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

On My Radar: Debt’s a Problem! But There’s Good News Too - 04-17-2020

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April 17, 2020 By Steve Blumenthal “For the time before this current crisis, I give practically all central banks a miserable grade. But in the crisis they do the right thing. Well, the Fed's rate cuts would not have been necessary, they are of no use in the current situation. But it is [...]Read More >

CMG Mauldin Smart Core Quarterly Conference Call – 1Q 2020 - 04-16-2020

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April 14, 2020 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:48): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (17:00): Interview with CMG Mauldin Smart [...]Read More >

Trade Signals – A Look at Long-term Trend (Where We Are in the Investment Cycle) - 04-15-2020

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By Steve Blumenthal April 15, 2020 S&P 500 Index -- 2,783 (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 >

Thoughts from the Frontline: Bending the Inflation Curve - 04-13-2020

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By John Mauldin April 10, 2020 “Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output. … A steady rate of monetary growth at a moderate level can provide a framework under which a [...]Read More >

On My Radar: A Video Game That Doesn’t Require Quarters - 04-10-2020

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April 10, 2020 By Steve Blumenthal “So that the record of history is absolutely crystal clear that there is no alternative way, so far discovered, of improving the lot of the ordinary people that can hold a candle to the productive activities that are unleashed by a free enterprise system.” - [...]Read More >

Trade Signals – Not Yet Out of the Woods - 04-8-2020

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By Steve Blumenthal April 8, 2020 S&P 500 Index -- 2,715 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 Beginning of the End of the Pandemic - 04-3-2020

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April 3, 2020 By Steve Blumenthal “There are no new eras—excesses are never permanent.” – Bob Farrell Bob Farrell’s 10 Rules for Investing I went to sleep last night with more hope in my heart then I’ve felt over the last several weeks. These days, I’ve been feeling more like Eeyore than [...]Read More >

Trade Signals – Expect Retest; New Lows Follow Waterfall Declines - 04-1-2020

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By Steve Blumenthal April 1, 2020 S&P 500 Index -- 2,471 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 >

Thoughts from the Frontline: Postcards from the Frontline - 03-30-2020

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By John Mauldin March 27, 2020 Unprecedented events are happening so fast, I barely know where to start. But let’s begin with a small one, noticeable perhaps only to me. Over the years I’ve received thousands of reader emails responding to my letters. I read and appreciate them all, even the [...]Read More >

On My Radar: The End of the Long-Term Debt Supercycle - 03-27-2020

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March 27, 2020 By Steve Blumenthal "We entered into the current crisis with a whole financial system that had been incentivized by policymakers to take on excessive levels of debt and leverage. The turmoil we are seeing right now is the result of the unwinding of this leverage. The primary [...]Read More >

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