0
Skip to Content
What We Do
Team
Insights
Contact
On My Radar
CMG Private Wealth Group
Login Account
Client Login
What We Do
Team
Insights
Contact
On My Radar
CMG Private Wealth Group
Login Account
Client Login
What We Do
Team
Insights
Contact
On My Radar
Login Account
Client Login
On My Radar: Michael Burry Warning
Steve Blumenthal 3/13/26 Steve Blumenthal 3/13/26

On My Radar: Michael Burry Warning

Read More
On My Radar: Oil, War, and the Stagflation Question
Steve Blumenthal 3/6/26 Steve Blumenthal 3/6/26

On My Radar: Oil, War, and the Stagflation Question

Read More
On My Radar: The Dollar: “Secretariat by 31 Lengths”
Steve Blumenthal 2/27/26 Steve Blumenthal 2/27/26

On My Radar: The Dollar: “Secretariat by 31 Lengths”

Read More
On My Radar: Big Cycle Stage 6
Steve Blumenthal 2/20/26 Steve Blumenthal 2/20/26

On My Radar: Big Cycle Stage 6

Read More
On My Radar: The Canary in the Coal Mine is Japan
Steve Blumenthal 2/13/26 Steve Blumenthal 2/13/26

On My Radar: The Canary in the Coal Mine is Japan

Read More
On My Radar: The SaaS-ageddon Attack
Steve Blumenthal 2/6/26 Steve Blumenthal 2/6/26

On My Radar: The SaaS-ageddon Attack

Read More
On My Radar: Japan, the Yen, and the Carry Trade — What’s Really Happening
Steve Blumenthal 1/30/26 Steve Blumenthal 1/30/26

On My Radar: Japan, the Yen, and the Carry Trade — What’s Really Happening

Read More
On My Radar: The Tumult and the Shouting
Steve Blumenthal 1/23/26 Steve Blumenthal 1/23/26

On My Radar: The Tumult and the Shouting

Read More
On My Radar: Might vs. Right
Steve Blumenthal 1/16/26 Steve Blumenthal 1/16/26

On My Radar: Might vs. Right

Read More
On My Radar: Why QE Is Likely Coming Back
Steve Blumenthal 1/9/26 Steve Blumenthal 1/9/26

On My Radar: Why QE Is Likely Coming Back

Read More
On My Radar: Happy New Year - Recession Timing Update
Steve Blumenthal 1/2/26 Steve Blumenthal 1/2/26

On My Radar: Happy New Year - Recession Timing Update

Read More
On My Radar: Global Macro Game Theory
Steve Blumenthal 12/26/25 Steve Blumenthal 12/26/25

On My Radar: Global Macro Game Theory

Read More
On My Radar: Year-End Market Summary and Outlook
Steve Blumenthal 12/19/25 Steve Blumenthal 12/19/25

On My Radar: Year-End Market Summary and Outlook

Read More
On My Radar: Fiscal Dominance and the Not QE Question
Steve Blumenthal 12/12/25 Steve Blumenthal 12/12/25

On My Radar: Fiscal Dominance and the Not QE Question

Read More
On My Radar: Bubble, Bubble, Avoid the Trouble
Steve Blumenthal 12/5/25 Steve Blumenthal 12/5/25

On My Radar: Bubble, Bubble, Avoid the Trouble

Read More
On My Radar: Being Right or Making Money
Steve Blumenthal 11/21/25 Steve Blumenthal 11/21/25

On My Radar: Being Right or Making Money

Read More
On My Radar: AI, Seven Stocks, and Private Credit
Steve Blumenthal 11/14/25 Steve Blumenthal 11/14/25

On My Radar: AI, Seven Stocks, and Private Credit

Read More
On My Radar: Valuations, Inflation, Stagflation, and Finding Value
Steve Blumenthal 11/7/25 Steve Blumenthal 11/7/25

On My Radar: Valuations, Inflation, Stagflation, and Finding Value

Read More
On My Radar: A Tactical Timeout - Two Empires at Critical Inflection Points
Steve Blumenthal 10/31/25 Steve Blumenthal 10/31/25

On My Radar: A Tactical Timeout - Two Empires at Critical Inflection Points

Read More
On My Radar: Cockroaches, Sanctions, and the Debt Cycle’s Final Act
Steve Blumenthal 10/24/25 Steve Blumenthal 10/24/25

On My Radar: Cockroaches, Sanctions, and the Debt Cycle’s Final Act

Read More
Older Posts
Access the On My Radar Archives

Home

What We Do

Terms of Use

Contact us

Team

Insights

Form CRS / Disclosures

Financial Professionals

Privacy Policy

Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

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.

Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.