S&P 500 Index 1775 By Steve Blumenthal January 29, 2014 Included in this week’s update: Sentiment Charts – Extreme Optimism Remains: Hedge Equity Portfolio Exposure Cyclical Equity Market Trend Charts - Both Trend Charts Remain Bullish Cyclical Bond Market Trend Charts – Both Trend [...]Read More >
CMG Q4 2013 Quarterly Performance Update
Dear clients, friends and family: Following is the 2013 fourth quarter and year end net performance information for CMG’s Tactical Investment Strategies along with our thoughts on each strategy over the past quarter. In addition, we have provided the net performance for the CMG Managed Blends [...]Read More >
On My Radar: Breaking Bad
January 24, 2014 By Steve Blumenthal I’m deep in season four of Breaking Bad and completely enjoying the series. Are we Breaking Bad? Have we become too addicted to the Fed’s super drug (a pure form of liquid currency)? After all, they are pretty good at making the stuff. This week’s On My [...]Read More >
Trade Signals: Big Mo Stays Go
S&P 500 Index 1843 By Steve Blumenthal January 22, 2014 I thought I’d highlight the Big Mo Cyclical Trend Chart this week. Despite all the macro economic noise (debt, currency manipulation, QE, political dysfunction, etc.), the market has moved higher. Certainly, the hardest part for [...]Read More >
On My Radar: The Most Important Chart of the Year
January 17, 2014 By Steve Blumenthal Things are not always as they seem. In this business, it really is a game of opposites. Today the market is expensive by most measures. This is a confusing topic for many and there is always someone who says the market is cheap. Who to believe? What [...]Read More >
Trade Signals: Too Much Bull
S&P 500 Index 1839 By Steve Blumenthal January 15, 2014 The cyclical bull market trend remains in place, the Fed remains supportive and Investor Sentiment remains far too bullish. I continue to favor hedging long-term equity exposure tied to today’s Extreme Optimism. Included in this [...]Read More >
On My Radar: With All Due Respect
January 10, 2014 By Steve Blumenthal In this week’s On My Radar, I share the following: Asset Class Returns – An Interesting Look at Annual Returns (best to worst) With All Due Respect – An advisor’s response to last week's On My Radar Time to Pick a Ladder – by Blaine Robbins Trade [...]Read More >
Trade Signals: Extreme Optimism Remains
S&P 500 Index 1833 By Steve Blumenthal January 8, 2014 In this week’s piece, along with the usual charts, I include an interesting chart showing the correlation between the growth in the Fed’s balance sheet, the S&P 500 Index and Gold. The correlation in gold broke in 2013. For [...]Read More >
On My Radar: Time to Brace for a 20% Correction
S&P 500 Index 1831 By Steve Blumenthal January 3, 2014 There have been just three times since 1995 that Investor Crowd Sentiment (overall investor confidence in the stock market) has registered a higher bullish reading than today. To shout caution would be an understatement. In this [...]Read More >
Trade Signals: Time to Brace for a 20% Correction
S&P 500 Index 1831 By Steve Blumenthal January 3, 2014 There have been just three times since 1995 that Investor Crowd Sentiment (overall investor confidence in the stock market) has registered a higher bullish reading than today. To shout caution would be an understatement. In this [...]Read More >
Investor’s Business Daily: Best ETFs For 2014
Best ETFs For 2014: 9 Picks From 9 Strategists December 26, 2013 By Trang Ho Investor's Business Daily asked several investment strategists to share their one best ETF that investors should consider buying for 2014. Steve picked ProShares Ultra Short Yen (YCS) as the ETF with the most upside [...]Read More >
Trade Signals: Riding the Equity Wave
S&P 500 Index 1837 By Steve Blumenthal December 26, 2013 The ride for equities continues on and boy has it been a good one. How much longer? The key charts for me are the two Cyclical Trend charts I share in this piece today and every Wednesday. Having a strategy and the ability to [...]Read More >
The Blumenthal Viewpoint: 2014 Market Outlook
December 20, 2013 By Steve Blumenthal “People who habitually purchase common stocks at more than about 20 times their average earnings are likely to lose considerable money in the long run.” Ben Graham and David Dodd in their 1940 book Security Analysis: Principles and Techniques In [...]Read More >
Trade Signals: The Santa Claus Rally
S&P 500 Index 1780 By Steve Blumenthal December 18, 2013 The cyclical trend remains positive (though aged) and we are entering a seasonally friendly time of year for the equity markets. This week, along with the usual sentiment and cyclical trend charts, I include an interesting chart [...]Read More >
On My Radar: Integrity & Leadership
December 13, 2013 By Steve Blumenthal I was in Scottsdale, Arizona this week presenting at the IMN 18th Annual Global Indexing and ETFs Conference. Goldman Sachs was the lead sponsor and all of the big industry players were there. The content was particularly rich this year. It was a two and [...]Read More >
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