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 – Trend Evidence Remains Moderately Bullish for HY, Equities and FI - 04-10-2019

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By Steve Blumenthal April 10, 2019 S&P 500 Index -- 2,878 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 [...]Read More >

On My Radar: Recession Obsession and Why It Matters - 04-5-2019

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April 5, 2019 By Steve Blumenthal “Meanwhile, over the past 10 years, low interest rates meant that we kept bringing tomorrow’s growth forward to today. Unfortunately, we may now have run out of tomorrow’s growth, and are about to start to regret eating today’s growth yesterday.” – [...]Read More >

Trade Signals – Golden Cross (50- vs. 200-day MA), Sentiment and Bond Trend - 04-3-2019

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By Steve Blumenthal April 3, 2019 S&P 500 Index -- 2,867 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 [...]Read More >

On My Radar: This Time is Different… Is it? The High Yield Bond Market Holds the Key - 03-29-2019

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March 29, 2019 By Steve Blumenthal "There's a lot of reasons to think that it has been a recession predictor for reasons in the past that kind of don't apply today." – John Williams, President and CEO, Federal Reserve Bank of New York Is it different this time? Williams is saying yes. The bond [...]Read More >

Trade Signals – Data Dependent, Process Driven, Risk Management - 03-27-2019

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By Steve Blumenthal March 27, 2019 S&P 500 Index -- 2,797 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 [...]Read More >

On My Radar: QE is Coming Back - 03-22-2019

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March 22, 2019 By Steve Blumenthal “This U-Turn on nothing fundamentally changing is unprecedented. Three months ago, we were on ‘autopilot’ with the balance sheet and now the bond market is priced for a rate cut this year. The reversal in their stance is stunning.” - Jeffrey Gundlach CEO, [...]Read More >

Trade Signals – The Trend Limps Higher - 03-20-2019

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By Steve Blumenthal March 20, 2019 S&P 500 Index -- 2,831 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 [...]Read More >

On My Radar: Peak Profit Margins – And What They Tell Us - 03-15-2019

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March 15, 2019 By Steve Blumenthal “Business cycles are a type of fluctuation found in the aggregate economic activity of nations that organize their work mainly in business enterprises: a cycle consists of expansions occurring at about the same time in many economic activities, followed by [...]Read More >

Trade Signals – The 10-year Bull Market (Longest in History) May Have Peaked - 03-13-2019

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By Steve Blumenthal March 13, 2019 S&P 500 Index -- 2,799 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 [...]Read More >

On My Radar: Balancing Offense and Defense; Equity Market Valuations and What They Tell Us About Coming Returns - 03-8-2019

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March 8, 2019 By Steve Blumenthal “To refer to a personal taste of mine, I’m going to buy hamburgers the rest of my life. When hamburgers go down in price, we sing the ‘Hallelujah Chorus’ in the Buffett household. When hamburgers go up in price, we weep. For most people, it’s the same with [...]Read More >

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