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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

On My Radar: A History of Early Stage Bear Markets - 12-28-2018

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December 28, 2018 By Steve Blumenthal “Monetary tightening by central banks is like trying to pull a brick across a rough surface with elastic: nothing happens; still nothing happens;  then it leaps up and hits you in the face.” – Ambrose Evans-Pritchard, The Telegraph On My Radar is a letter [...]Read More >

On My Radar: You Get What You Need - 12-21-2018

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December 21, 2018 By Steve Blumenthal “I saw her today at the reception A glass of wine in her hand I knew she was gonna meet her connection At her feet was her footloose man You can't always get what you want You can't always get what you want You can't always get what you want But if you [...]Read More >

On My Radar: Opportunity, Not Crisis, Looms in 2019 - 12-14-2018

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December 14, 2018 By Steve Blumenthal “I think we’re going to see a lot more of what we just saw, which is a lot more volatility, it’s really easy to say ‘I’m really bullish’ or ‘I’m really bearish.’ I kind of see a two-sided market.” “I think in the next year it will be, from where we are [...]Read More >

2019 Investment Outlook - 12-14-2018

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December 11, 2018 Hosted by Steve Blumenthal Executive Chairman, Chief Investment Officer, and Co-Portfolio Manager John Mauldin Chief Economist and Co-Portfolio Manager Brian Schreiner Senior Vice President, Private Wealth Group Transcript Brian:  Good afternoon. Thanks [...]Read More >

On My Radar: The End of the Beginning - 12-7-2018

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December 7, 2018 By Steve Blumenthal “The training wheels are coming off. Next week, the European Central Bank will conduct its final meeting of 2018 and is widely expected to announce the cessation of its QE asset purchase program. The ECB began buying sovereign bonds in 2015 and added [...]Read More >

Trade Signals – More Evidence of a Bear Market - 12-5-2018

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By Steve Blumenthal December 5, 2018 S&P 500 Index -- 2,668 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: The Big Short - 11-30-2018

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November 30, 2018 By Steve Blumenthal “When it comes to investing, we never know what the future holds or where we are going, but we should do all we can to know where we stand, since the current position of the cycle has powerful implications for how we should cope with its possible future.” – [...]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.
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