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 – Intermediate-Term Trends: Bullish Trends in U.S. Fixed Income, Equities, and Gold; Dollar Bear - 05-26-2021

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By Steve Blumenthal May 26, 2021 S&P 500 Index -- 4,196 (open) Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the amount of [...]Read More >

On My Radar: SIC2021 – Real Estate, Carbon Credits, and Rule #9 - 05-21-2021

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May 21, 2021 By Steve Blumenthal “So my issue here is, in the future, as we go forward, if we look at Federal spending as a % of GDP, the CBO is saying if the 10-year Treasury goes to 4.9%, which is their normalized projection, the interest expense alone will be close to 30% of GDP every year, [...]Read More >

Trade Signals – GMO’s 7-Year Asset Class Returns - 05-19-2021

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By Steve Blumenthal May 19, 2021 S&P 500 Index -- 4,098 (open) Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the amount of [...]Read More >

On My Radar: SIC2021 – Deflation? Inflation? Transitory? Define It? - 05-14-2021

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May 14, 2021 By Steve Blumenthal “You have to go back 40 years – to Q3 1981 – to find a higher quarterly year-over-year wage growth number (+8.5%). This is not an anomaly. This is not a single quarter aberration. This is not transitory. This is four straight quarters of the highest wage growth [...]Read More >

Trade Signals – Market Outlook: Negative S&P 500 Index Returns Over the Coming 11 Years - 05-12-2021

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By Steve Blumenthal May 12, 2021 S&P 500 Index -- 4,130 (open) Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the amount of [...]Read More >

On My Radar: Mauldin 2021 SIC - 05-7-2021

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May 7, 2021 By Steve Blumenthal “Prediction is very difficult, especially if it's about the future!” - Niels Bohr, Nobel Laureate, Physics “Making predictions is tough, especially if it's about the future!” - Yogi Berra, Late Yankees Baseball Player, Manager and Coach Both quotes serve as [...]Read More >

Trade Signals – Acceleration in Margin Debt’s Euphoria - 05-5-2021

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By Steve Blumenthal May 5, 2021 S&P 500 Index -- 4,177 (open) Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the amount of [...]Read More >

On My Radar: Euthanasia of the Rentier - 04-30-2021

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April 30, 2021 By Steve Blumenthal “The question is, ‘Why do policies that have been shown to work so badly still get used so regularly?’ I have long maintained that Keynesianism is to Marxism and Socialism what diet cola is to the real sugary beverage. Hence, it falls neatly into the popular, [...]Read More >

Trade Signals – Rate of Change in Inflation Sell Signal - 04-28-2021

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By Steve Blumenthal April 28, 2021 S&P 500 Index -- 4,183 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the amount of return [...]Read More >

On My Radar: Random Thoughts - 04-23-2021

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April 23, 2021 By Steve Blumenthal "Where ignorance is bliss, 'tis folly to be wise." – Thomas Gray British Poet, “Ode on a Distant Prospect of Eton College” I’m fortunate to be on the receiving end of a great deal of research. Some I pay for; some is available to all of us. I’m particularly [...]Read More >

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