May 15, 2020 By Steve Blumenthal “There is no atheist in a foxhole; there is no capitalist in a crisis.” - Jim Bianco, President and Macro Strategist, Bianco Research (Mauldin Economics Virtual Strategic Investment Conference, 2020) Rosenberg stepped to the plate. As leadoff hitter for more [...]Read More >
Trade Signals – Sell in May and Go Away (?)
By Steve Blumenthal May 13, 2020 S&P 500 Index -- 2,865 (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 >
Thoughts from the Frontline: Five Viral Lessons
By John Mauldin May 8, 2020 We live in truly historic times. “There are decades when nothing happens, and weeks when decades happen,” says a quote usually attributed to Vladimir Lenin. It certainly fits now. For thousands of years, people who lived through what we call “history” didn’t [...]Read More >
On My Radar: Earnings, Margin Debt, and Valuations
May 8, 2020 By Steve Blumenthal “We’re only down 15% from the all-time high of February 19, and it seems to me that the world is more than 15% screwed up.” - Howard Marks, Co-Founder and Co-Chairman, Oaktree Capital (April 20, 2020) When asked for his thoughts on the market, my friend and [...]Read More >
Trade Signals – A Look at MACD
By Steve Blumenthal May 6, 2020 S&P 500 Index -- 2,883 (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 Capital Management Group & Greenrock Research – April 7, 2020
https://youtu.be/-mCUThasKu8 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 [...]Read More >
On My Radar: Deflation Now, Inflation Later – The Sell of a Lifetime for Bonds
May 1, 2020 By Steve Blumenthal “The net effect will further worsen the debt overhang. We know from similar efforts here, in Japan, Europe, and China this provides no more than a fleeting boost to economic activity at the expense of additional weakness in future economic activity. This shift [...]Read More >
Trade Signals – NDR CMG Long/Flat Model Remains a Buy; Investor Sentiment Signaling Extreme Pessimism (S/T Bullish)
By Steve Blumenthal April 29, 2020 S&P 500 Index -- 2,938 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: The Greatest Generation!
April 24, 2020 By Steve Blumenthal “In order to understand why empires and their economies rise and fall and what is happening to the world order right now, you need to understand how money, credit, and debt work. Understanding how they work is critically important because that which has [...]Read More >
Trade Signals – Waterfall Declines and Re-tests
By Steve Blumenthal April 22, 2020 S&P 500 Index -- 2,807 (close) 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 [...]Read More >
On My Radar: Debt’s a Problem! But There’s Good News Too
April 17, 2020 By Steve Blumenthal “For the time before this current crisis, I give practically all central banks a miserable grade. But in the crisis they do the right thing. Well, the Fed's rate cuts would not have been necessary, they are of no use in the current situation. But it is [...]Read More >
CMG Mauldin Smart Core Quarterly Conference Call – 1Q 2020
April 14, 2020 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:48): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (17:00): Interview with CMG Mauldin Smart [...]Read More >
Trade Signals – A Look at Long-term Trend (Where We Are in the Investment Cycle)
By Steve Blumenthal April 15, 2020 S&P 500 Index -- 2,783 (close) 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 [...]Read More >
Thoughts from the Frontline: Bending the Inflation Curve
By John Mauldin April 10, 2020 “Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output. … A steady rate of monetary growth at a moderate level can provide a framework under which a [...]Read More >
On My Radar: A Video Game That Doesn’t Require Quarters
April 10, 2020 By Steve Blumenthal “So that the record of history is absolutely crystal clear that there is no alternative way, so far discovered, of improving the lot of the ordinary people that can hold a candle to the productive activities that are unleashed by a free enterprise system.” - [...]Read More >
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