CMG

Wealth through ingenuity

Linkedin
CMG > Home

Trade Signals — Trend Evidence: Equity Market Bull, Bond Market Bear

  • Share This:

By admin

By Steve Blumenthal November 16, 2016 S&P 500 Index -- 2,180 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: This is the End, Beautiful Friend

  • Share This:

By admin

November 11, 2016 By Steve Blumenthal This is the end, beautiful friend This is the end, my only friend, the end Of our elaborate plans, the end Of everything that stands, the end No safety or surprise, the end I'll never look into your eyes, again — The Doors, “End of the Night" To many, [...]Read More >

Trade Signals — Wow! The 10-Year is Yielding 2.10%

  • Share This:

By admin

By Steve Blumenthal November 9, 2016 S&P 500 Index -- 2,165 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: You’ve Only Got to Remember Two Things

  • Share This:

By admin

November 4, 2016 By Steve Blumenthal "Where you want to be is always in control, never wishing, always trading, and always, first and foremost protecting your butt." "I believe the very best money is made at the market turns. Everyone says you get killed trying to pick tops and bottoms and you [...]Read More >

CMG Q3 2016 Quarterly Performance Update

  • Share This:

By admin

Dear clients, friends and family: Following is the 2016 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. Within the total portfolio construction [...]Read More >

On My Radar: The Math Doesn’t Allow for a Soft Landing

  • Share This:

By admin

October 28, 2016 By Steve Blumenthal “You diversify.  You have a whole bunch of uncorrelated investment bets. And then you understand it (the situation) as best you can.” — Ray Dalio I had a long talk with an advisor client this week about portfolio construction, the economy, the debt cycle and [...]Read More >

Trade Signals — Little Movement in Equity Market, Equity Trend Remains Bullish, Sentiment Favorable and You’ll Find an Interesting Chart on QE’s Impact on the S&P 500

  • Share This:

By admin

By Steve Blumenthal October 26, 2016 S&P 500 Index -- 2,143 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: Are We at the End of a Long-Term Debt Cycle?

  • Share This:

By admin

October 21, 2016 By Steve Blumenthal "So the real question that I think people should think of is: Are we at the end of a long-term debt cycle?" — Ray Dalio I’ve written a great deal about debt.  In last week’s piece, I showed the enormity of the problem.  Growth is slow and I believe will [...]Read More >

On My Radar: Arnold Palmer — OMG What Was That?

  • Share This:

By admin

October 14, 2016 By Steve Blumenthal “The most rewarding things you do in life are often the ones that look like they cannot be done." "I've always made a total effort, even when the odds seemed entirely against me. I never quit trying; I never felt that I didn't have a chance to win.” — Arnold [...]Read More >