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O. Young Kwon
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O. Young Kwon, NYU Ph.D. in Economics had worked in securities industry for ten years as a Registered Investment Adviser. He taught Macroeconomics and Statistics. Prior to his academic career, he was an Economist/Bank Supervisor at the Bank of Korea (the Fed's counterpart). In 2009 he set up the... More
  • TANER Momentum (DTM) (Apr. 1 2015 Wednesday) (Ii)

    The TANER ETF Model (TEM), The TANER Stock Model (NYSE:TSM), The TANER Rotation Model (TRM), and The TANER Vanguard Model (TVM]) The TANER Charles Schwab Model (NYSEARCA:TWM), were introduced in my article. Link:seekingalpha.com/article/817551-the-red-...

    The Daily TANER Momentum (DTM) (Apr. 1 2015 Wednesday)

    TANER Momentum ™ List on Apr. 1 2015 Wednesday based upon Closing Prices on Mar. 31 2015 Tuesday

    The TANER ETF Model (TEM) (Apr. 1 2015 Wednesday)

    ETF:T1 (PGF QQQ) A1 (PZA BND) E1 (SPY DIA) R1 (TIP VPU)

    ETF T2 (PGF PZA) A2 (VXF QQQ) E2 (PFM VPU) R2 (VAW VDE).

    ETF T3 (PGF VTI) A3 (VXF QQQ) E3 (XLF PFM) R3 (BND TIP).

    SUMMARY OF THE TEM

    E.TM. 1-2-3 (PGF QQQ) E.TM. 1-2 (PZA VPU) E.TM. 1-3 (BND TIP) E.TM. 2-3 (VXF PFM) E.TV 1 (SPY DIA) E.TM.2 (VAW VDE) E.TM.3 (VTI XLF)

    The Vanguard ETF Model (TVM) Mar. 30 2015 Monday)

    VANGUARD T1 (BSV BNDX) A1 VIB (VTWO BIV) E1 (VTV VIG) R1 (BND VCIT)

    VANGUARD T2 (BNDX BSV) A2 (VUG VOO) E2 (VTV VCIT) R2 (VXUS VSS).

    VANGUARD T3 (BSV BNDX) A3 (VXF VTWO) E3 (VTV VIG) R2 (VEA VSS).

    SUMMARY OF THE TVM

    VANGUARD 1-2-3 (VSV BNDX VTV) VANGUARD 1-2 (NASDAQ:VCIT) VANGUARD1-3 (VTWO VIG) VANGUARD 2-3 (NYSEARCA:VSS) VANGUARD 1 (BIV BND) VVANGUARD 2 (VUG VOO VXUS) VANGUARD 3 (VXF VEA)

    The Schwab ETF Model (Mar. 30, Monday)

    SCHWAD:T1 (SPL SCHX) A1 (SCHA SCHR E1 (SCHD SCHB) R1 (SCHO SCHC)

    SCHWAD:T2 (RYF FNDX) A2 (SCHM SCHX) E2 (SCHO SCHE) R2 (SCHB CVY)

    SCHWAD:T3 (SPLV SCHX) A3 (SCHM RYF) E3 (SCHD FNDF) R3 (SCHC RYE)

    SUMMARY OF THE TEM

    SCHWAB 1-2-3 (NYSEARCA:SCHX) SCHWAB 1-2 (SCHO SCHB) SCHWAB 1-3 (SPLV SCHD SCHC) SCHWAB 2-3 (NYSEARCA:SCHM) RYE) SCHWAB 1 (SCHA SCHR) SCHWAB 2 (FNDX SCHE CVY) SCHWAB 3 (FNDF RYE)

    The TANER Rotation Model (TRM) (Apr. 1 2015 Wednesday)

    ROTATION:T1 (MBB PSK) A1 (XBI EDV) E1 (MTK GDX) R1 (LQD ITM)

    ROTATION T2 (PSK MBB) A2 (XBI MTK) E2 (LQD EDV) R2 (KBE REM).

    ROTATION T3 (MBB XRT) A3 (XBI XHB) E3 (KIE KBE) R (ITM SLV).

    SUMMARY OF THE TRM

    R.TM.1-2-3 (MBB XBI) R.TM.1-2 (PSK MTK LQD EDV) R.TM.1-3 (NYSEARCA:ITM) R.TM.2-3 (NYSEARCA:KBE) R.TM.1 (NYSEARCA:GDX) R.TM.2 (NYSEARCA:REM) R.TM.3 (XRT XHB KIE SLV)

    The TANER Stock Model (Mar 23, Monday)

    STOCK T1 (JWNAMZN) A2 (CME MA) E1 (YUM PH)R1 (KSU CAT)

    STOCK T2 (JWN ESRX) A2 (CME MA) E2 (FDX BIDU) R2 (KSU CAT).

    STOCK T3 (JWN CME) A3 (NVR BA) E3 (FDX BIDU) R3 (YUM JNJ).

    SUMMARY OF THE TSM

    S.TM.1-2-3 (JWN CME) S.TM.1-2 (MA KSU CAT) S.TM.1-3 (NYSE:YUM) S.TM.2-3 (FDX BIDU) S.TM.1 (AMZN PH)) S.TM.2 (NASDAQ:ESRX) S.TM.3 (NVR BA JNJ )

    Note:

    T (Topping): Leading Leaders.(LDLD)

    A (Advancing): Lagging Leaders (LGLD)

    E (Emerging): Leading Laggards (LDLG)

    R (Reversing): Lagging Laggards.(LGLG)

    The numbers in parentheses (1-2-3) are one-month, two-month, and three-month terms.

    The overall markets (DJIA, S&P 500, or NASDAQ) have their cycles. Individual securities (ETFs or Stocks) have also their own cycles given the market cycles. In general, all securities in The TANER System (20 ETFs and 40 stocks) show their own cycles from R to E to A to T to R and so on, but majority securities (60% of ETFs and 80% of stocks are in N (Neutral, meaning residual). Therefore all securities do not show any pattern. When any of your holding has T or R momentum, you pay your particular attention.

    Introduction

    O. Young Kwon, NYU Ph.D. (Economics) had worked in securities industry for ten years as a Registered Investment Adviser. In 2009 he set up the TANER System in order to synthesize performances and relative strengths of 20 ETFs and 40 equities thoroughly. The System captures dynamics of momentum changes of individual securities on the daily basis. The System also builds successfully their momentum trends over time.

    How to Use TANER Momentum (NYSE:TM)

    Every marketday buys, sells, or exchanges (among mutual funds) can be made by TM. All trades except exchanges are posted on StockTalks to share these trades with you. For options players (for me options are excluded) call/put positions can be taken. My experience for three years propose following two Risk/Reward Tables: The Long-Term RR (LTRR) Table and The Short-Term RR (STRR) Table. . Please use this as a guide.

    LTRR (For Long-Term Investors)

    TANER

    RISK

    REWARD

    T (TOPPING)

    HIGHER

    LOWER

    A (ADVANCING)

    HIGH

    LOW

    n (neutral)

    average

    average

    E (EMERGING)

    LOW

    HIGH

    R (REVERSING)

    LOWER

    HIGHER

    Try Advancing (NYSE:A) and Emerging (NYSE:E) TM.

    STRR (For Near-Term Traders)

    TANER

    RISK

    REWARD

    T (TOPPING)

    HIGHER

    HIGHER

    A (ADVANCING)

    HIGH

    HIGH

    n (neutral)

    average

    average

    E (EMERGING)

    LOW

    LOW

    R (REVERSING)

    LOWER

    LOWER

    Try Advancing or Topping (NYSE:T) TM. When a very near term (i.e. daytrading), Topping TM.

    What for R (Reversing)? These TM are useful either for your exits of any holding or your bets in a stable upswing. Sometime R gives you a big gain.

    T (Topping) sometimes help you to take gains with the intraday 5%+ rule.

    Related Instablogs

    Go TANER: The Market Primer

    Autopilot Portfolio: TANER APP (NYSE:I)

    Income Portfolio: TANER APP (II)

    The Tiger Rule: TANER APP (NASDAQ:III)

    Daytrading: TANER APP (IV)

    The TMT (TANER Momentum Trend)

    Apr 01 2:31 PM | Link | Comment!
  • The Daily Market Information (DMI) (Apr. 1, 2015, Wednesday)

    ABOUT The DMI (Daily Market Information)

    Investing is a zero-sum game, meaning when one guy gains, the other guy must lose. In order to win, what must we do? The DMI might help you to have an edge over the other guys. There is too much market information on SA, TV, Newspapers, magazines, etc. The problem is there is too much info to absorb. That's why DMI is brief and well-selected.

    My focus is primarily on news about two areas: The Fed policy and Business Cycles. These are macro topics. DMI is a summary of what I listen to BBR, and read WSJ, Reuters, Bloomberg, AP, and Barons (weekend) from 5:a.m. to 7:00 a.m. everyday.

    With this information and the RED Spread (introduced in my article. Link: www.seekingalpha.com/article/817551) you can grasp the current market situation.

    The Daily Market Information (DMI) (Apr. 1, 2015, Wednesday)

    Bloomberg

    Iran Nuclear Talks Resume With Lavrov Saying Deal at Hand. http://www.bloomberg.com/news/articles/2015-03-31/iran-nuclear-negotiators-miss-deadline-push-on-into-wednesday

    Reuters

    Asian stocks sag, dollar falls vs yen as Nikkei recoils. http://www.reuters.com/article/2015/04/01/us-markets-global-idUSKBN0MS2Y220150401

    Oil prices slip under $55 as Iran talks extend beyond deadline. www.reuters.com/article/2015/04/01/us-ma...

    The Daily Market Information (DMI) (Mar. 31, 2015, Tuesday)

    Reuters

    Greece worries compound euro's record quarterly fall. www.reuters.com/article/2015/03/31/us-ma...

    Morningstar

    Economic Outlook: More Slow Growth but Labor Scarcity. http://news.morningstar.com/articlenet/article.aspx?id=690965

    Market Watch

    Oil could fall below $30 a barrel, but there's why that's a good thing. www.marketwatch.com/story/oil-could-fall...

    The Daily Market Information (DMI) (Mar. 30, 2015, Monday)

    Bloomberg

    Dow Average Advances Most in Eight Weeks Amid Corporate Mergers. www.bloomberg.com/news/articles/2015-03-...

    Greek Markets Show All At Risk Trigger a Default. www.bloomberg.com/news/articles/2015-03-...

    Reuters

    European, Asian shares rise, helped by Chinese stimulus. www.reuters.com/article/2015/03/30/us-ma...

    The Daily Market Information (DMI) (Mar. 29, 2015, Sunday)

    Bloomberg

    Greece's Tsipras to Meet Ministers as Creditors Ponder Overhauls. http://www.bloomberg.com/news/articles/2015-03-29/greece-s-tsipras-to-meet-ministers-as-creditors-ponder-overhauls

    Reuters

    U.S. jobs to add heat to Fed lift-off debates. www.reuters.com/article/2015/03/29/us-gl...

    The Daily Market Information (DMI) (Mar. 28, 2015, Saturday)

    Market Watch

    Investors flee U.S. stocks at rate last seen in 2009 www.marketwatch.com/story/investors-flee...

    Morningstar

    Moaty Oil Stocks Worth a Second Look. www.morningstar.com/cover/videocenter.as...

    Reality Check: The Nest Boom Is Not Upon Us. news.morningstar.com/articlenet/article....

    Apr 01 5:43 AM | Link | Comment!
  • John Bogle On Index Investing

    The following article was posted on November 7, 2014. It was not published on SA because there were somehow some resistance because the portfolio is not only with mutual funds (not with stocks, bonds, and ETFs) but with the traditional (not "smart") index funds.

    How A Portfolio with Dual Controls Made Its Joyful Journey Over The 2014 Mid-October Market Rout, Halloween Surge, and The Election Rally. http://seekingalpha.com/instablog/791632-o-young-kwon/3441995-how-a-portfolio-with-dual-controls-made-its-joyful-journey-over-the-2014-mid-october-market-rout-halloween-surge-and-the-election-rally

    The main focus of this article is an investment strategy with a (passive)Vanguard-Index Portfolio since October.

    One of the fans of this article must be John C. Bogle who is "founder of index-fund giant Vanguard Group and an outspoken advocate for index investing…Fight the urge, Mr. Bogle advises. 'ETFs are fine, so long as you don't trade them,' he says. "But you'll be tempted, usually at a bad time. They're dangerous to your wealth." (By Jonathan Burton of MarketWatch, Wall Street Journal, Nov. 4, 2014, Pp. R1-2)

    Mr.Bogle had two interviews with MorningStar. If you are a long-term investor, or an index investor in particular, it is worth viewing the following his interviews. You can get his advices on index investing.

    Bogle: Latest Investor Trends Are Just That - Trends. www.morningstar.com/cover/videocenter.as...

    Bogle: Little Wiggle Room for Investment Returns. http://www.morningstar.com/Cover/videoCenter.aspx?id=670426

    Nov 22 11:15 AM | Link | 1 Comment
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