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

Trade Signals – NASDAQ 100 Index Relative to S&P 500 Index (1999 Tech Bubble) - 07-22-2020

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By Steve Blumenthal July 22, 2020 S&P 500 Index -- 3,254 (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 [...]Read More >

CMG Mauldin Smart Core Quarterly Conference Call – 2Q 2020 - 07-22-2020

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July 20, 2020 Hosted by: Brian Schreiner, Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:45): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (13:42): Interview with CMG Mauldin [...]Read More >

Virtual Strategic Investment Conference 2020: Returning to the New Normal – John Mauldin, David Bahnsen, Louis Gave & Mark Yusko - 07-20-2020

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Virtual Strategic Investment Conference 2020 Panel Discussion: Returning to the New Normal - John Mauldin, David Bahnsen, Louis Gave and Mark Yusko (Moderator: Karen Harris) The notes below are a transcription of the panel discussion. Please forgive any typographic or grammatical [...]Read More >

On My Radar: An Infinitely Complex & Interconnected Global Financial System - 07-17-2020

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July 17, 2020 By Steve Blumenthal “We believe the corona crisis is the most disruptive global event since World War II, and far surpasses the trauma of the 2007-2009 Great Recession.” – A. Gary Shilling, financial analyst and commentator, Insight As you read today, keep this important point [...]Read More >

Trade Signals – Equities Continue Climb with Uncertain Domestic Economy - 07-15-2020

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By Steve Blumenthal July 15, 2020 S&P 500 Index -- 3,225 (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 [...]Read More >

Virtual Strategic Investment Conference 2020: Notes from Interview of Ian Bremmer - 07-13-2020

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Virtual Strategic Investment Conference 2020 Interview of Ian Bremmer by Jared Dillian Please note: A substantial portion of the notes below are a transcription of the interview. Please forgive any typographic or grammatical errors. On Friday, May 15, 2020, Mauldin Economics’ Jared Dillian [...]Read More >

On My Radar: Mauldin Economics Virtual SIC 2020 – Catherine Wood - 07-10-2020

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July 10, 2020 By Steve Blumenthal “My experience in this business is if everyone is running in one direction and you start to run in the other, and you seem crazy, if you're right, the rewards are enormous.” – Catherine Wood, Founder, CEO, CIO, and Portfolio Manager, ARK Investment Management [...]Read More >

Trade Signals – TINA? How About Gold? - 07-8-2020

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By Steve Blumenthal July 8, 2020 S&P 500 Index -- 3,153 (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 [...]Read More >

Virtual Strategic Investment Conference 2020: Notes from Interview of Karen Harris - 07-7-2020

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Virtual Strategic Investment Conference 2020 Interview of Karen Harris by Ed D'Agostino Please note: Please forgive any typographic or grammatical errors. Karen Harris is Managing Director, Macro Trends Group at Bain & Company, a global consulting firm. Karen spoke about the impact of this [...]Read More >

Virtual Strategic Investment Conference 2020: Notes from Interview of Neil Howe - 07-7-2020

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Virtual Strategic Investment Conference 2020 Interview of Neil Howe by John Mauldin Please note: Please forgive any typographic or grammatical errors. I believe you’ll walk away with a number of insights from John Mauldin’s conversation with historian, economist, and author, Neil Howe, at this [...]Read More >

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