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 – $2 Trillion is a Good Start - 03-25-2020

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By Steve Blumenthal March 25, 2020 S&P 500 Index -- 2,564 (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 >

On My Radar: GVC – The Great Virus Crisis - 03-20-2020

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March 20, 2020 By Steve Blumenthal “I am proposing that we do not think outside of the box. We must get rid of the box.” – John Mauldin This week’s piece was hard for me to write. How does an optimist keep their spirits up? I’m OD’ing on the news and with coffee in hand early this morning, I [...]Read More >

Thoughts from the Frontline: Coronavirus is Not an Emergency. It’s a War. - 03-20-2020

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By John Mauldin March 19, 2020 This is a short midweek note, something I haven’t done for years. But as we all know, these are very special and difficult times. Below, I’ll give you two links. They describe the nature of the new coronavirus pandemic and its potential consequences. I have run [...]Read More >

Trade Signals – Thoughts on the Market, Targets, Risk Management and Recession - 03-18-2020

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By Steve Blumenthal March 18, 2020 S&P 500 Index -- 2,398 (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 >

On My Radar: Pandemic, Cycles, Recession Begins - 03-13-2020

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March 13, 2020 By Steve Blumenthal “We didn’t know then, just like we don’t know now, how long or how sharp or shallow of a downturn we will face.” - Alfred Lin, Partner, Sequoia Capital Sequoia Capital is a venture capital firm that invests in early stage businesses, providing seed or series [...]Read More >

Trade Signals – Why Risk Management? - 03-11-2020

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By Steve Blumenthal March 11, 2020 S&P 500 Index -- 2,791 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: Notes from Park City—Understanding the Fed and Market Behavior - 03-6-2020

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March 6, 2020 By Steve Blumenthal “It will take considerable time — perhaps several quarters — before we can be confident that the virus has been contained. It will take even longer for the global economy to recover its footing.” - Letter from Sequoia Capital to Founders and CEOs of its [...]Read More >

Trade Signals – Supply and Demand Jaws Closing, and a Look at Long-Term Trend - 03-4-2020

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By Steve Blumenthal March 4, 2020 S&P 500 Index -- 3,003 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: COVID-19: A Crisis the Fed Can’t Fix - 03-2-2020

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By John Mauldin February 28, 2020 For the last 3+ years, I have maintained it would take an “exogenous” event to send the United States into recession. Historically suboptimal growth? Sure, but sub-3% growth isn’t a recession. The coronavirus obviously qualifies as an exogenous event. But [...]Read More >

On My Radar: John Ray – I’m Calling the Bond Market Top (Low in Yields); It’s Got to Be Over - 02-28-2020

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February 28, 2020 By Steve Blumenthal “I hope nobody took President Trump’s “buy the dip” investment advice… The disruption to economic activity due to the coronavirus will be ongoing.” - David Rosenberg, Founder, Chief Economist, and Strategist, Rosenberg Research and Associates This morning, [...]Read More >

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