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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) (June 3, 2015 Wednesday) (I)

    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) (June 3, 2015 Wednesday)

    TANER Momentum ™ List on June 3, 2015 Wednesday, based upon Closing Prices on June 2, 2015 Tuesday

    The ETF Model (NYSE:ETM) June 3, 2015 Wednesday)

    ETF T1 (SPY DIA) A1 (XLF VAW) E1 (VWO PZA) R1 (PHB TIP)

    ETF T2 (MDY VXF) A2 (VAW XLF) E2 (PHB PGF) R2 (VDE BWX).

    ETF T3 (QQQ DIA) A3 (VXF XLF) E3 (PHB PGF) R3 (VDE BWX).

    SUMMARY OF THE TVM

    ETF 1-2-3 (NYSEARCA:VXF) ETF1-2 (VAW PHB) ETF1-3 (NYSEARCA:DIA) ETF2-3 (XLF PGF VDE BWX) ETF1 (SPY VWO PZA TIP) ETF2 (NYSEARCA:MDY) ETF3 (NASDAQ:QQQ)

    The Vanguard ETF Model (TVM) June 1, 2015 Monday)

    VANGUARD T1 (VOO VTV) A1 (VB VTWO) E1 (BNDX VXUS) R1 (BSV BIV)

    VANGUARD T2 (VTV VOO) A2 (VSS VXUS) E2 (VTWO BNDX) R2 (VWO VDE).

    VANGUARD T3 (VTV VTI) A3 (VB VTWO) E3 (BNDX VCIT) R2 (VSS VGK).

    SUMMARY OF THE TVM

    VANGUARD 1-2-3 (VTV VTWO BNDX) VANGUARD1-2 (VOO VXUS) VANGUARD1-3 (NYSEARCA:VB) VANGUARD2-3 (NYSEARCA:VSS) VANGUARD 1 (BSV BIV) VANGUARD 2 (VWO VDE) VANGUARD 3 (VTI VCIT VGK)

    The Schwab ETF Model (June 1 2015 Monday)

    SCHWAD:T1 (FNDX RSP) A1 (SCHA SCHO) E1 (SPLV SCHF) R1 (SCHZ SCHR)

    SCHWAD:T2 (SCHM RSP) A2 (SCHB SCHC) E2 (SCHO SPLV) R2 (SCHF FNDF)

    SCHWAD:T3 (SCHX FNDX) A3 (SCHA SCHO) E3 (SPLV CVY) R3 (SCHR SCHC)

    SUMMARY OF THE TEM

    SCHWAB 1-2-3 (SCHO SPLV ) SCHWAB 1-2 (RSP SCHF) SCHWAB 1-3 (FNDX SCHA SCHR) SCHWAB 2-3 (NYSEARCA:SCHC) SCHWAB 1 (NYSEARCA:SCHZ) SCHWAB 2 (SCHM SCHB FNDF ) SCHWAB 3 (SCHX CVY)

    The TANER Rotation Model (TRM) (June 1 2015 Monday)

    ROTATION:T1 (KIE KCE) A1 (XBI XHB) E1 (PXK ITM) R1 (SLV REM)

    ROTATION T2 (XSD IYM) A2 (MTK KCE) E2 (XHB EDV) R2 (XOP XME).

    ROTATION T3 (IYH XSD) A3 (XBI XRT) E3 (PSK GDX) R (EDV LQD).

    SUMMARY OF THE TRM

    R.TM.1-2 (KCE XHB) R.TM.1-3 (XBI PSK) R.TM.2-3 (IYH XSD EDV) R.TM.1 (KIE ITM SLV REM) R.TM.2 (MTK XOP XME) R.TM.3 (XRT GDX ILQD)

    The TANER Stock Model (June 1 2015 Monday)

    STOCK T1 (NVR YUM) A2 (HD CME) E1 (BA JWN) R1 (JNJ BEN)

    STOCK T2 (NVR ESRX) A2 (AMZN FDX) E2 (BA JWN) R2 (CAT SU).

    STOCK T3 (YUM AMZN) A3 (ESRX FDX) E3 (BA JWN) R3 (CAT SU).

    SUMMARY OF THE TSM

    S.TM.1-2-3 (BA JWN) S.TM.1-2 (NYSE:NVR) S.TM.1-3 (NYSE:YUM) S.TM 2-3 (AMZN ESRX FDX CAT SU) S.TM.1 (HD CME JNJ BEN)

    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)

    Jun 03 6:31 AM | Link | Comment!
  • The Daily Market Information (DMI) (June 2 2015, Tuesday)

    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) (June 2 2015, Tuesday)

    Bloomberg

    Don't Let the European Rally Fool You. www.bloomberg.com/news/articles/2015-06-...

    Reuters

    Greece said to offer pension reform as debt talks near crunch. www.reuters.com/article/2015/06/02/us-eu...

    Wall Street edges up as data supports Fed rate view. www.reuters.com/article/2015/06/01/us-ma...

    Market Watch

    U.S. stocks turn higher in choppy trade. www.marketwatch.com/story/us-stock-futur...

    The Daily Market Information (DMI) (June 1 2015, Monday)

    Bloomberg

    Tsipras Warns Bell May Toll for Europe. http://www.bloomberg.com/news/articles/2015-05-31/greece-s-endgame-nears-as-tsipras-warns-bell-may-toll-for-europe

    Reuters

    China factories scrabble for growth in May, export demand shrinks. http://www.reuters.com/article/2015/06/01/us-china-economy-pmi-idUSKBN0OH15820150601

    Market Watch

    June gloom looms for the stock market. Market Watch www.marketwatch.com/story/june-gloom-loo...

    The Daily Market Information (DMI) (May 31 2015, Sunday)

    Morningstar

    The 'Single Best' Way to Kick-Start Retirement Savings. http://news.morningstar.com/articlenet/article.aspx?id=699539

    The Daily Market Information (DMI) (May 30 2015, Saturday)

    Morningstar

    GDP Will Bounce Back. news.morningstar.com/articlenet/article....

    Market Watch

    Advice for investors who've never seen a Fed rate hike. http://www.marketwatch.com/story/twitter-has-adviceforyoungtraders-whove-never-seen-a-fed-rate-hike-2015-05-29

    Bloomberg

    Bond Market's Fading Inflation View Seen Undercutting Job Gains. www.bloomberg.com/news/articles/2015-05-...

    The Daily Market Information (DMI) (May 29 2015, Friday)

    Bloomberg

    Greece Thinks It Can Hold Out for Another Week Without a Deal/. http://www.bloomberg.com/news/articles/2015-05-29/greece-vows-to-hold-out-another-week-as-eu-aims-to-wind-up-talks

    Reuters

    Stocks, bond yields fall on Greece, U.S. data. www.reuters.com/article/2015/05/29/us-ma...

    The Daily Market Information (DMI) (May 28 2015, Thursday)

    Bloomberg

    Greece Standoff Takes Over G-7. www.bloomberg.com/news/articles/2015-05-...

    Reuters

    Dollar momentum wane, China shares take heavy tumble. www.reuters.com/article/2015/05/28/us-ma...

    Jun 02 5:52 AM | Link | Comment!
  • TANER Momentum (DTM) (May 26, 2015 Tuesday) (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) (May 26, 2015 Tuesday)

    TANER Momentum ™ List on May 26, 2015 Tuesday, based upon Closing Prices on May 22, 2015 Friday

    The ETF Model (NYSE:ETM) May 26, 2015 Tuesday)

    ETF T1 (MDY VTI) A1 (XLF VAW) E1 (VWO VNQ) R1 ( VPU TIP)

    ETF T2 (MDY VTI) A2 ( XLF VAW) E2 (VNQ PZA) R2 (VWO VDE).

    ETF T3 (SPY DIA) A3 (VHT VXF) E3 (PHB PZA) R3 (VNQ VDE).

    SUMMARY OF THE TVM

    ETF 1-2-3 (NYSEARCA:VWO) ETF1-2 (MDY VTI XLF VAW VNQ) ETF2-3 (PZA VDE) ETF (VPU TIP) ETF3 (SPY DIA VHT VXF PHB)

    The Vanguard ETF Model (TVM) May 18 2015 Monday)

    VANGUARD T1 (VTV VTI) A1 (VIG VSS) E1 (VXF VTWO) R1 (VGK VDE)

    VANGUARD T2 (VOO VTV) A2 (VWO VSS) E2 (VIG VFH) R2 (VGK VDE).

    VANGUARD T3 (VOO VTV) A3 (VEA VSS) E3 (VIG BNDX) R2 (VTWO VGK).

    SUMMARY OF THE TVM

    VANGUARD 1-2-3 (VTV VSS VIG VGK) VANGUARD1-2 (NYSEARCA:VDE) VANGUARD1-3 (NASDAQ:VTWO) VANGUARD 2-3 (NYSEARCA:VOO) VANGUARD 1 (VTI VXF) VANGUARD 2 (VWO VFH) VANGUARD 3 (VEA BNDX)

    The Schwab ETF Model (May 18 2015 Monday)

    SCHWAD:T1 (SCHX RSP) A1 (SCHC SCHF) E1 (SPLV SCHZ) R1 (FNDF SCHB)

    SCHWAD:T2 (SCHX RSP) A2 (SCHC SCHE) E2 (RYF SPLV) R2 (FNDF SCHO)

    SCHWAD:T3 (SCHX RSP) A3 (SCHC SCHF) E3 (SPLV CVY) R3 (FNDF SCHR)

    SUMMARY OF THE TEM

    SCHWAB 1-2-3 (SCHX RSP SCHC SPLV FNDE) SCHWAB 1-3 (NYSEARCA:SCHF) SCHWAB 1 (SCHZ SCHB) SCHWAB 2 (SCHE RYF SCHO) SCHWAB 3 (CVY SCHR)

    The TANER Rotation Model (TRM) (May 18 2015 Monday)

    ROTATION:T1 (KBE KIE) A1 (IYH MTK) E1 (PSK EDV) R1 (SLV XME)

    ROTATION T2 (KBE IYH) A2 (XBI XRT) E2 (EDV GDX) R2 (XOP XME).

    ROTATION T3 (KBE KIE) A3 (XBI IYH) E3 (XHB SHY) R (EDV REM).

    SUMMARY OF THE TRM

    R.TM.1-2-3 (KBE IYH EDV) R.TM.1-2 (NYSEARCA:XME) R.TM.1-3 (NYSEARCA:KIE) R.TM.2-3 (NYSEARCA:XBI) R.TM.1 (MTK PSK SLV) R.TM.2 (XRT GDX XOP) R.TM.3 (XHB SHY REM)

    The TANER Stock Model (May 26 2015 Tuesday)

    STOCK T1 (NVR ESRX) A2 (FDX CME) E1 (BA JWN) R1 (JNJ CAT)

    STOCK T2 (NVR ESRX) A2 (YUM PH) E2 (CME BA) R2 (CAT SU).

    STOCK T3 (NVR ESRX) A3 (YUM NKE) E3 (BA JWN) R3 (CAT SU).

    SUMMARY OF THE TSM

    S.TM.1-2-3 (NVR ESRX BA CAT) S.TM.1-2 (NASDAQ:CME) S.TM.1-3 (NYSE:JWN) S.TM 2-3 (YUM SU) S.TM.1 (FDX JNJ) S.TM.2 (NYSE:PH) S.TM.3 (NYSE:NKE)

    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)

    May 24 9:10 AM | Link | Comment!
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