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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: Felix Zulauf – Steve Blumenthal Podcast Discussion - 12-8-2023

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  December 8, 2023 By Steve Blumenthal "Take a look at the prevailing view before every major inflection point, and it has always been wrong." -Felix Zulauf, Founder and CEO of Zulauf Consulting If you were a reader of Barron's before 2017, you know Felix Zulauf’s work. For 30 [...]Read More >

On My Radar: The Probabilities and Implicates of Inflation Wave #2 - 12-1-2023

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  December 1, 2023 By Steve Blumenthal "Take a look at the prevailing view before every major inflection point, and it has always been wrong." -Jamie Dimon, CEO of JPMorgan, speaking with Andrew Ross Sorkin at the November 2023 DealBook Conference December 1. Hard to believe. Time [...]Read More >

On My Radar: The Second Stage of Tightening – Part II - 11-17-2023

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  November 17, 2023 By Steve Blumenthal "U.S. reaching a point where our debt problem gets even worse." – Ray Dalio, Source CNBC Kick the can was a fun game to play when we were kids. A Coke can was placed in an open space and was guarded. This person would cover their eyes and [...]Read More >

On My Radar: The Second Stage of Tightening - 11-10-2023

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  November 10, 2023 By Steve Blumenthal "We see two big forces that will continue to exert upward pressure on long rates and downward pressure on the economy: 1) the need to sustain a restrictive monetary policy until key economic conditions have settled into their desired levels and [...]Read More >

On My Radar: Defining A Superbubble - 11-3-2023

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  November 3, 2023 By Steve Blumenthal "Only a few market events in an investor’s career really matter, and among the most important of all are superbubbles. These superbubbles are events unlike any others: while there are only a few in history for investors to study, they have clear [...]Read More >

On My Radar: Entering The Superbubble’s Final Act - 10-27-2023

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  October 27, 2023 By Steve Blumenthal "We shall not cease from exploration, and the end of all our exploring will be to arrive where we started and know the place for the first time. " – T.S. Elliot In a conversation with a client this week, he shared the above quote by T.S. [...]Read More >

On My Radar: Treasury Yields – An Unpredictable Journey With An Uncertain Destination - 10-20-2023

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  October 20, 2023 By Steve Blumenthal "The world's most crucial benchmark market is on an unpredictable journey with an uncertain destination." – Mohamed El-Erian is President of Queens’ College, Cambridge University, an advisor to Allianz and Gramercy, and a best-selling author. [...]Read More >

On My Radar: Praying For Peace - 10-13-2023

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  October 13, 2023 By Steve Blumenthal "To push the point home, I want to make clear that I believe that we are in that brief part of the Big Cycle when the conflicts are heating up, and the leading powers still have the ability to choose between crossing that line into brutal war or [...]Read More >

On My Radar: The Presidential Election Cycle - 10-6-2023

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  October 6, 2023 By Steve Blumenthal "Peace begins with a smile." ­­– Mother Teresa I received a lot of feedback from last week's OMR letter. I appreciate the dialogue, especially when our views differ. When attending a conference or listening to a round table discussion on a [...]Read More >

On My Radar: Three Major Challenges - 09-29-2023

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  September 29, 2023 By Steve Blumenthal "Interest rates are the heart, the soul, and the life of the free market system. They ARE the cost of money. When costs go up, earnings go down. Real incomes go down. We are in a different investment environment than anything investors have [...]Read More >

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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.

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