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advisors CMG AdvisorCentral Tactical investing news, views and resources for financial advisors Twitter Google+ Linkedin Blog Contributors Advisor Resources About CMG Sitemap Events Monthly Valuation Update Posted on 08.07.18 | In Friday’s On My Radar , Steve offered his monthly look at market valuations. The data shows that they remain high by most every measure, however Steve says that it doesn’t mean stocks don’t move higher. Click below to see the most recent data. READ MORE Categories: Market Snapshot , Tactical Investment Strategies FAANGs Dominate S&P 500 Posted on 07.20.18 | Leave a Comment The market cap of the top five S&P 500 companies: $4.1 trillion… The market cap of the bottom 282 S&P 500 companies: $4.1 trillion. Just saying… Source: Michael Batnick, CFA. http://theirrelevantinvestor.com/2018/07/19/pareto/ Categories: Equities , Market Snapshot , Tactical Investment Strategies Risk-On or Risk-Off? Posted on 06.25.18 | In Friday’s On My Radar , Steve Blumenthal discusses his favorite market risk-on/risk-off indicator: the Ned Davis Research CMG U.S. Large Cap Long/Flat Index . The Index measures market breadth,” which, generally speaking, is a measure of market activity, such as how many stocks are advancing higher in price and how many are declining, how many are making new highs and new lows, is the trading volume advancing or decreasing in size and is price momentum strong or weak by looking at the number of stocks that are in uptrends and downtrends. The NDR/CMG process measures market breadth by analyzing the overall technical strength across 22 individually measured sub-industry sectors. The process measures the trend of each of the sub-industry sectors, evaluating the rate of change in price momentum over short-term and long-term time frames and directional trend of each sub-industry sector. Click below to find out what this important indicator is telling us about current market breadth and whether we should be risk-on or risk-off. READ MORE Categories: Equities , Fixed Income , Portfolio Construction , Tactical Investment Strategies NASDAQ’s Jill Malandrino Interviews Steve Blumenthal Posted on 06.19.18 | Last week, NASDAQ’s Global Market Reporter, Jill Malandrino, interviewed Steve Blumenthal at the Philadelphia Stock Exchange. Steve discussed the Fed’s recent interest rate hike and its plans for additional increases this year. Steve urged caution, noting that 10 of the last 13 interest rate increase cycles have landed the US in recession. Click below for the full interview and potential moves investors can make to protect and preserve. Source: NASDAQ Categories: Equities , Fixed Income , Market Snapshot , Monetary Policy , Tactical Investment Strategies Tags: Federal Reserve , Interest Rates , recession , The Fed Recession Watch Indicators Posted on 05.29.18 | Recently, we offered current U.S. recession watch charts , including the Employment Trends Index, the Economy and the S&P 500 Index, and Inverted Yield Curve. It’s critically important to remain vigilant and to check these indicators regularly because the next great buying opportunity could be right around the corner. The current recessions charts indicate… READ MORE Categories: Equities , Fixed Income , Global Economy , Market Snapshot , Tactical Investment Strategies The Debt Bubble and Interest Rate Trigger Posted on 05.14.18 | Our equity market trend model signals remain moderately bullish and our bond market trend model signals remain bearish. With that caveat, we’re speeding down the road with limited visibility to the problem that exists just around the next turn. The mother of all bubbles exists and it is in the debt markets. It is global in scale and there is no easy way around the problem. Like bubbles past, this too will pop. The trigger? Rising interest rates. The debt situation in the U.S. is bad. As of December 31, 2017, it stands at 329% debt-to-GDP. It’s worse in the Eurozone, which is currently at 446% debt-to-GDP. For perspective, credible studies show countries get into trouble when debt-to-GDP exceeds 90%. But what does this really mean for the economy and for you? READ MORE Categories: Global Economy , Market Snapshot , Tactical Investment Strategies Equity Market Valuations and Probable Forward Returns Posted on 02.20.18 | At which point do rising interest rates spark the fire? Rates are key to the equation of risk. In Friday’s On My Radar, Steve surveys what the current equity market valuations tell us about risk… and likely forward returns. Should you be playing more offense than defense or more defense than offense? Valuations can help. READ MORE Categories: Equities , Fixed Income , Market Snapshot , Monetary Policy , Tactical Investment Strategies Tags: Equities , On My Radar , Steve Blumenthal , valuations Blumenthal’s 2018 Market Outlook Posted on 12.18.17 | In Friday’s On My Radar , Steve provides his much-anticipated market outlook for 2018. Steve says, The weight of market trend evidence remains bullish. I remain focused on both market momentum and trend evidence. Despite the aged, overvalued and over-bullish environment, as evidenced in Trade Signals each week, I remain moderately bullish on both equities and fixed income.” READ MORE Categories: Equities , Fixed Income , Global Economy , Market Snapshot , Tactical Investment Strategies Blumenthal Interviewed by Nasdaq Posted on 12.18.17 | On Friday, December 15, CMG Founder and CIO Steve Blumenthal was interviewed by Nasdaq global markets reporter Jill Maladrino. Jill asked Steve about the current state of the market, his 2018 outlook and his recent On My Radar piece calledStart Small, Grow Tall .” Click below to watch the short interview. Categories: Equities , Fixed Income , Global Economy , Market Snapshot Bob Rubin Interviews David Swensen Posted on 11.20.17 | In Friday’s On My Radar , Steve links to a great interview of David Swensen, Yale’s CIO, by former Goldman co-chairman and former Treasury Secretary, Robert Rubin. Take a few minutes and watch the interview. It’s worth it. Add Swensen to the list of famed investors predicting low single-digit forward returns. He shares some sage advice on portfolio management and diversification. Click the photo for the full interview. Categories: Portfolio Construction Tags: Diversification , Practice Management , Risk , Risk management , Tactical Investing Next Page » Submit Top Posts Building A Hunker Down ETF Portfolio - Blumenthal at Barron’s Blumenthal in WSJ on Valuations And Forward Returns CMG Adopts GIPS Standards Verified By Ashland Partners CMG’s Total Portfolio Solution Whitepaper Free Download Charting The New Bull Market in Gold - Blumenthal in Forbes Categories CMG News Conferences Equities Fixed Income Global Economy Market Snapshot Marketing Monetary Policy Portfolio Construction Practice Management Tactical Investment Strategies top posts Archives Archives Select Month August 2018 July 2018 June 2018 May 2018 February 2018 December 2017 November 2017 October 2017 September 2017 August 2017 July 2017 June 2017 May 2017 April 2017 March 2017 February 2017 January 2017 December 2016 November 2016 October 2016 September 2016 August 2016 July 2016 June 2016 May 2016 April 2016 March 2016 February 2016 January 2016 December 2015 November 2015 October 2015 September 2015 August 2015 July 2015 June 2015 May 2015 April 2015 March 2015 February 2015 January 2015 December 2014 November 2014 October 2014 September 2014 August 2014 July 2014 June 2014 May 2014 April 2014 March 2014 February 2014 January 2014 Browse the blog A-Z CMG CAPITAL MANAGEMENT GROUP, INC. • 1000 Continental Drive, Suite 570 • King of Prussia, PA 19406 • P: 610.989.9090 • E: advisors@cmgwealth.com ©2018 Capital Management Group, Inc, All Rights Reserved IMPORTANT DISCLOSURE INFORMATION Please remember that past performance may not be indicative of future results. 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