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On My Radar: February 7, 2013

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February 7, 2013 By Steve Blumenthal Not since February 2000 (not a typo) has more money raced into equity funds until this past January 2013.  I hear Sir John Templeton whisper in my head, “Sell when everyone else is buying”.  He also advised to, “Buy when everyone else is selling,” though that [...]Read More >

Trade Signals: February 6, 2013

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S&P 500 Index 1507 By Steve Blumenthal February 6, 2013 RISK OFF Hedge Long Equity Exposure and/or Defensively Raise Cash. Investment Sentiment charts 2-6-13: Chart 1.  NDR Daily Trading Sentiment Composite.  Excessive Optimism - RISK OFF (hedge). Today, The Daily Trading [...]Read More >

The Blumenthal Viewpoint: February 1, 2013

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February 1, 2013 By Steve Blumenthal The Race to Debase “I think they can pull it off”, he says.  “Pull what off”,  I ask?  “The Fed, you know, the printing of all this new money to bail us out of our debt mess.  I think it just might work.”  I cringe and quietly think my friend has drunk too [...]Read More >

Trade Signals: January 30, 2013

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S&P 500 Index 1501 By Steve Blumenthal January 30, 2013 RISK OFF Raise Cash and/or Hedge Long Equity Exposure. Investment Sentiment charts 1-30-13: Chart 1.  NDR Daily Trading Sentiment Composite.  Excessive Optimism - RISK OFF (hedge). The Daily Trading Sentiment Composite moved [...]Read More >

Shilling on Currencies

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http://www.bloomberg.com/news/2013-01-28/dollar-thrives-in-age-of-competitive-devaluations.html [...]Read More >

CMG 2012 Q4 Performance Update

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January 28, 2013 Dear clients, friends and family: Following is the 2012 fourth quarter and year-to-date 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 [...]Read More >

On My Radar: January 24, 2013

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By Steve Blumenthal January 24, 2013 This morning Ray Dalio was interviewed on CNBC.  Have you ever watched a master teacher present to his class?  There is a silence and sense of crystal clear awareness.  Ray spoke about his macro perspective, the markets and his views on how to structure a [...]Read More >

Trade Signals: January 23, 2013

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S&P 500 Index 1491 By Steve Blumenthal January 23, 2013 RISK OFF Raise Cash and/or Hedge Long Equity Exposure. See January 17, 2013 Trade Signals for Risk Off commentary. Included are the usual Investor Sentiment charts (way too much optimism – bearish) as well as three charts on [...]Read More >

Trade Signals: January 17, 2013

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S&P 500 Index 1485 By Steve Blumenthal January 17, 2013 “RISK OFF”: Raise Cash – Hedge (Investor Sentiment is once again at Extreme Optimism) After watching the market post double-digit returns last year, Americans are pouring billions of dollars into stocks. Why now I wonder? Just [...]Read More >

On My Radar: January 11, 2013

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January 11, 2013 By Steve Blumenthal Over promised! Under funded!  Unmanageable debt!  Keep on printing boys! Checks for Free! In this week’s piece, I share a link to “Money for Nothin’ Writing Checks for Free” by Bill Gross.  Bill does a great job in simplifying and sharing his views on what [...]Read More >