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: The Baby Boomers are Booming Money Into Bond Funds – Unaware of the Risks - 01-24-2020

Share This:

January 24, 2020 By Steve Blumenthal “We’re just in the craziest monetary-fiscal [policy] mix in history. It’s so explosive, it defies imagination. It reminds me a lot of early ’99 [when inflation was low and stock markets were soaring]. The difference is the fed funds rate was 4.75% — today [...]Read More >

Practical Applications for VIX by Index TV - 01-24-2020

Share This:

What is (and isn’t) actually implied by VIX data? Stephen Blumenthal, CIO at CMG Capital Management Group joins S&P DJI’s Ed Ware and Hamish Preston to explore what VIX data means and how to put Wall Street’s fear gauge to work. [...]Read More >

Trade Signals – Near-Record Bullish Investor Sentiment Screams Caution - 01-22-2020

Share This:

By Steve Blumenthal January 22, 2020 S&P 500 Index -- 3,328 (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 >

CMG Mauldin Smart Core Quarterly Conference Call – 4Q 2019 - 01-21-2020

Share This:

January 14, 2020 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Segment 1 (03:35): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Segment 2 (19:30): Interview with CMG Mauldin Smart Core ETF Strategist, Michael Hee, Managing [...]Read More >

On My Radar: The Instability of Investment Prompted by Financial Speculation - 01-17-2020

Share This:

January 17, 2020 By Steve Blumenthal “The last five major global cyclical events were the early 1990s recession — largely occasioned by the U.S. Savings & Loan crisis, the collapse of Japan Inc. after the stock market crash of 1990, the Asian crisis of the mid-1990s, the fabulous technology [...]Read More >

Rosenberg Research – The Year Ahead 2020 - 01-17-2020

Share This:

[...]Read More >

Trade Signals – Despite Domestic and Global Issues, Bullish Market Trends Continue - 01-15-2020

Share This:

By Steve Blumenthal January 15, 2020 S&P 500 Index -- 3,282 (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 >

Thoughts from the Frontline: Decade of Living Dangerously, Part 2 - 01-13-2020

Share This:

By John Mauldin January 10, 2020 If living dangerously is your goal, just keep adding reasonable, manageable, prudent risks. Eventually they’ll add up to serious danger. Hyman Minsky showed how stability leads to instability. Humans have a way of reinterpreting stable periods that seemingly [...]Read More >

On My Radar: 2020 Predictions - 01-10-2020

Share This:

January 10, 2020 By Steve Blumenthal “We have long felt that the only value of stock forecasters is to make fortune-tellers look good. Even now, Charlie (Munger) and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children [...]Read More >

Trade Signals – Interest Rates are Key to Risk Assets in 2020 - 01-8-2020

Share This:

By Steve Blumenthal January 8, 2020 S&P 500 Index -- 3,258 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 >

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.