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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 SignalsFocused on identifying the short, intermediate and long-term trends in the investment markets: equities, fixed income, currencies, commodities and gold. See all Trade Signals

Most Recent Stories

On My Radar: “Broken Debt” by John Mauldin - 03-26-2021

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March 26, 2021 By Steve Blumenthal Once a quarter or so, I write about debt. We sit at the end of a long-term debt supercycle. Few of us have seen one before, though they have happened many times throughout history. The last was in the mid-1930s. Last week, my partner John Mauldin hit it out [...]Read More >

On My Radar: Reading People’s Faces - 03-19-2021

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March 19, 2021 By Steve Blumenthal "This is not the end, this is not even the beginning of the end, this is just perhaps the end of the beginning." – Sir Winston Churchill On a warm summer's evening On a train bound for nowhere I met up with the gambler We were both too tired to sleep So [...]Read More >

Trade Signals – The $1.9 Trillion Dollar Jet Stream - 03-17-2021

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By Steve Blumenthal March 17, 2021 S&P 500 Index -- 3,942 (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 >

On My Radar: Valuations and Margin Debt - 03-12-2021

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March 12, 2021 By Steve Blumenthal “Cycles are inevitable. Every once in a while, an up- or down-let goes on for a long time and/or to a great extreme, and people start to say ‘this time it’s different.’” – Howard Marks, Co-Founder and Co-Chairman, Oaktree Capital Management Less spending, [...]Read More >

Trade Signals – Margin Debt Record High - 03-10-2021

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By Steve Blumenthal March 10, 2021 S&P 500 Index -- 3,898 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 >

On My Radar: The Powell Bluff - 03-5-2021

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March 5, 2021 By Steve Blumenthal “No generation has a right to contract debts greater than can be paid off during the course of its own existence.” – George Washington to James Madison (1789) New week, same poker game. Powell studied the table and played his hand. I hold, he said. No change in [...]Read More >

On My Radar: Unhinged — Rates Spiking - 02-26-2021

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February 26, 2021 By Steve Blumenthal "The ratio of the price of copper to the price of gold is a great inflation indicator. Copper has rallied a great deal while gold is slightly down. This tells us the U.S. 10-Year Treasury should be at 2.25% right now." – Jeffrey Gundlach, Founder, [...]Read More >

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 >

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