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 — Cyclical Equity Bull Market Remains Dominant Trend - 05-10-2017

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By Steve Blumenthal May 10, 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: It’s Different This Time - 05-5-2017

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May 5, 2017 By Steve Blumenthal “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” – Sir John Templeton I presented at a recent advisor conference alongside a famous economist. He told a story about an investment manager who told him, “You know… [...]Read More >

CMG Q1 2017 Quarterly Performance Update - 05-5-2017

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Dear clients, friends and family: Following is the 2017 first 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 >

Trade Signals — S/T Gold Sell Signal, Equity & FI Trends Remain Bullish, Sentiment Excessively Optimistic - 05-3-2017

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By Steve Blumenthal May 3, 2017 S&P 500 Index -- 2,388 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: Rick Barry and The Wisdom of Limiting Losses - 04-28-2017

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April 28, 2017 By Steve Blumenthal “The hardest part in trying to limit losses is not necessarily timing the market, but imparting the wisdom of limiting losses upon your clients. To limit drawdowns advisors and their clients cannot fully embrace raging bull markets that are excessively [...]Read More >

Trade Signals — Bullish Equity and Fixed Income Trends Remain; Sentiment Neutral - 04-26-2017

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By Steve Blumenthal April 26, 2017 S&P 500 Index -- 2.394 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: Handle with Extreme Care - 04-21-2017

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April 21, 2017 By Steve Blumenthal “The biggest mistake investors make is to believe that what happened in the recent past is likely to persist. They assume that something that was a good investment in the recent past is still a good investment. Typically, high past returns simply imply that an [...]Read More >

Trade Signals — Equities: No Progress since March 6. Bullish Trend Signals in Fixed Income. - 04-19-2017

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By Steve Blumenthal April 19, 2017 S&P 500 Index -- 2.342 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: Fundamentally Bipolar; Fed Tightening Cycles – Past and Present - 04-13-2017

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April 14, 2017 By Steve Blumenthal “…the Fed has typically tightened too much and/or for too long. From this long history, a well-established pattern is identifiable. The economic growth rate along with inflation receded. A financial crisis was more likely than not.” – Van R. Hoisington and [...]Read More >

Trade Signals — Low Risk of Recession, High Risk of Inflation, Equity Trend Remains Bullish - 04-12-2017

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By Steve Blumenthal April 12, 2017 S&P 500 Index -- 2,346 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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