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 – Extreme Investor Pessimism S/T Bullish For Equities, Equity Trend Modestly Bullish, Bond Trend Bearish - 10-24-2018

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By Steve Blumenthal October 24, 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: Critical Tipping Points – A Dashboard of Indicators - 10-19-2018

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October 19, 2018 By Steve Blumenthal “A generational opportunity hidden in plain sight. Its status of loneliness and ‘vox clamantis in deserto’ (a voice crying out in the wilderness) makes for potential outsized returns.” – Francesco Filia Plan 1: Buy-hold-rebalance. Buy lowest fee index funds [...]Read More >

Trade Signals – Don’t Fight the Tape or the Fed Moves to -1 - 10-17-2018

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By Steve Blumenthal October 17, 2018 S&P 500 Index -- 2,809 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 Painful Week for Global Equities and Fixed Income; The 3.07% Line in the Sand is Crossed - 10-12-2018

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October 12, 2018 By Steve Blumenthal “I want to reiterate my headline: managing debt crises is all about spreading out the pain of the bad debts, and this can almost always be done well if one’s debts are in one’s own currency. The biggest risks are typically not from the debts themselves, but [...]Read More >

Trade Signals – The 3.07% Line in the Sand is Crossed; Expect Bumps - 10-10-2018

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By Steve Blumenthal October 10, 2018 S&P 500 Index -- 2,840 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: Ray Dalio’s Template for Understanding Big Debt Crises (OMR Part III) - 10-5-2018

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October 5, 2018 By Steve Blumenthal “Typically the worst debt bubbles are not accompanied by high and rising inflation, but by asset price inflation financed by debt growth. That is because central banks make the mistake of accommodating debt growth because they are focused on inflation and/or [...]Read More >

Trade Signals – Equity Bull, Bond Bear, Forward 10-Year Return Range -3.03% to +8.43% - 10-3-2018

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By Steve Blumenthal October 3, 2018 S&P 500 Index -- 2,931 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: Ray Dalio’s Template for Understanding Big Debt Crises (OMR Part II) - 09-28-2018

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September 28, 2018 By Steve Blumenthal “The key to handling debt crises well lies in policy makers’ knowing how to use their levers well and having the authority that they need to do so, knowing at what rate per year the burdens will have to be spread out, and who will benefit and who will suffer [...]Read More >

Trade Signals – Fed Day, Zweig Bond Signal Remains Bearish, Equity Trend Remains Bullish - 09-26-2018

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By Steve Blumenthal September 26, 2018 S&P 500 Index -- 2,924 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: Ray Dalio’s Template for Understanding Big Debt Crises (OMR Part I) - 09-21-2018

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September 21, 2018 By Steve Blumenthal “I am writing this on the tenth anniversary of the 2008 financial crisis in order to offer the perspective of an investor who navigated that crisis well because I had developed a template for understanding how all debt crises work. I am sharing that template [...]Read More >

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