CMG

Wealth through ingenuity

Linkedin
CMG > Research & Insight

Research & Insight

Print Friendly, PDF & Email

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: AI and Energy - 06-28-2024

  • Share This:

  June 28, 2024 By Steve Blumenthal "The AI boom is fueling an insatiable appetite for electricity, which is creating risks to the grid and the transition to cleaner energy sources."  - Katherine Blunt and Jennifer Hiller, Wall Street Journal, “Big Tech's Latest Obsession Is Finding [...]Read More >

On My Radar: Baby We Were Born To Run - 06-21-2024

  • Share This:

  June 21, 2024 By Steve Blumenthal "All of the following factors appear to be inflationary: ongoing fiscal spending, remilitarization of the world, restructuring of global trade, capital needs of the green economy and possibly higher energy costs due to the lack of needed [...]Read More >

On My Radar: Inflation, Employment and The Fed - 06-14-2024

  • Share This:

  June 14, 2024 By Steve Blumenthal "I'll reiterate my belief again that after the inflation spike and inflation slow down, we are not just magically coming down to around 2% and staying there. Inflation volatility is here and will be for a while."  - Peter Boockvar, The Boock [...]Read More >

On My Radar: A Four-Way Presidential Race - 06-7-2024

  • Share This:

  June 7, 2024 By Steve Blumenthal "One of the prime lessons learned from long-term analysis is that no asset class can stay permanently detached from fundamentals."  - Jeremy J. Siegel, Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term [...]Read More >

On My Radar: Gundlach’s Investment Thesis - 05-31-2024

  • Share This:

  May 31, 2024 By Steve Blumenthal "Do I think that rates can go up a little bit? Yes I do. And if they do is the world prepared for it? Not really." - Jamie Dimon, CEO, JPMorgan Chase A seemingly endless amount of research crosses my desk each week. Most of it is nonsense. My head [...]Read More >

On My Radar: Memorial Day - 05-24-2024

  • Share This:

  May 24, 2024 By Steve Blumenthal "As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them." -John F. Kennedy This is a short note this week as I'm racing to get on the road to Ithica, NY. Our youngest is graduating [...]Read More >

On My Radar: Russia’s Putin and China’s Xi - 05-17-2024

  • Share This:

  May 25, 2024 By Steve Blumenthal "One of the key priorities today of Chinese policymakers is to de-dollarize their trade, is to reduce their dependency on the U.S. dollar. And this is much more for geostrategic reasons than economic reasons. I think in the past 15, 20 years, you have [...]Read More >

On My Radar: The Only Question That Matters - 05-10-2024

  • Share This:

  May 10, 2024 By Steve Blumenthal "The horizon leans forward, offering you space to place new steps of change." – Maya Angelou Grab your coffee and find your favorite chair. This week, I will continue sharing several high-level takeaways from the Mauldin Economics 2024 Strategic [...]Read More >

On My Radar: A Different Kind of World War - 05-3-2024

  • Share This:

  May 1, 2024 By Steve Blumenthal "All of the following factors appear to be inflationary: ongoing fiscal spending, remilitarization of the world, restructuring of global trade, capital needs of the green economy and possibly higher energy costs due to a lack of needed investment." – [...]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.