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 – Likely Global Recession, Equity Trend Weakening, Fixed Income Signals Remain in Sell, No Sign of U.S. Recession - 11-28-2018

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By Steve Blumenthal November 28, 2018 S&P 500 Index -- 2,744 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 >

Trade Signals – Equity Trend Weakening, Fixed Income Trend Remains in Sell and Happy Thanksgiving - 11-21-2018

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By Steve Blumenthal November 21, 2018 S&P 500 Index -- 2,657 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: Stan Druckenmiller – Pieces of the Puzzle - 11-16-2018

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November 16, 2018 By Steve Blumenthal "All I want out of life is that when I walk down the street, folks will say, 'There goes the greatest hitter that ever lived.'" – Ted Williams Ted Williams hit .344 lifetime and won six American League batting titles, despite losing five years to military [...]Read More >

Trade Signals – No Major Changes to Signals; Equity Signals Remain in Buy, Though Weakening - 11-14-2018

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By Steve Blumenthal November 14, 2018 S&P 500 Index -- 2,737 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: Pride and Joy - 11-9-2018

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November 9, 2018 By Steve Blumenthal “… [W]e cannot do everything ourselves; different people are more capable in different matters… [I]n cases where we ourselves cannot be present, the vicarious faith of friends is substituted; and he who impairs that confidence, attacks the common bulwark of [...]Read More >

Trade Signals – Equity Trend Rolls; Fixed Income Stalled in a Sell; Don’t Fight the Tape Moves to Neutral Signal - 11-7-2018

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By Steve Blumenthal November 7, 2018 S&P 500 Index -- 2,774 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: Take the Shot - 11-2-2018

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November 2, 2018 By Steve Blumenthal “I’ve missed more than 9,000 shots in my career. I’ve lost almost 300 games. Twenty-six times I’ve been trusted to take the game-winning shot and missed. I’ve failed over and over and over again in my life. And that is why I succeed.” – Michael Jordan The [...]Read More >

Trade Signals – Short-term Bottom Appears in Place - 10-31-2018

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By Steve Blumenthal October 31, 2018 S&P 500 Index -- 2,717 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 Q3 2018 Quarterly Performance Update - 10-30-2018

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Dear clients, friends and family: Following is the 2018 third 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: Critical Tipping Points – A Dashboard of Indicators (Part II) - 10-26-2018

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October 26, 2018 By Steve Blumenthal “It is essential for everyone to understand the logical sequence of events that makes these (big debt crises) all play out all the same.” – Ray Dalio “Years of monumental Quantitative Easing / Negative Interest Rates monetary policy affected the behavioral [...]Read More >

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