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: Temperature’s Rising - 10-4-2019

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October 4, 2019 By Steve Blumenthal “ There's a way to do it better - find it." - Thomas Edison " It's kind of fun to do the impossible." - Walt Disney Fresh signs of a global economic slowdown have driven equity markets lower this week and driven expectations for a Fed rate cut higher. [...]Read More >

Trade Signals – Fixed Income and Equity Trends Holding - 10-2-2019

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By Steve Blumenthal October 2, 2019 S&P 500 Index -- 2,924 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: Zulauf’s Bottom Line, What’s Ahead - 09-27-2019

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September 27, 2019 By Steve Blumenthal “When I look at markets, I first start to create a long-term big picture. I look at structural trends in economics, in demographics, in politics, etc. etc. And then I try to analyze the business cycle and were we sit in the cycle.” – Felix [...]Read More >

Trade Signals – Despite Geopolitical Uncertainty, Equity & Fixed Income Signals Remain Bullish - 09-25-2019

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By Steve Blumenthal September 25, 2019 S&P 500 Index -- 2,968 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: Unintended Consequences in a Complex System - 09-20-2019

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September 20, 2019 By Steve Blumenthal “I’m not saying that the past is prologue in an identical way. What I am saying that the basic cause/effect relationships are analogous: a) approaching the ends of the short-term and long-term debt cycles, while b) the internal politics is driven by large [...]Read More >

Trade Signals – Fed Approves Cut, Divided on Further Action; Equity Signals Remain Green; Zweig Bond Model Flashing Red - 09-19-2019

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By Steve Blumenthal September 18, 2019 S&P 500 Index -- 2,984 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: Black Hole Investing - 09-16-2019

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By John Mauldin September 13, 2019 Scientists say the rules change in a cosmic “black hole” at what astrophysicists call the event horizon. How do they know that? Not by observation, since what happens in there is, by definition, un-seeable. They infer it from the surroundings, which say that [...]Read More >

On My Radar: Dalio’s Three Big Issues and the 1930s Analogue - 09-13-2019

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September 13, 2019 By Steve Blumenthal “…nothing is new under the sun. Almost everything we see happened before at some point in human history, though of course with different details and magnitude. So we can’t throw out precedent completely. Well, except for negative interest rates. That really [...]Read More >

Trade Signals – Equity Market Trend Continues While Trump Urges Fed to Cut Rates Dramatically - 09-11-2019

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By Steve Blumenthal September 11, 2019 S&P 500 Index -- 2,981 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: Dalio’s Analogue and Mauldin’s Commentary - 09-9-2019

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By John Mauldin September 6, 2019 “The best way out is always through.” - Robert Frost “History doesn't repeat itself, but it does rhyme.” - Mark Twain It will not shock you when I say we live in confusing times. Odd, seemingly inconsistent events and decisions don’t bring the [...]Read More >

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