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 – The Zweig Bond Model Turns Bullish, Equity Markets Testing Resistance (200-day MA) - 01-30-2019

Share This:

By Steve Blumenthal January 30, 2019 S&P 500 Index -- 2,663 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 >

CMG Q4 2018 Quarterly Performance Update - 01-28-2019

Share This:

Dear clients, friends and family: Following is the 2018 fourth quarter performance for CMG’s Tactical Investment Strategies along with our thoughts on each strategy over the past quarter. Market index performance is presented at the bottom of the chart. CMG Tactical Fixed Income [...]Read More >

On My Radar: More Money Than Fools or More Fools Than Money - 01-25-2019

Share This:

January 25, 2019 By Steve Blumenthal “More money than fools or more fools than money. When there is more money than fools asset prices go up. When there are more fools than money, asset prices go down.” – Louis-Vincent Gave, Founding Partner & CEO, Gavekal Research At last March’s Mauldin [...]Read More >

Trade Signals – Testing Overhead Resistance (Red Zone) - 01-23-2019

Share This:

By Steve Blumenthal January 23, 2019 S&P 500 Index -- 2,643 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: RIP Jack Bogle, Welcome Home - 01-18-2019

Share This:

January 18, 2019 By Steve Blumenthal “Overoptimism and overconfidence are two well-known psychological traits of our species. They are particularly dangerous in the late stages of an economic cycle where these terrible twins result in investors overestimating return and underestimating risk – a [...]Read More >

Trade Signals – Equity Signals Remain in Sell, Fixed Income Signals Mixed; Will US Government Shutdown Cause Recession? - 01-16-2019

Share This:

By Steve Blumenthal January 16, 2019 S&P 500 Index -- 2,614 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: 2019 Beginning Year Valuations, Coming Returns, and Coach - 01-11-2019

Share This:

January 11, 2019 By Steve Blumenthal [Trump tweets, Xi Jinping, Global debt, the ECB Greenspan Put and Powell QT, He won’t do the same damn thing] "We didn’t start the fire It was always burning Since the world’s been turning We didn’t start the fire No we didn’t light it But we tried to [...]Read More >

Trade Signals – More Sell Signals, Recession Risk Rising - 01-9-2019

Share This:

By Steve Blumenthal January 9, 2019 S&P 500 Index -- 2,585 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: How the Market and Economic Machines Work - 01-4-2019

Share This:

January 4, 2019 By Steve Blumenthal “History is on our side. There have been 13 Fed tightening cycles since 1950. Ten of these landed the economy in recession, and neither the consensus nor the Fed staff saw them coming when they actually started. So before knowing anything else, the fact that [...]Read More >

Trade Signals – More Bear Market Signals, Extreme Pessimism Suggests Oversold Rally - 01-2-2019

Share This:

By Steve Blumenthal January 2, 2019 S&P 500 Index -- 2,507 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 >

Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

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.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.