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What We Do
Team
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Contact
On My Radar
CMG Private Wealth Group
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Client Login
What We Do
Team
Insights
Contact
On My Radar
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On My Radar: Quick Thoughts
Steve Blumenthal 7/31/26 Steve Blumenthal 7/31/26

On My Radar: Quick Thoughts

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On My Radar: The Yen Carry Trade, Margin Debt, Oil and Inflation
Steve Blumenthal 7/24/26 Steve Blumenthal 7/24/26

On My Radar: The Yen Carry Trade, Margin Debt, Oil and Inflation

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On My Radar: The Match, the Fuse, and 4.50%
Steve Blumenthal 7/17/26 Steve Blumenthal 7/17/26

On My Radar: The Match, the Fuse, and 4.50%

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On My Radar: 1999?
Steve Blumenthal 7/10/26 Steve Blumenthal 7/10/26

On My Radar: 1999?

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On My Radar: Rising Tide
Steve Blumenthal 7/3/26 Steve Blumenthal 7/3/26

On My Radar: Rising Tide

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On My Radar: Zulauf - Gundlach
Steve Blumenthal 6/26/26 Steve Blumenthal 6/26/26

On My Radar: Zulauf - Gundlach

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On My Radar: Bravo Kevin Warsh
Steve Blumenthal 6/19/26 Steve Blumenthal 6/19/26

On My Radar: Bravo Kevin Warsh

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On My Radar: Look Up
Steve Blumenthal 6/12/26 Steve Blumenthal 6/12/26

On My Radar: Look Up

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On My Radar: Oh, The Price of Wonder
Steve Blumenthal 6/5/26 Steve Blumenthal 6/5/26

On My Radar: Oh, The Price of Wonder

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On My Radar: Charan vs. Malmgren — Two Maps, One World
Steve Blumenthal 5/29/26 Steve Blumenthal 5/29/26

On My Radar: Charan vs. Malmgren — Two Maps, One World

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On My Radar: Cycles, Concentration, and Consequences
Steve Blumenthal 5/22/26 Steve Blumenthal 5/22/26

On My Radar: Cycles, Concentration, and Consequences

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On My Radar: U.S. vs. China - Energy, Control, and the Global Order
Steve Blumenthal 5/15/26 Steve Blumenthal 5/15/26

On My Radar: U.S. vs. China - Energy, Control, and the Global Order

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On My Radar: A Bond Bear, A Value Hunter, and A Portfolio Architect (SIC 2026)
Steve Blumenthal 5/8/26 Steve Blumenthal 5/8/26

On My Radar: A Bond Bear, A Value Hunter, and A Portfolio Architect (SIC 2026)

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On My Radar: The Invisible Energy Tax
Steve Blumenthal 5/1/26 Steve Blumenthal 5/1/26

On My Radar: The Invisible Energy Tax

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On My Radar: I Hear The Train A-Coming
Steve Blumenthal 4/24/26 Steve Blumenthal 4/24/26

On My Radar: I Hear The Train A-Coming

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On My Radar: Oil, Food, and Fertilizer
Steve Blumenthal 4/17/26 Steve Blumenthal 4/17/26

On My Radar: Oil, Food, and Fertilizer

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On My Radar: Technical Market Tools
Steve Blumenthal 4/10/26 Steve Blumenthal 4/10/26

On My Radar: Technical Market Tools

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On My Radar: Mutually Assured Economic Destruction?
Steve Blumenthal 4/3/26 Steve Blumenthal 4/3/26

On My Radar: Mutually Assured Economic Destruction?

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On My Radar: Thoughts on Private Credit
Steve Blumenthal 3/27/26 Steve Blumenthal 3/27/26

On My Radar: Thoughts on Private Credit

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On My Radar: The Strait of Hormuz
Steve Blumenthal 3/20/26 Steve Blumenthal 3/20/26

On My Radar: The Strait of Hormuz

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