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CMG Q3 2017 Quarterly Performance Update

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Dear clients, friends and family: Following is the 2017 third 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. CMG Tactical Fixed Income [...]Read More >

On My Radar: Start Small, Grow Tall

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October 27, 2017 By Steve Blumenthal “Collectively, the Fed, European Central Bank and Bank of Japan own one-third of the global bond market. “ – Mary Ellen Stanek, CFA Managing Director and Director of Asset Management, Robert W. Baird & Co., Chief Investment Officer, Baird [...]Read More >

Trade Signals — Don’t Fight the Tape or the Fed Still Bullish

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By Steve Blumenthal October 25, 2017 S&P 500 Index -- 2,569 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: Upside Down?

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October 20, 2017 By Steve Blumenthal “You have to bet against the consensus and be right to be successful in the markets.” – Ray Dalio, Founder, Bridgewater Associates, LP It remains a decidedly risk-on environment.  Interest rates are higher, the dollar is higher and the stock market is higher. [...]Read More >

Trade Signals — No Signal Changes Since Last Week

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By Steve Blumenthal October 18, 2017 S&P 500 Index -- 2,559 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: Risk Management for All Markets

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October 13, 2017 By Steve Blumenthal “Long-term Investors need to be invested in long-term assets, but pay special attention to limiting downside losses. The best way to make money in the long term is not losing it in the short term.” – Dr. David Kelly, Chief Global Strategist J.P. Morgan Asset [...]Read More >

Trade Signals — The Bull Market in Everything

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By Steve Blumenthal October 11, 2017 S&P 500 Index -- 2,551 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 Great Central Bank Unwind

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October 6, 2017 By Steve Blumenthal "We think the main attribute of the next crisis will be severe liquidity disruptions resulting from market developments since the last crisis." - Marko Kolanovic, Ph.D., Head of Quantitative and Derivatives Strategy, JP Morgan Chase & Co. (Source: The [...]Read More >

On My Radar: Trust, Commitment and Love

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September 29, 2017 By Steve Blumenthal “It isn’t what’s in my head that’s most valuable, although I did learn a lot along the way; it’s knowing how to deal with not knowing that’s been the source of my success.” – Ray Dalio I’d like to take you to two places today.  One is life and the pursuit [...]Read More >

Trade Signals — A Look at Margin Debt and Its Trend

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By Steve Blumenthal September 27, 2017 S&P 500 Index -- 2,497 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 Flow That Conquers All

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September 22, 2017 By Steve Blumenthal “The message from a string of BIS [Bank of International Settlements] reports is that the US dollar is both the barometer and agent of global risk appetite and credit leverage. Episodes of dollar weakness - such as this year - flush the world with liquidity [...]Read More >

Trade Signals — Inching Higher in Bull Market Trend

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By Steve Blumenthal September 20, 2017 S&P 500 Index -- 2,507 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: Forward We Go

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September 15, 2017 By Stephen Blumenthal “While asset prices have decoupled from fundamentals, the gap has been filled by quantitative easing, large cash reserves by corporations and worsening inequality.” - Mohamed El-Erian: In Investing, The Journey Is Not The Destination Last week, investors [...]Read More >