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Blumenthal on Tactical Investing in IBD

Posted on 05.22.16 |

Investor's Business DailyCMG Capital Management Group CEO Steve Blumenthal was featured recently in the Investor’s Business Daily story Investing Tactically In A Shaky World Doesn’t Mean You Bet The Farm. Steve was asked a series of questions about the markets and investing.

IBD: What does tactical investing mean to you?

Blumenthal: We view tactical two ways:

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Categories: Tactical Investment Strategies Tags: Investor's Business Daily, Steve Blumenthal

Blumenthal’s Top 2016 ETF Picks For IBD

Posted on 12.16.15 |

Investor's Business Daily IBDCMG Capital Management Group CEO Steve Blumenthal picks 3 ETFs for 2016. Steve discusses NYSEARCA:IGV, NYSEARCA:OAPH, and NYSEARCA:DRR for the story 6 Best ETF Picks: Experts Favor U.S., Growth Stocks.

Says Steve:

“Central bank activity will remain the key theme for the markets in 2016. Higher U.S. interest rates vs. lower-to-negative rates in many parts of the world favor the dollar.

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Categories: Tactical Investment Strategies Tags: ETFs, Investor's Business Daily, NYSEARCA:DRR, NYSEARCA:IGV, NYSEARCA:OAPH, Steve Blumenthal, Stocks

Russia ETFs Crumbling Blumenthal Tells IBD

Posted on 12.19.14 |

Investor's Business DailyCMG Capital Management Group CEO Steve Blumenthal is quoted in the Investor’s Business Daily story Russia ETFs Reel From Crumbling Ruble, Rate Hikes. Excerpt fom the story:

“Raising rates is an attempt to attract foreign investors to buy Russian bonds at 17%,” thereby shoring up the ruble,” said Steve Blumenthal, CEO of CMG Capital Management.

Top-Heavy In Energy

The fortunes of Russia ETFs are closely tied to oil and gas; energy stocks make up 40% of RSX’s portfolio. The highly concentrated RSX’s top 10 holdings include Novatek, Lukoil (OTCPK:LUKOY) and Gazprom (OTCPK:OGZPY).

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Categories: CMG News, Portfolio Construction Tags: Bonds, ETF, Investor's Business Daily, Russia

Blumenthal in IBD: It’s A Game Changer

Posted on 11.07.14 |

Investor's Business Daily“It’s a game changer,” Steve Blumenthal, CEO of CMG Capital Management Group, told Investor’s Businsess Daily in the story Three Best Reasons To Invest In The Currency-Hedging ETFs.

Steve was referring to Friday’s news that the Bank of Japan is massively scaling up its bond-buying program. Both the nation’s central bank and its state pension fund also plan to buy domestic and foreign stocks. This injection of liquidity, Steve added, should inflate Japanese equity prices aggressively, similar to what multiple spells of quantitative easing did for U.S. stocks in the past six years or so. Excerpt from the story:

It’s a shot in the arm for Japan’s perennially listless economy. But the stimulus makes for a bearish outlook on the Japanese currency. For U.S. investors, a weakening yen could significantly erode returns on their investments in that nation.

Fortunately, there’s a simple way for people to get exposure to Japan but mitigate risk of the dollar’s potential rise against the yen: exchange traded funds. Several hedged ETFs let investors buy a rally in Japanese stocks without getting hit on currency moves.

“It’s double bang for the buck,” said Blumenthal, who invests in WisdomTree Japan Hedged Equity (ARCA:DXJ), up 6% so far in 2014.

Read to story in Investor’s Business Daily: Three Best Reasons To Invest In The Currency-Hedging ETFs

Categories: CMG News, Tactical Investment Strategies Tags: IBD, Investor's Business Daily, Steve Blumenthal

Short Yen Top ETF Pick for Blumenthal in 2014

Posted on 01.03.14 |

investors Investor's Business DailyStephen Blumenthal picked YCS (Pro Shares Ultra Short Yen) as the ETF that has the best prospect to outperform in 2014.  See the full story in Investor’s Business Daily: Best ETFs For 2014: 9 Picks From 9 Strategists.

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Categories: Monetary Policy, Tactical Investment Strategies Tags: CMG Capital Management Group, Investor's Business Daily, Steve Blumenthal, YCS

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