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 – Sell In May Back in Form - 05-29-2019

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By Steve Blumenthal May 29, 2019 S&P 500 Index -- 2,783 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors demand [...]Read More >

Thoughts from the Frontline: Why Debt Won’t Spark Inflation - 05-29-2019

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By John Mauldin May 25, 2019 Modern technology was supposed to make travel less necessary. We can meet by phone, video, and now in virtual reality. But we’re still traveling more than ever. I certainly am. The reason is simple: Technology can’t yet replace face-to-face conversation, and [...]Read More >

On My Radar: Mauldin Strategic Investment Conference 2019 (Part II – David Rosenberg) - 05-24-2019

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May 24, 2019 By Steve Blumenthal “What we know about Fed tightening cycles is that they always expose and then expunge the bubble they created during the previous period of monetary expansion. I can take you back a century and show it to you. It’s like Mary Shelly’s Frankenstein… build up the [...]Read More >

Trade Signals – Record Share Buybacks, Trend Signals Mostly Positive (HY Sell Signal) - 05-23-2019

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By Steve Blumenthal May 22, 2019 S&P 500 Index -- 2,856 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors demand [...]Read More >

Thoughts from the Frontline: Takeaways from the SIC - 05-20-2019

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By John Mauldin May 17, 2019 There are these two young fish swimming along, and they happen to meet an older fish swimming the other way, who nods at them and says, “Morning, boys, how’s the water?” And the two young fish swim on for a bit, and then eventually one of them looks over at the other [...]Read More >

On My Radar: Mauldin Strategic Investment Conference 2019 (Part I – Dr. Lacy Hunt) - 05-17-2019

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May 17, 2019 By Steve Blumenthal “The only outcomes are an orderly restructure or unorderly restructure [of the debts].” - William White Former Chief Economist of the Bank for International Settlements The Bank for International Settlements (BIS) is known as the central banker’s banker. [...]Read More >

Trade Signals – Despite Geopolitical Risks, Equity and Fixed Income Signals Stay Bullish - 05-15-2019

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By Steve Blumenthal May 15, 2019 S&P 500 Index -- 2,820 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors demand [...]Read More >

Thoughts from the Frontline: Your Pension May Be Monetized - 05-14-2019

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By John Mauldin May 10, 2019 One difficulty in analyzing our economic future is the sheer number of potential crises. When so much couldgo wrong (and really right, when the exponential technologies I foresee get here), it’s hard to isolate, let alone navigate, the real dangers. We are [...]Read More >

On My Radar: Valuation Data, Coming Returns, Recession Charts and Mauldin SIC - 05-10-2019

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May 10, 2019 By Steve Blumenthal "Corrections happen during growth-rate cycle slowdowns, they don't require a recession." - Lakshman Achuthan, Economic Cycle Research Institute On Sunday afternoon, I fly to Dallas to attend the 16th annual Mauldin Economics Strategic Investment Conference (SIC). [...]Read More >

Trade Signals – Percentage of Investor Money in Equities Near Record High - 05-8-2019

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By Steve Blumenthal May 8, 2019 S&P 500 Index -- 2,879 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors demand [...]Read More >

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