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Research & Insight

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Since 1992, CMG has embraced uncommon solutions – the application of tactical investments as part of a progressive diversification philosophy – to help investors successfully navigate the challenges of today’s investment world.

To enlighten those decisions, we make our insights, opinions, and research available in a variety of forms: Newsletters, white papers, economic commentary and weekly market updates. It’s a great library of information and it’s open 24/7/365. That way, you can drop by anytime.

  • On My RadarSteve's weekly debriefing identifies the most relevant market events of the past week and discusses how he sees these events impacting the market.See all On My Radar debriefings
  • Trade SignalsFocused on identifying the short, intermediate and long-term trends in the investment markets: equities, fixed income, currencies, commodities and gold. See all Trade Signals

Most Recent Stories

On My Radar: Yes, We Just Passed Euphoria - 12-20-2024

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  December 20, 2024 By Steve Blumenthal "Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria." – Sir John Templeton An essential and prescient quote for the current state of play. Investor and GMO investment and asset management [...]Read More >

On My Radar: Felix Zulauf, Liquidity and Markets - 12-13-2024

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  December 13, 2024 By Steve Blumenthal "Earnings don't move the overall market; it's the Federal Reserve Board... focus on the central banks and focus on the movement of liquidity... most people in the market are looking for earnings and conventional measures. It's liquidity that [...]Read More >

On My Radar: What’s Coming - 11-22-2024

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  November 22, 2024 By Steve Blumenthal "If you are not aggressive, you are not going to make money, and if you are not defensive, you are not going to keep money." - Ray Dalio, Founder, CIO Mentor, and Member of the Board Bridgewater Associates It's hard to believe we’ve landed on [...]Read More >

On My Radar: Ever Forward! - 11-8-2024

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  November 8, 2024 By Steve Blumenthal "This is much bigger than politics; this is a cultural moment."  — Dr. Pippa Malmgren The results are in. The stock market took off like a rocket ship, and interest rates shot higher. Like it or not, it's primarily red across the board. Trump is [...]Read More >

On My Radar: All Roads Lead to Inflation - 10-25-2024

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  October 25, 2024 By Steve Blumenthal "A failure to correct unsustainable fiscal trajectories poses major risks to growth, inflation, and financial stability." — Augustine Carstens, General Manager, Bank of International Settlements, October 22, 2024 Yes, precisely what he [...]Read More >

On My Radar: AI Venture Capital - 10-18-2024

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  October 18, 2024 By Steve Blumenthal "When you're easing into a meltup in financial markets, and we have the fiscal policy we have going forward, it's certainly a risk. And I just think it's a mistake not to be taking that risk into account." — Stanley Drunkenmiller, Bloomberg [...]Read More >

On My Radar: Bond, Junk Bond - 10-11-2024

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  October 11, 2024 By Steve Blumenthal "Bottom line, yields across the curve are at the highs of the day with the 10 yr yield now at 4.07%, the highest since late July. While the Fed’s aggressive rate cut, the China stimulus news, and the better-than-expected jobs report are likely [...]Read More >

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No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
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