6/12/2015 @ 10:53AM Steve Blumenthal, Contributor “This is just not normal,” CMG Capital Management Group CEO Steve Blumenthal writes in his latest Forbes article The ‘Bigger Short’ Or How To Play This Crazy Bond Market. “Nearly 90% of the industrialized world economy is presently anchored by zero [...]Read More >

S&P 500 Index 2115 By Steve Blumenthal June 10, 2015 Trend evidence remains favorable as measured by Big Mo and the 13/34-Week Moving Average. Volume Demand continues to be stronger than Volume Supply (which is bullish for stocks). That last indicator (highlighted below) shows that on [...]Read More >

June 5, 2015 By Steve Blumenthal “We fail to comprehend how owners of claims on money (that is, bondholders) can continue to ignore the fact that the goal of generating more inflation is aimed precisely at reducing the value of their capital.  The opportunity, then, is to short bonds.” - Paul [...]Read More >

June 5, 2015 11:36 a.m. ET Mike Sciortino, Head of Distribution at CMG Capital Management Group, is featured in the Wealth Adviser section of The Wall Street Journal. Mike talks about how advisors can be more successful by being active, engaged listeners. Here is an excerpt: “The degree to which [...]Read More >

S&P 500 Index 2115 By Steve Blumenthal June 3, 2015 Note today the Zweig Bond Model’s “Buy” signal for bonds. The data takes into account price activity and is updated weekly based on Friday closing data.  The last three days have been wild. The yield on the 10-year Treasury has gone from [...]Read More >

May 29, 2015 By Steve Blumenthal “Negative-yield bonds now account for some €1.5 trillion of debt issued by governments in the euro area, equivalent to almost 30% of the total outstanding. Many expect even more of the global bond market to fall into negative yield territory. Half of all government [...]Read More >

May 28, 2015 Steve Blumenthal CMG Capital Management Group CEO Steve Blumenthal writes in ETF.com: "The high-yield bond market has been one of the great recovery stories since the scariest days of the financial crisis. It could become scary again when the Federal Reserve begins raising rates and [...]Read More >

S&P 500 Index 2123 By Steve Blumenthal May 27, 2015 A quick summary:  Sentiment is neutral and the overall trend, while aged, remains positive.  The Zweig Bond Model remains in a “Sell” signal suggesting shorter-term bond exposure is favored.  High yield remains the strongest bond asset [...]Read More >

5/26/15 12:45 PM EDT CMG Capital Management Group CEO Steve Blumenthal stopped by theStreet in New York today to chat with Gregg Greenberg about the coming opportunity in high yield bonds. Catch the (3.25 min) segment here: How to Profit From the Coming Washout in High Yield Bond ETFs. Summary of [...]Read More >

May 22, 2015 By Steve Blumenthal “Ultimately, markets are the complex social action of human beings. Because of that they are driven by human emotions: fear and greed.” -Mark Finn CPI was reported this morning and there is a slight whiff of concern in the air.  Fresh data showed consumer prices [...]Read More >

May 15, 2015 By Steve Blumenthal “Anyone in investments should know that when you add together a number of uncorrelating returns, something magical happens.” - David Harding of Winton Capital Management This week let’s take a look at current market valuations (high) and what they are telling us [...]Read More >

S&P 500 Index 2100 By Steve Blumenthal May 13, 2015 The bond market has been under pressure with the yield on the 10-year Treasury going from 2.05% (April 30, 2015) to 2.28% (today May 13, 2015).  The Zweig Bond Model signaled “SELL” on May 4 when the 10-year was yielding 2.13%. Our CMG [...]Read More >

May 8, 2015 By Steve Blumenthal “Everyone has to think about what will happen to their wealth when interest rates change direction.” - Peter Briger, CEO and Co-CIO of Fortress Investment Group “By 2020, 70% of assets will be held by retirees and pre-retirees." - Salim Ramji, BlackRock’s Global [...]Read More >

S&P 500 Index 2075 By Steve Blumenthal May 6, 2015 The Zweig Bond model moved to a “SELL” signal this week signaling a move to shorten higher quality bond maturity duration.  Our CMG Managed HY Bond Program is neutral and we remain long HY bond exposure.  Momentum has declined and is [...]Read More >

May 1, 2015 By Steve Blumenthal  "Earnings don't move the overall market; it’s the Federal Reserve board.  And whatever you do, 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 >