession Watch Charts are Telling Us - 09-6-2019

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September 6, 2019 By Steve Blumenthal “To refer to a personal taste of mine, I’m going to buy hamburgers the rest of my life. When hamburgers go down in price, we sing the ‘Hallelujah Chorus’ in the Buffett household. When hamburgers go up in price, we weep. For most people, it’s the same with [...]Read More >

Trade Signals – The ECRI Recession Indicator Signaling Recession (Recession Watch Update) - 09-4-2019

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By Steve Blumenthal September 4, 2019 S&P 500 Index -- 2,924 Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from changes in risk [...]Read More >

Thoughts from the Frontline: Volatile Year Coming - 09-3-2019

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By John Mauldin August 30, 2019 We have reached Labor Day weekend which, in the US, is a holiday for honoring work and workers. If you’re a Baby Boomer like me, you also grew up knowing school was about to start again. We didn’t do the mid-August thing back then. The first day of school was the [...]Read More >

On My Radar: The Art of Not Wanting a Deal - 08-30-2019

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August 30, 2019 By Steve Blumenthal “We advise the U.S. side not to underestimate the Chinese side’s ability to safeguard its development rights and interests. Don’t say we didn’t warn you!” – Commentary in the People’s Daily, the official newspaper of the Communist Party of China May 29, [...]Read More >

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