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: What I Learned at (Camp Kotok) Fishing Camp - 08-10-2018

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August 10, 2018 By Steve Blumenthal “The way to build long-term returns is through preservation of capital and home runs.” “Everyone sort of lives with their rulers in the past and doesn’t look at coming changes.” “Earnings don't move the overall market; it's the Federal Reserve Board... focus [...]Read More >

Trade Signals — Equities Remain Moderately Bullish, Bearish on High Quality Bonds - 08-8-2018

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By Steve Blumenthal August 8, 2018 S&P 500 Index -- 2,857 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: Gone Fishing - 08-3-2018

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August 3, 2018 By Steve Blumenthal “I don't want to scare the public, but we've never had QE. We've never had the reversal. Regulations are different. Monetary transmission is different. Governments have borrowed too much debt, and people can panic when things change.” – Jamie Dimon, Chairman [...]Read More >

Mauldin Smart Core – Investing During the Great Reset - 08-1-2018

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Diversify Trading Strategies, Not Assets As outlined in the white paper, John Mauldin believes that the traditional approach to managing core portfolios is going to result in a great deal of portfolio pain for investors during the period he calls the Great Reset. The white paper explains [...]Read More >

Invest Now - 08-1-2018

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Thank you for your interest in working with CMG. In just a few simple steps, you will be on your way to investing in the Mauldin Smart Core Strategy. Please fill out the short contact form below and a CMG advisor will contact you within 1 business day. Welcome aboard! * By [...]Read More >

Trade Signals — What I’m Seeing Today - 08-1-2018

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By Steve Blumenthal August 1, 2018 S&P 500 Index -- 2,809 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: The Risks Inherent at the End of a Long-Term Debt Supercycle - 07-27-2018

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July 27, 2018 By Steve Blumenthal “One last thing – as for this debate about the yield curve needing to invert to warrant a recession call, the reality is that at the ultra-low levels of rates, bloated central bank balance sheets that are in the process of gradually unwinding, and in the face of [...]Read More >

Trade Signals — No Major Changes, but Weekly Sentiment Moves to “Excessive Optimism” - 07-25-2018

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By Steve Blumenthal July 25, 2018 S&P 500 Index -- 2,817 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’s “An American Story” - 07-20-2018

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July 20, 2018 By Steve Blumenthal "Curiosity leads to learning. As you expose yourselves to newer and richer experiences; you learn different things—some good, some bad—but all important to the journey of life. It is what you learn is all that matters." – "Prashant" in John Mauldin's “An [...]Read More >

Trade Signals — No Significant Changes Since Last Week’s Post - 07-18-2018

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By Steve Blumenthal July 18, 2018 S&P 500 Index -- 2,811 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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