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Research & Insight

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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

Thoughts from the Frontline: Volatile Year Coming - 09-3-2019

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By John Mauldin August 30, 2019 We have reached Labor Day weekend which, in the US, is a holiday for honoring work and workers. If you’re a Baby Boomer like me, you also grew up knowing school was about to start again. We didn’t do the mid-August thing back then. The first day of school was the [...]Read More >

On My Radar: The Art of Not Wanting a Deal - 08-30-2019

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August 30, 2019 By Steve Blumenthal “We advise the U.S. side not to underestimate the Chinese side’s ability to safeguard its development rights and interests. Don’t say we didn’t warn you!” – Commentary in the People’s Daily, the official newspaper of the Communist Party of China May 29, [...]Read More >

Trade Signals – Look at Gold Go - 08-28-2019

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By Steve Blumenthal August 28, 2019 S&P 500 Index -- 2,861 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: Digging a Hole to China - 08-26-2019

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By John Mauldin August 23, 2019 Good news: The trade war is over. No, it’s getting worse. Or maybe it is ending but it could start again tomorrow. Confused? All of the above were true at various points in the last few weeks. Markets bounced around in reaction. And we are still no closer to [...]Read More >

On My Radar: The Magic Money Tree Explained - 08-23-2019

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August 23, 2019 By Steve Blumenthal “When real yields are low or negative, investors’ returns are not commensurate with risk, so investment falls along with productivity gains and growth prospects.” – Lacy Hunt, Ph.D. and Van Hoisington, Hoisington Investment Management Company I begin this [...]Read More >

On My Radar: Camp Kotok Notes on China and MMT - 08-16-2019

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August 16, 2019 By Steve Blumenthal “The experience of the Great Recession and its aftermath revealed that a lower bound on interest rates can be a serious obstacle for fighting recessions. However, the zero lower bound is not a law of nature; it is a policy choice. The central message of this [...]Read More >

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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.
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