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 – Investor Sentiment is Too Bullish, Recession Watch Update - 03-6-2019

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By Steve Blumenthal March 6, 2019 S&P 500 Index -- 2,780 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: A Collective Blindness to Risk and Uncertainty? - 03-1-2019

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March 1, 2019 By Steve Blumenthal “Optimism is highly valued, socially and in the market; people and firms reward the providers of dangerously misleading information more than they reward truth tellers. One of the lessons of the financial crisis that led to the Great Recession is that there are [...]Read More >

Trade Signals – Don’t Fight the Tape and Fed in Bullish Signal, Sentiment Remains Too Optimistic (S/T Bearish for Stocks) - 02-27-2019

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By Steve Blumenthal February 27, 2019 S&P 500 Index -- 2,794 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: Thoughts on the Fed Minutes – The Line in the Sand for Stocks is the Christmas Eve Low - 02-22-2019

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February 22, 2019 By Steve Blumenthal “The markets believed in December that the Fed was on the precipice of making a huge policy error – and the central bank pulled back. End of story… From my lens, the Fed had already overtightened and recession risks for this year are elevated and on the [...]Read More >

Trade Signals – No Significant Changes; Equity Signals Remain Poised to Change - 02-20-2019

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By Steve Blumenthal February 20, 2019 S&P 500 Index -- 2,779 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: 19 for 19, A Probable Retest of the December Low - 02-15-2019

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February 15, 2019 By Steve Blumenthal "We can be blind to the obvious, and we are also blind to our blindness." - Daniel Kahneman It’s been a fantastic equity market rally but keep your lights on, from a statistical perspective, odds favor a retest of the December low. I came across the [...]Read More >

Trade Signals – Testing the 200-day Line – Breaking Higher? - 02-13-2019

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By Steve Blumenthal February 13, 2019 S&P 500 Index -- 2,755 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: My Favorite Recession Watch Charts and What They are Telling Us - 02-8-2019

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February 8, 2019 By Steve Blumenthal “He went from being “Pragmatic Powell” to a “Powell Put.” But I do worry about people buying the dip because it does remind me a little of how the credit crisis developed with sub-prime starting to crack in 2007 it cracked down to $80 and people bought that [...]Read More >

Trade Signals – Red Zone – Upside Limited - 02-6-2019

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By Steve Blumenthal February 6, 2019 S&P 500 Index -- 2,730 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: An Observation on a Country Which I Love - 02-1-2019

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February 1, 2019 By Steve Blumenthal “It's 'pretty obvious' the Fed is moving to the whims of the markets.” - Art Cashin Managing Director, Director of Floor Operations UBS Financial Services Inc. “It is impossible for Jay Powell to be more dominated by market-world than he is today. Even in [...]Read More >

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