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Thoughts from the Frontline: The Stumble-Through Economy

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By John Mauldin June 12, 2020 We are on the horns of a dilemma, caught between the Scylla and Charybdis, a rock and a hard place, the devil and the deep blue sea, the anvil and the hammer. The walls are closing in. We’re in a tight spot. All those metaphors (I could list more but will spare [...]Read More >

On My Radar: Euphoria Déjà Vu

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June 12, 2020 By Steve Blumenthal “We are strongly committed to using our tools to do whatever we can and for as long as it takes to provide some relief and stability.” - Federal Reserve Chairman Jerome Powell (June 10, 2020) Last week we took a look at valuations and what they tell us about [...]Read More >

Trade Signals – Euphoria Déjà Vu

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By Steve Blumenthal June 10, 2020 S&P 500 Index -- 3,200 (open) Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from changes in risk [...]Read More >

On My Radar: A Wave of Bankruptcies Ahead

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June 5, 2020 By Steve Blumenthal “You will get business failures on a grand scale.” - James Bullard, President of the Federal Reserve Bank of St. Louis (May 12, 2020) Let’s talk about valuations. Forward price-to-earnings (P/E) sits at 22.4. Median P/E (my favorite indicator, which looks at [...]Read More >

CMG Mauldin Portfolios Platform

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IMPORTANT DISCLOSURES INVESTING INVOLVES RISK. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. This document is a general communication provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, [...]Read More >

On My Radar: SIC 2020 – Highlights from Week Two

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May 22, 2020 By Steve Blumenthal “The problem I have is that it’s pure fantasy to think that normalized earnings are not going to be seriously dented by the likely permanent loss of some 10 million workers in the future from what the baseline was prior to the crisis, which means lost labor [...]Read More >

Trade Signals – Growth vs. Value Extreme

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By Steve Blumenthal May 20, 2020 S&P 500 Index -- 2,923 (open) Posted each Wednesday, Trade Signals looks at several of my favorite equity market, investor sentiment, fixed income, economic, recession and gold market indicators. Market trends persist over time and stem from changes in risk [...]Read More >

CMG Managed High Yield Bond Program – Chart 2

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IMPORTANT DISCLOSURE INFORMATION Investing involves risk. Past performance does not guarantee or indicate future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy [...]Read More >

CMG Managed High Yield Bond Program – Chart 1

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Strategy Performance (Net) IMPORTANT DISCLOSURE INFORMATION Investing involves risk. Past performance does not guarantee or indicate future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any [...]Read More >

Thoughts from the Frontline: Reflection Week

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By John Mauldin May 15, 2020 I knew this letter’s topic months ago. It was going to be a review of the Strategic Investment Conference, which would have just concluded fabulously in sunny Scottsdale. Well, something intervened. Coronavirus precautions kept us from having an in-person [...]Read More >