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Research & Insight

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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 – 10-year Treasury Yield at 1.40% - 02-24-2021

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By Steve Blumenthal February 17, 2021 S&P 500 Index -- 3,885 (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 [...]Read More >

On My Radar: Options Hedging 101 - 02-19-2021

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February 19, 2021 By Steve Blumenthal "Infrastructure spending is the one major area of agreement, and with Modern Monetary Theory, soaring federal deficits and debt are no obstacles. More federal stimulus is likely but worried consumers will probably use most of it to rebuild assets and reduce [...]Read More >

On My Radar: A Beacon of Light to Warn and Guide - 02-12-2021

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February 12, 2021 By Steve Blumenthal "Trying to figure out if the economy is in recession is like trying to assess if you had a fever after you just took a large dose of aspirin… But as with frogs in water that is slowly being heated to a boil, investors are being conditioned not to recognize [...]Read More >

Trade Signals – Falling Dollar is Inflationary - 02-11-2021

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By Steve Blumenthal February 10, 2021 S&P 500 Index -- 3,900 (close) 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 [...]Read More >

On My Radar – Inflation Obsession – When? - 02-5-2021

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February 5, 2021 By Steve Blumenthal “Stay away from high quality fixed income securities. It's a bubble. People are very bullish on equities because of where interest rates are. If they go even lower, you ought not to be that bullish.” - Leon Cooperman, Chairman & CEO, Omega Advisors No, [...]Read More >

Trade Signals – Inflation vs. Deflation - 02-4-2021

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By Steve Blumenthal February 4, 2021 S&P 500 Index -- 3,750 (close) 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 [...]Read More >

What’s In Your (Investment) Kitchen? - 02-1-2021

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For the past 4-5 years, I have been on a journey to develop a comprehensive set of portfolio programs and strategies that fit my worldview and also reflect what I believe the likely probabilities are for the coming decade. I’ve often said this coming decade represents a great opportunity but also [...]Read More >

On My Radar: A Shift to Value - 01-29-2021

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January 29, 2021 By Steve Blumenthal “Rule number 1: Don’t lose money. Rule number 2: Don’t forget rule number one.” - Warren Buffett Over a very long period of time, value stocks have beaten growth stocks. Of course, there were moments when growth beat value. That’s evident in the top section [...]Read More >

Trade Signals – Margin Debt Insanity - 01-27-2021

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By Steve Blumenthal January 27, 2021 S&P 500 Index -- 3,750 (close) 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 [...]Read More >

Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.