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: Keep Dancing but with a Sharp Eye on the Tea Leaves - 07-14-2017

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July 14, 2017 By Steve Blumenthal “Our responsibility now is to keep dancing, but closer to the exit and with a sharp eye on the tea leaves.” – Ray Dalio, Bridgewater Associates, LP Ray Dalio, chairman of Bridgewater Associates, wrote last week that the global economy is heading toward a new [...]Read More >

Trade Signals — Cyclical Bull Trend Evidence - 07-12-2017

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By Steve Blumenthal July 12, 2017 S&P 500 Index -- 2,425 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: Valuations, Coming Returns, Margin Debt and Janet Yellen’s Hubris - 07-7-2017

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July 7, 2017 By Steve Blumenthal “Would I say there will never, ever be another financial crisis? You know probably that would be going too far. But I do think we’re much safer and I hope that it will not be in our lifetimes, and I don’t believe it will be.” - Janet Yellen, Federal Reserve [...]Read More >

Trade Signals — Trend Signals Remain Bullish on Both Equities and Fixed Income - 07-5-2017

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By Steve Blumenthal July 5, 2017 S&P 500 Index -- 2,427 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 demand [...]Read More >

On My Radar: Opportunity Lies in Despair Not Euphoria - 06-30-2017

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June 30, 2017 By Steve Blumenthal “Change of a long-term trend is usually gradual enough that it is obscured by the noise caused by short-term volatility. By the time secular trends are even acknowledged by the majority they are generally obvious and mature. In the early stages of a new secular [...]Read More >

A Century of Evidence on Trend Following Investing - 06-30-2017

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Trade Signals — Risk of U.S. Recession Low; Equity Cyclical Bull Market Intact; Bullish Signals on Bonds - 06-28-2017

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By Steve Blumenthal June 28, 2017 S&P 500 Index -- 2,419 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: David Rosenberg — Notes from the 2017 Strategic Investment Conference (Part 5) - 06-23-2017

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June 23, 2017 By Steve Blumenthal “Investors need risk management in bear markets, not in bull markets.” “We are in the business of making mistakes. The only difference between the winners and the losers is that the losers make big mistakes and the winners make small mistakes.” “There are a [...]Read More >

Trade Signals — Fixed Income Remains in Buy Signal - 06-21-2017

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By Steve Blumenthal June 21, 2017 S&P 500 Index -- 2,437 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: Investment Ideas — Notes from the 2017 Strategic Investment Conference (Part 4) - 06-16-2017

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June 16, 2017 By Steve Blumenthal “Make new friends but keep the old, one is silver and the other is gold.” – Author Unknown The words above were etched on a wooden plaque that hung in my family’s kitchen. Mom was sending us a message and she’d point us to those words anytime we were quick to [...]Read More >

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