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 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

Trade Signals – Biden, Powell, and Yellen (“Smartest Thing We Can Do is Act Big”) - 01-20-2021

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By Steve Blumenthal January 20, 2021 S&P 500 Index -- 3,798 (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 >

CMG Mauldin Smart Core Quarterly Conference Call – 4Q 2020 - 01-20-2021

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January 12, 2021 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:47): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (13:15): Interview with CMG [...]Read More >

On My Radar: Navigating Stock Market Cycles - 01-15-2021

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January 15, 2021 By Steve Blumenthal “We're in uncharted waters... Nobody has gotten by with the kind of money printing now for a very extended period without some kind of trouble. We're very near the edge of playing with fire." – Charlie Munger, Vice Chairman, Bershire Hathaway Last year, [...]Read More >

Trade Signals – A Secular Bear Market in Bonds Has Begun - 01-13-2021

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By Steve Blumenthal January 13, 2021 S&P 500 Index -- 3,748 (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 >

Thoughts from the Frontline: Year of the Gripping Hand - 01-11-2021

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By John Mauldin January 8, 2021 This week’s letter is the first part of my 2021 forecast. There is simply too much to cover in one letter, and today we’ll start with the most important factor, a known unknown, that I think will be the driver for 2021. Before beginning, I want to make two [...]Read More >

On My Radar: 2021, Here We Go – Inflation, the Dollar, Commodities, Bonds, and Equities - 01-8-2021

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January 8, 2021 By Steve Blumenthal “They (investors) will behave very peculiarly. And in terms of the reactions because they are human beings and they get excited when others get excited, they get greedy when others get greedy, they get fearful when other get fearful, and they'll continue to [...]Read More >

Trade Signals – Gold, Silver, and the 10-Year Treasury Yield Surge - 01-6-2021

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By Steve Blumenthal January 6, 2021 S&P 500 Index -- 3,748 (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 in [...]Read More >

Trade Signals – Foaming at the Mouth - 12-30-2020

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By Steve Blumenthal December 30, 2020 S&P 500 Index -- 3,727 (previous 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 [...]Read More >

On My Radar: Happy Holidays - 12-25-2020

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December 25, 2020 By Steve Blumenthal "There are two kinds of people - those who believe everything is a miracle, and those who believe nothing is a miracle." – Albert Einstein Sending you a warm wish for a wonderful holiday and happy new year. I do hope you are enjoying your family even if via [...]Read More >

Trade Signals – The HY Market Holds the Key - 12-24-2020

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By Steve Blumenthal December 24, 2020 S&P 500 Index -- 3,690 (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 >

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