CMG AdvisorCentral

Tactical investing news, views and resources for financial advisors

Archives for May 2015

High Yield Webinar

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Steve Blumenthal, CEO, CMG Capital Management Group, counsels strategic patience in investingWednesday May 20 CMG Capital Management Group CEO Steve Blumenthal joins Head of Distribution Mike Sciortino for a timely video Webinar on high yield bonds. You can sign up here: CMG Managed High Yield Bond Program Webinar.

The Webinar is an interactive follow-up to Steve’s Forbes piece titled, Junk Bonds Are The Investment Opportunity Of A Lifetime, Just Not Yet.

Steve is going to present ideas about how to position high yield in your portfolio to participate in further gains and risk protect in a way that puts you in the favorable position to take advantage of a coming once in a lifetime buying opportunity.

Any high yield questions you would like Steve to address during the Webinar? Email advisors@cmgwealth.com

Don’t Fight The Fed Chart

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Charts to Follow
by Steve Blumenthal, CEO, CMG Capital Management Group

CMG Capital Management Group logoOne of the charts I like to follow is Don’t Fight the Tape or the Fed.  The chart’s bottom clip plots the Simplified Tape and Monetary Indicators. These indicators are a combination of NDR’s Big Mo Multi-Cap Tape Composite and the 10-Year Treasury Yield percentage.  As evidenced by the S&P 500 gain per annum based on composite indicator levels, this indicator supports the notion that we should not fight the Tape or the Fed. I will continue to post this chart from time to time in Trade Signals.  Note the recent move to a -1 score.  The orange arrows indicate gain per annum in two different time periods when -1.  We do not trade a strategy following this process.  I like to keep an eye on this chart yet my personal favorite trend indicator remains Big Mo.

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The 5 Secrets To A Winning Team

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Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG Capital Management Group

Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG

Eight is enough if you play as one! What’s the story behind this message?

Last week, I attended the Envestnet conference in Chicago. On Friday, the keynote speaker was Mike Krzyzewski, head basketball coach of the 2015 National Champion Duke Blue Devils and Team USA. To say I had high expectations for his speech is an understatement. He exceeded my expectations by delivering an energized, story filled presentation.

Today, I would like to share some of the main takeaways from his talk that I know will prove useful to you as you pursue your goals for your business, team, and family.

Coach K, as he is known by everyone, has coached at Duke since 1980. He has led them to an amazing 5 National Championships and 12 Final Fours. Averaging over 25 wins a year, he has led his teams to over 1,000 wins. In addition, as head coach, he lead Team USA to 2 gold medals and was an assistant on 2 other gold medal winning teams.

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Trade Signals: Bond Model Signals Sell

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By Stephen Blumenthal, CEO, CMG Capital Management Group

CMG Capital Management Group Investor Sentiment MeterThe 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 essentially flat.

Risk remains high due to valuations, seasonality and the duration of the current cyclical bull market move, yet evidence continues to support a cautiously bullish position, in my view.

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When Achievers Face Failure, Here’s 4 Things They Do

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Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG Capital Management Group

Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG

Theodore Roosevelt once commented,” Far better it is to dare mighty things, to win glorious triumphs, even though checkered by failure than to take rank with those poor spirits who neither enjoy much nor suffer much. Because they live in that gray twilight that knows not victory nor defeat.”

Let’s face it, we all make mistakes and fail from time to time. The question is, “Is it possible to view failure from a glass half full (positive) perspective?” I would answer with a resounding “Yes” if you chose to look at a failure as a step toward success. Many times it is by our trials that we progress.

Behind most success stories there lie many incidents of failure. Most people don’t see all the failures. They only see one side of the process. Many believe success is just a matter of being in the right place at the right time. Those who consistently succeed know better. It’s through these failures and their willingness to move forward that their success is born. Winston Churchill used to say, ” The ability to be successful is the ability to go from failure to failure without giving up.”

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Rodney Dangerfield Expansion

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By Stephen Blumenthal, CEO, CMG Capital Management Group.

Rodney DangerfieldIn the current On My Radar I share my top-line notes from the 12th Annual Strategic Investment Conference, presented by John Mauldin and Altegris last week. Maybe one of the speakers, David Rosenberg is right. His presentation was titled “The Rodney Dangerfield Expansion – the economy just can’t get any respect.”  There were various views, but what is clear is that traditional return potential is low.

For a quant geek like me, these few days are like sipping research data from a fire hose.  Hope you find my notes from day one helpful in your work with your clients.

For the full story see On My Radar: “The Rodney Dangerfield Expansion.”

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