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 — Flat Tape Related to Extreme Optimism (S/T Bearish for Equities), Zweig Remains in Sell, Equity Trend Bullish - 01-18-2017

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By Steve Blumenthal January 18, 2017 S&P 500 Index -- 2,269 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 >

The Daily Shot Brief — January 18, 2017 - 01-18-2017

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Understanding Tactical Investment Strategies - 01-17-2017

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Tactical strategies should be at the core of every diversified portfolio What Advisors Need to Know About Tactical Investing Volatility is back. An aging bull market is showing signs of stress. Interest rates are set to rise. Advisors want to know - what should we do? That's why I put [...]Read More >

On My Radar: Keep One Eye On Bonds. Keep the Other on Inflation. - 01-13-2017

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January 13, 2017 By Steve Blumenthal “Don't be afraid of change for it is the catalyst of opportunity.” – Unknown We want it short, we want it easy to understand and we want it right. Here’s my best guess: U.S. stocks will remain in an uptrend fueled by a strong dollar Tax cuts, [...]Read More >

Hoisington Investment Management — Quarterly Review & Outlook (4Q 2016) - 01-13-2017

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Trade Signals — Rising Inflation, Low Probability of Global and U.S. Recession, Equity Cyclical Bull Trend Remains in Place - 01-12-2017

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By Steve Blumenthal January 12, 2017 S&P 500 Index -- 2,265 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 Bond Market is Facing the “Perfect Storm” plus Latest Equity Market Valuation Charts - 01-6-2017

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January 6, 2017 By Steve Blumenthal “Promise yourself to be so strong that nothing can disturb your peace of mind. Look at the sunny side of everything and make your optimism come true. Think only of the best, work only for the best, and expect only the best. Forget the mistakes of the past [...]Read More >

Trade Signals — Don’t Fight the Trend or the Tape… A Golden Rule - 01-4-2017

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By Steve Blumenthal January 4, 2017 S&P 500 Index -- 2,270 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 Signup - 01-1-2017

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Sign Up to Receive On My Radar On My Radar is a FREE weekly email newsletter with exclusive content delivered to your inbox every Friday after the markets close. See examples of On My Radar. We do not share emails. Unsubscribe at any time. Thank you! [...]Read More >

Understanding Diversification & Correlation - 01-1-2017

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Correlation and diversification play a critical role in the success of any portfolio Diversification means strength through variety. If each component of a portfolio does the same thing, then the portfolio is no stronger than any one component. In this paper, we examine how "alternative" [...]Read More >

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