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

CMG Managed High Yield Bond Program – Chart 1 - 05-18-2020

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Strategy Performance (Net) IMPORTANT DISCLOSURE INFORMATION Investing involves risk. Past performance does not guarantee or indicate future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any [...]Read More >

Thoughts from the Frontline: Reflection Week - 05-18-2020

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By John Mauldin May 15, 2020 I knew this letter’s topic months ago. It was going to be a review of the Strategic Investment Conference, which would have just concluded fabulously in sunny Scottsdale. Well, something intervened. Coronavirus precautions kept us from having an in-person [...]Read More >

On My Radar: Fed versus Markets - 05-15-2020

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May 15, 2020 By Steve Blumenthal “There is no atheist in a foxhole; there is no capitalist in a crisis.” - Jim Bianco, President and Macro Strategist, Bianco Research (Mauldin Economics Virtual Strategic Investment Conference, 2020) Rosenberg stepped to the plate. As leadoff hitter for more [...]Read More >

Trade Signals – Sell in May and Go Away (?) - 05-13-2020

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By Steve Blumenthal May 13, 2020 S&P 500 Index -- 2,865 (open) 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: Five Viral Lessons - 05-11-2020

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By John Mauldin May 8, 2020 We live in truly historic times. “There are decades when nothing happens, and weeks when decades happen,” says a quote usually attributed to Vladimir Lenin. It certainly fits now. For thousands of years, people who lived through what we call “history” didn’t [...]Read More >

On My Radar: Earnings, Margin Debt, and Valuations - 05-8-2020

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May 8, 2020 By Steve Blumenthal “We’re only down 15% from the all-time high of February 19, and it seems to me that the world is more than 15% screwed up.” - Howard Marks, Co-Founder and Co-Chairman, Oaktree Capital (April 20, 2020) When asked for his thoughts on the market, my friend and [...]Read More >

Trade Signals – A Look at MACD - 05-6-2020

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By Steve Blumenthal May 6, 2020 S&P 500 Index -- 2,883 (open) 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 >

CMG Capital Management Group & Greenrock Research – April 7, 2020 - 05-5-2020

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https://youtu.be/-mCUThasKu8 IMPORTANT DISCLOSURE INFORMATION Investing involves risk. Past performance does not guarantee or indicate future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific [...]Read More >

On My Radar: Deflation Now, Inflation Later – The Sell of a Lifetime for Bonds - 05-1-2020

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May 1, 2020 By Steve Blumenthal “The net effect will further worsen the debt overhang. We know from similar efforts here, in Japan, Europe, and China this provides no more than a fleeting boost to economic activity at the expense of additional weakness in future economic activity. This shift [...]Read More >

Trade Signals – NDR CMG Long/Flat Model Remains a Buy; Investor Sentiment Signaling Extreme Pessimism (S/T Bullish) - 04-29-2020

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By Steve Blumenthal April 29, 2020 S&P 500 Index -- 2,938 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 >

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