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 — NDR CMG U.S. Large Cap Long/Flat Index Signals Reduction in Exposure from 100% to 80% Exposure - 06-14-2017

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By Steve Blumenthal June 14, 2017 S&P 500 Index -- 2,435 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: Mark Yusko’s Ten Surprises — Notes from the 2017 Strategic Investment Conference (Part 3) - 06-9-2017

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June 9, 2017 By Steve Blumenthal “Your job as investors is to feel sick to your stomach. Do not invest when you are excited and everything is great… go shopping when things go on sale.” “We will have a recession sometime within the next 12 months. It is not going to be different this time.” – [...]Read More >

Trade Signals — Cyclical Bull Signals on Equities and Fixed Income - 06-7-2017

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By Steve Blumenthal June 7, 2017 S&P 500 Index -- 2,429 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: Dr. Lacy Hunt – Notes from the 2017 Strategic Investment Conference (Part 2) - 06-2-2017

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June 2, 2017 By Steve Blumenthal “The initial conditions or the starting point conditions, mean to me that a small degree of monetary restraint has a very quick and strong impact on economic activity.” - Lacy H. Hunt, Ph.D., Hoisington Investment Management 2017 Strategic Investment [...]Read More >

Trade Signals — S&P 500 Up 8.7% YTD; Trend Evidence Remains Bullish - 05-31-2017

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By Steve Blumenthal May 31, 2017 S&P 500 Index -- 2,413 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: The Great Reset – Notes from the 2017 Strategic Investment Conference (Part 1) - 05-26-2017

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May 26, 2017 By Steve Blumenthal "If you make an investment and feel good about it, you'll lose money. If you make an investment and you don’t feel good about it, you’ll make money. Go shopping when things are on sale." – Mark Yusko, Morgan Creek Capital Management 2017 Strategic Investment [...]Read More >

Trade Signals — Don’t Fight the Tape or the Fed - 05-24-2017

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By Steve Blumenthal May 24, 2017 S&P 500 Index -- 2,398 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: Near Term Looks Good, Long Term Looks Scary - 05-19-2017

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May 19, 2017 By Steve Blumenthal “Over the long term, what raises living standards is productivity—the amount that is produced per person—which increases from coming up with new ideas and implementing ways of producing efficiently. Productivity evolves slowly, so it doesn’t drive big economic [...]Read More >

Trade Signals — S&P 500 2,400, The Trend Remains Bullish for Stocks and Bonds - 05-17-2017

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By Steve Blumenthal May 17, 2017 S&P 500 Index -- 2,400 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: Reagan’s 1981 vs. Trump’s 2017 - 05-12-2017

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May 12, 2017 By Steve Blumenthal “In the short run, the market is a voting machine but in the long run, it is a weighing machine.” – Benjamin Graham When Ronald Reagan entered office in 1981, forward return expectations were a high 18.91% (see chart below: green line, left-hand side). Equally [...]Read More >

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