CMG

Wealth through ingenuity

Linkedin
CMG > Home

Thoughts from the Frontline: Decade of Living Dangerously, Part 2

  • Share This:

By admin

By John Mauldin January 10, 2020 If living dangerously is your goal, just keep adding reasonable, manageable, prudent risks. Eventually they’ll add up to serious danger. Hyman Minsky showed how stability leads to instability. Humans have a way of reinterpreting stable periods that seemingly [...]Read More >

On My Radar: 2020 Predictions

  • Share This:

By admin

January 10, 2020 By Steve Blumenthal “We have long felt that the only value of stock forecasters is to make fortune-tellers look good. Even now, Charlie (Munger) and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children [...]Read More >

Trade Signals – Interest Rates are Key to Risk Assets in 2020

  • Share This:

By admin

By Steve Blumenthal January 8, 2020 S&P 500 Index -- 3,258 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: Decade of Living Dangerously, Part 1

  • Share This:

By admin

By John Mauldin January 3, 2020 Welcome to the 2020s. Some weren’t sure we would make it this far, but we did. Now we face a new decade and new challenges. How we handle them will determine what kind of conversation we have in 2030. This concern for the future is one of the things that [...]Read More >

CMG Institutional Platform Services

  • Share This:

By admin

Since 1992, CMG has provided advisors and their clients access to innovative investment solutions and institutional platform services. We know your business.  We’ve worked with thousands of advisors and understand the challenges of growing your business. Our institutional platform services are [...]Read More >

Open an Account

  • Share This:

By admin

Thank you for your interest in working with John and the CMG team.  To open an account to be managed by CMG, complete the short form below.  A CMG Investment Advisor Representative will contact you to help you complete the rest of the process. *Fields are required By clicking on the Submit [...]Read More >

On My Radar: The Trade of a Lifetime is Forming

  • Share This:

By admin

December 20, 2019 By Steve Blumenthal “I will go to my grave believing that the financial crisis happened because of bubbles made by easy money.” – Stan Druckenmiller, Former Chairman and President, Duquesne Capital (Bloomberg Interview) I’ve seen three outstanding buying opportunities in my [...]Read More >

Trade Signals – An Eye on Inflation

  • Share This:

By admin

By Steve Blumenthal December 18, 2019 S&P 500 Index -- 3,138 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 Trade Ever

  • Share This:

By admin

December 13, 2019 By Steve Blumenthal “It hasn’t proven to be temporary. It hasn’t proved to be reversible without massive injections of liquidity. Which means that structural issues are playing a role.” – Mohamed A. El-Erian Chief Economic Advisor, Allianz (on Bloomberg TV) Let’s open this [...]Read More >

Trade Signals – Comparative Investment Returns Since 1926

  • Share This:

By admin

By Steve Blumenthal December 11, 2019 S&P 500 Index -- 3,138 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 Euphoric Blow-Off Top?

  • Share This:

By admin

December 6, 2019 By Steve Blumenthal “Given the high valuations I see, plus these divergences between many different indices, I am aware that many bull markets have ended with a rally similar to what we have seen since August.” – Ned Davis Founder, Ned Davis Research (CNBC) A few years ago, my [...]Read More >