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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

Trade Signals — August 9, 2017 - 08-8-2017

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By Steve Blumenthal August 9, 2017 S&P 500 Index -- 2,485 I am on vacation this week in Stone Harbor in southern New Jersey with Susan and our children.  I hope you are able to take some time off this summer.  I'm going to try not to eat too much Springer's Homemade ice cream. I've [...]Read More >

CMG Q2 2017 Quarterly Performance Update - 08-1-2017

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Dear clients, friends and family: Following is the 2017 second 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: FANG Stocks, Gigabytes and Terabytes - 07-28-2017

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July 28, 2017 By Steve Blumenthal "Over the years I have seen scores of very bright investment advisors turn into hugely successful gurus who blaze into the investment business with spectacular forecasts. Yet, I've watched each and every one of them crash back to earth when a big subsequent [...]Read More >

Trade Signals — Trend Trumps Sentiment - 07-26-2017

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By Steve Blumenthal July 26, 2017 S&P 500 Index -- 2,477 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 HY Market… A Leading Indicator - 07-21-2017

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July 21, 2017 By Steve Blumenthal “The primary, direct driver of default rates is not the yield on Treasury bonds but rather the business cycle.” Martin Fridson, CFA CIO of Lehmann, Livian, Fridson Advisors, LLC At a conference in Chicago this week, following up on last week’s letter, Keep [...]Read More >

Trade Signals — Cyclical Bull Trend Persists - 07-19-2017

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By Steve Blumenthal July 19, 2017 S&P 500 Index -- 2,466 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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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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