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On My Radar: Trend Following Works!

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January 27, 2017 By Steve Blumenthal “We tend to hang onto our views too long simply because we spent time and effort coming up with those views in the first place. This leads to confirmation bias and an anchoring to strongly held beliefs even if the evidence fails to support them anymore.” - [...]Read More >

CMG Q4 2016 Quarterly Performance Update

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Dear clients, friends and family: Following is the 2016 fourth 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: Thought — Word — and Action

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January 20, 2017 By Steve Blumenthal “I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” Jimmy Dean, American Country Music Singer Today Donald J. Trump was sworn in as the 45th President of the United States.  President Trump steps to center [...]Read More >

Understanding Tactical Investment Strategies

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Tactical strategies should be at the core of every diversified portfolio What Advisors Need to Know About Tactical Investing Volatility is back. An aging bull market is showing signs of stress. Interest rates are set to rise. Advisors want to know - what should we do? That's why I put [...]Read More >

On My Radar: Keep One Eye On Bonds. Keep the Other on Inflation.

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January 13, 2017 By Steve Blumenthal “Don't be afraid of change for it is the catalyst of opportunity.” – Unknown We want it short, we want it easy to understand and we want it right.  Here’s my best guess: U.S. stocks will remain in an uptrend fueled by a strong dollar Tax cuts, [...]Read More >

Trade Signals — Don’t Fight the Trend or the Tape… A Golden Rule

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By Steve Blumenthal January 4, 2017 S&P 500 Index -- 2,270 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 Signup

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Sign Up to Receive On My Radar   On My Radar is a FREE weekly email newsletter with exclusive content delivered to your inbox every Friday after the markets close. See examples of On My Radar.  We do not share emails.  Unsubscribe at any time.  Thank you! [...]Read More >

Understanding Diversification & Correlation

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Correlation and diversification play a critical role in the success of any portfolio Diversification means strength through variety. If each component of a portfolio does the same thing, then the portfolio is no stronger than any one component. In this paper, we examine how "alternative" [...]Read More >