December 17, 2014 By Aparna Narayanan Investor's Business Daily Russian markets took a fatal fall Tuesday after a massive hike in interest rate sparked instability in the ruble. Despite President Vladimir Putin assuring the economy will be cured, the country's stock has been slammed in recent [...]Read More >
Trade Signals – Optimism No Longer, Buy the Dips
S&P 500 Index 2012 By Steve Blumenthal December 17, 2014 It didn’t take long for the extreme optimism to diminish. I remain in the buy the dip camp. Sentiment is nearing extreme pessimism and we have entered the seasonally favorable time of year. Oil and geopolitical risk is front and [...]Read More >
Blumenthal Viewpoint: 2015 Outlook – Strong First Half, Challenging Second Half
December 12, 2014 By Steve Blumenthal "That men do not learn very much from the lessons of history is the most important of all the lessons that history has to teach.” Aldous Leonard Huxley (1894-1963) Put me down as a long-time Philadelphia Eagles fan. But let's just say I'm on the good [...]Read More >
On My Radar: 2015 Outlook – Strong First Half, Challenging Second Half
December 12, 2014 By Steve Blumenthal "That men do not learn very much from the lessons of history is the most important of all the lessons that history has to teach.” Aldous Leonard Huxley (1894-1963) Put me down as a long-time Philadelphia Eagles fan. But let's just say I'm on the good [...]Read More >
Trade Signals – Trend Positive, Sentiment Remains Too Optimistic
S&P 500 Index 2060 By Steve Blumenthal December 10, 2014 “We are 5.75 years into the mega-bull market that began in 2009. That is a very long period for even mega-bulls. Compare it with bulls from 1923 (5.83 years), 1994 (5.75 years), and 2002 (5.0 years).” Ned Davis (Ned’s Insights [...]Read More >
On My Radar: Passion and Heart
December 5, 2014 By Steve Blumenthal "Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do work you believe is great work. And the only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle. As with all [...]Read More >
Trade Signals – Trend Positive, Sentiment Remains Too Optimistic
S&P 500 Index 2070 By Steve Blumenthal December 3, 2014 Volatility is picking up in high yield. The decline in the price of oil has heightened concern for the survivability of energy related high yield bonds. Our high yield bond strategy hit its stop-loss level and we moved to short-term [...]Read More >
CMG Tactical Rotation Strategy Webinar
On December 3, Mike Sciortino and Michael Hee hosted a webinar discussing the CMG Tactical Rotation Strategy and why it makes sense to position it in your clients' portfolios today. To view a recording of the webinar, please follow this link. [...]Read More >
Trade Signals – Bullish Trend Evidence Remains – Investor Sentiment Too Optimistic
S&P 500 Index 2069 By Steve Blumenthal November 26, 2014 In short summary: Trend evidence remains positive as measured by Big Mo and the 13/34-Week EMA on the S&P 500. Sentiment is far too bullish suggesting short-term caution. Sentiment has reached the extreme bullish state about [...]Read More >
On My Radar: Purgatory and Bubbles
November 21, 2014 By Steve Blumenthal “A safe investment is an investment whose dangers are not at that moment apparent.” – Lord Bauer All investments involve risk. Cash under your mattress (theft or fire), bank accounts, CDs, bonds, stocks… Truly, nothing is safe – yet some risks are less and [...]Read More >
InvestmentNews: Investment Managers ditching 60/40 portfolios in favor of more liquid alternatives
November 16, 2014 By Ed McCarthy InvestmentNews CMG CEO Steve Blumenthal spoke to InvestmentNews about an alternative to the traditional 60/40 buy and hold stock/bond portfolio. Blumenthal favors a tactical portfolio comprised of 30% equity, 30% fixed income that reduces equity and fixed income [...]Read More >
Trade Signals – Big Mo (Momentum) Still Says Go
S&P 500 Index 2049 By Steve Blumenthal November 19, 2014 In short summary: Big Momentum (“Mo”) still says go yet excessive optimism warns to expect a sell-off. I remain modestly bullish on equities. Buy the dips and own equities but hedged. Risk remains high due to high valuations and the [...]Read More >
On My Radar: Stocks Remain Richly Valued
November 14, 2014 By Steve Blumenthal Shortly after each month end (after the most recent reported earnings numbers are posted), I like to run through a few of my favorite valuation charts to gauge level, asses risk and to get a sense for what the probable forward return may be. Fortunately, [...]Read More >
Trade Signals – Good News and Bad News (Mostly Good)
S&P 500 Index 2039 By Steve Blumenthal November 12, 2014 Technical evidence remains positive. Big Momentum (“Mo”) is in a buy signal since October 14, 2011 and trend evidence (as measured by the 13/34-Week EMA - see chart 2) is positive. Investor sentiment has moved quickly from [...]Read More >
On My Radar: Cows, Capitalism and Japan
November 7, 2014 By Steve Blumenthal “Traditional Capitalism: You have two cows. You sell one and buy a bull. Your herd multiplies and the economy grows. You sell them and retire on the income. “American Capitalism: You have two cows. You sell three of them to your publically listed company, [...]Read More >
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