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

On My Radar: The Mauldin Economics 2018 Strategic Investment Conference (Introduction) - 03-9-2018

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March 9, 2018 By Steve Blumenthal “Invest in things that have never happened before, hedge for regression to the mean and plan for the unimaginable.” ― John Burbank, Passport Capital Mauldin Economics SIC 2018 “When the Fed moves in one direction they are ultimately laying the seeds for [...]Read More >

Trade Signals — No Changes Since Last Week; Equity Trend Persists - 03-8-2018

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By Steve Blumenthal March 8, 2018 S&P 500 Index -- 2,732 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 Fed, Kuroda, Trump On Trade and Gary Cohn - 03-2-2018

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March 2, 2018 By Steve Blumenthal “The greatest mistake of the individual investor is to think that a market that did well is a good market rather than a more expensive market.” - Ray Dalio “Volatility is an instrument of truth, and the more you deny the truth, the more the truth will [...]Read More >

Trade Signals — Bullish Equity Trend Rolls On; Fixed Income Signals Remain Bearish - 02-28-2018

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By Steve Blumenthal February 28, 2018 S&P 500 Index -- 2,738 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: Storming! Temperature’s Rising - 02-23-2018

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February 23, 2018 By Steve Blumenthal “Remember teamwork begins by building trust. And the only way to do that is to overcome our need for invulnerability.” ― Patrick Lencioni The Five Dysfunctions of a Team: A Leadership Fable I know I frustrate my team more often than I care to admit. My [...]Read More >

Trade Signals: A Look at the 200-Day MA Rule and Current Signals - 02-21-2018

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By Steve Blumenthal February 21, 2018 S&P 500 Index -- 2,716 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: Equity Market Valuations and What They Tell Us About Probable 7-, 10- and 12-Year Returns - 02-16-2018

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February 16, 2018 By Steve Blumenthal “Volatility fires almost always begin in the debt markets… Volatility is the brother of credit… and volatility regime shifts are driven by the credit cycle.” “When times are good and credit is easy, a company can rely on the extension of cheap debt to [...]Read More >

Trade Signals – Investor Sentiment Positive; Fixed Income Sell Signals; Equity Trend Signals Remain Bullish - 02-14-2018

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By Steve Blumenthal February 14, 2018 S&P 500 Index -- 2,677 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 Volatility Flash Crash Explained - 02-9-2018

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February 9, 2018 By Steve Blumenthal “We are replaying an age-old storyline of financial bubbles that has been played many times before…” “This market’s current temperament feels so much like either Japan in 1989 or the U.S. in 1999. And the events that have transpired so far this January make [...]Read More >

Trade Signals – Fixed Income Trends Negative, Don’t Fight the Tape or Fed Signals Caution, Equity Trend Remains Bullish - 02-7-2018

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By Steve Blumenthal February 7, 2018 S&P 500 Index -- 2698 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 >

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