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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

On My Radar: The Fed’s Next Move - 09-9-2016

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September 9, 2016 By Steve Blumenthal I and others however, have for several years now, suggested that the primary problem lies with zero/negative interest rates; that not only do they fail to provide an "easing cushion" should recession come knocking at the door, but they [...]Read More >

Trade Signals – Sentiment Better, Risk On Remains - 09-7-2016

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By Steve Blumenthal September 7, 2016 S&P 500 Index -- 2,184 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators.  It is my weekly risk management dashboard, designed to keep me better in sync with the major technical [...]Read More >

On My Radar: Why? Because We Need the Eggs - 09-2-2016

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September 2, 2016 By Steve Blumenthal Woody Allen closes “Annie Hall” with a joke: This guy goes to a psychiatrist and says, ‘Doc, my brother's crazy; he thinks he's a chicken.’  And the doctor says, ‘Well, why don't you turn him in?’  The guy says, ‘I would, but I need the eggs.’ That pretty [...]Read More >

On My Radar: The Little Engine That Could - 08-26-2016

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August 26, 2016 By Steve Blumenthal “We live at a time where the unthinkable has become common.” — B. Scott Minerd, Managing Partner, Guggenheim Partners Do you remember the story book The Little Engine That Could?  The best known version of the story was written by "Watty Piper," the pen name [...]Read More >

CMG Q2 2016 Quarterly Performance Update - 08-16-2016

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Dear clients, friends and family: Following is the 2016 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. Within the total portfolio construction [...]Read More >

On My Radar: The Best Looking Dude at the Dance - 08-12-2016

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August 12, 2016 By Steve Blumenthal “We’ve been bulls on 30-year Treasury bonds since 1981 when we stated, “We’re entering the bond rally of a lifetime.” “Their yields back then were 15.2%, but our forecast called for huge declines in inflation and, with it, a gigantic fall in bond yields to our [...]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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