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O. Young Kwon's  Instablog

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
  • The Daily Market Information (DMI) (Oct. 19 2014, Sunday)

    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) (Oct. 19 2014, Sunday)

    Bloomberg

    ECB Says Too=Slow Governments a Threat to Europe Revival. www.bloomberg.com/news/2014-10-17/ecb-s-...

    Reuters

    Getting used to the 'new mediocre' www.reuters.com/article/2014/10/19/us-ec...

    Market Watch

    The income-inequality story, as told by Yellen's charts.

    The Daily Market Information (DMI) (Oct. 18 2014, Saturday)

    Morningstar

    Diagnosing the Market Mood's Swing. news.morningstar.com/articlenet/article....

    Bloomberg

    Homebuilders Buck Turmoil With Best Gain in Nine Months. http://www.bloomberg.com/news/2014-10-17/homebuilders-head-for-biggest-weekly-gain-in-nine-months.html

    Reuters

    IMF says Singapore's foreign worker curbs could hurt competiveness growth. http://www.reuters.com/article/2014/10/18/uk-singapore-imf-growth-idUSKCN0I701Z20141018

    Market Watch

    Market Watch

    Ellen says she' 'greatly' concerned by rising inequality. www.marketwatch.com/story/yellen-says-sh...

    The Daily Market Information (DMI) (Oct. 17 2014, Friday)

    CNBC

    Stocks leap on earnings; Dow up 200 points. finance.yahoo.com/news/stocks-leap-earni...

    Markets looking for another lifeline from the Fed. www.marketwatch.com/story/bullards-surpr...

    Market Watch

    Bullard's surprise suggestion of continuing QE lifts markets. www.marketwatch.com/story/bullards-surpr...

    Morningstar

    New Funds Generate More Excitement Than Results. news.morningstar.com/articlenet/article....

    BondFunds That Hedge Against Rising Rates. www.morningstar.com/cover/videocenter.as...

    Bloomberg

    Haldane Says Gloomier Data Favor BOE Keeping Rates Low. www.bloomberg.com/news/2014-10-17/haldan...

    Reuters

    Fed considers using bank stress tests for crisis prevention. www.reuters.com/article/2014/10/17/us-us...

    Oct 19 10:33 AM | Link | Comment!
  • The Daily TANER Momentum (DTM) (Oct. 20, Monday) (II)

    The TANER ETF Model (TEM), The TANER Stock Model (NYSE:TSM), The TANER Rotation Model (TRM), and The TANER Vanguard Model (TVM]), were introduced in my article. Link: www.seekingalpha.com/article/8175519

    The Daily TANER Momentum (DTM) (Oct. 20, Monday)

    TANER Momentum ™ List on Oct. 20, Monday based upon Closing Prices on Oct. 17, Friday

    The TANER ETF Model (TEM) (Oct. 20, Monday)

    ETF:T1 (PZA PGF) A1 (BND TIP) E1 (DIA VAW) R1 (PHB BWX)

    ETF T2 (PZA PGF) A2 (VPU BND) E2 (SPY VWO) R2 (DIA VTI).

    ETF T3 (PZA PGF) A3 (QQQ XLF) E3 (VWO MDY) R3 (DIA VTI).

    SUMMARY OF THE TEM

    E.TM. 1-2-3 (PZA PGF DIA) E.TM. 1-2 (NYSEARCA:BND) E.TM. 2-3 (VWO VTI) E.TM. 1 (TIP VAW PHB BWX) E.TM. 2 (VPU SPY) E.TM. 3 (QQQ XLF MDY)

    The Schwab ETF Model (TEM) (Oct. 20, Monday)

    SCHWAD:T1 (SCHZ SCHP) A1 (SPLV SCHD) E1 (SCHM FNDF) R1 (SCHE FNDA)

    SCHWAD:T1 (SCHZ SCHP) A1 (SCHD SCHX) E1 (SCHE CVY) R1 (SCHB SCHA)

    SUMMARY OF THE TEM

    SCHWAB 1-2 (FNDZ SCHP SCHD SCHA)

    The TANER Vanguard Model (TVM) (Oct. 13, Monday)

    VANGUARD T1 (BND BNDX) A1 (VCIT VIG) E1 (VB VDE) R1 (VTWO VXUS)

    VANGUARD T2 (BNDX BND) A2 (VOO VTI) E2 (VWO VSS) R2 (VB VTWO).

    VANGUARD T3 (BNDX BND) A3 (VOO VTI) E3 (VWO VSS) R2 (VIG VXF).

    SUMMARY OF THE TVM

    VANGUARD 1-2-3 (BNDX BND) VANGUARD 1-2 (VB VTWO) VANGUARD 1-3 (NYSEARCA:VIG) VANGUARD 2-3 (VOO VWO VSS) VANGUARD 1 (VCIT VDE VXUS) VANGUARD 2 (NYSEARCA:VXF)

    The TANER Rotation Model (TRM) (Oct. 13, Monday)

    ROTATION:T1 (SHY XES) A1 (ITM IPE) E1 (MTK KRE) R1 (GLO HYG)

    ROTATION T2 (SHY PCY) A2 (XPH XRT) E2 (IPE GLD) R2 (XSD XOP).

    ROTATION T3 (SHY XES) A3 (IWF IPE) E3 (XRT GLD) R (EEM IWM).

    SUMMARY OF THE TRM

    R.TM.1-2-3 (SHY GLD) R.TM.1-3 (XES IPE) R.TM.2-3 (NYSEARCA:XRT) R.TM.1 (ITM MTK KRE HYG) R.TM.2 (PCY XPH IPE XSD XOP) R.TM.3 (IWF EEM IWM)

    The TANER Stock Model (TSM) (Oct. 14, Tues day)

    STOCK T1 (JWN TMO) A2 (WMT PRGO) E1 (FLS SU) R1 (EDU NUS)

    STOCK T2 (CMG TMO) A2 (FLS WMT) E2 (BIDU AMZN) R2 (EDU DE).

    STOCK T3 (CMG TMO) A3 (FLD ESRX) E3 (FLS SU) R3 (EDU DE).

    SUMMARY OF THE TSM

    S.TM.1-2 -3(TMO EDU) S.TM.1-2 (NYSE:WMT) S.TM.1-3 (FLS SU) S.TM.2-3 (CMG HD DE) S.TM.1 (JWN PRGO NUS) S.TM.2 (BIDU AMZN) S.TM.3 (NASDAQ:ESRX)

    Link: www.seekingalpha.com/instablog/791632-o-young-kwon/1111541-the-taner-data. You can get the names of securities with the ticker symbol in The TEM, The TSM, The TRM, and The TVM...

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

    Oct 19 10:10 AM | Link | Comment!
  • The Daily TANER Momentum (DTM) (Oct. 13, Monday) (III)

    The TANER ETF Model (TEM), The TANER Stock Model (NYSE:TSM), The TANER Rotation Model (TRM), and The TANER Vanguard Model (TVM]), were introduced in my article. Link: www.seekingalpha.com/article/8175519

    The Daily TANER Momentum (DTM) (Oct. 13, Monday)

    TANER Momentum ™ List on Oct. 13, Monday based upon Closing Prices on Oct. 10, Friday

    The TANER ETF Model (TEM) (Oct. 13, Monday)

    ETF:T1 (PZA SPY) A1 (VPU DIA) E1 (VNQ MDY) R1 (TIP BWX)

    ETF T2 (PZA BND) A2 (VPU QQQ) E2 (VWO VAW) R2 (VTI PHB).

    ETF T3 (PZA BND) A3 (QQQ XLF) E3 (VNQ VAW) R3 (VTI PHB).

    SUMMARY OF THE TEM

    E.TM. 1-2-3 (NYSEARCA:PZA) E.TM. 1-2 (NYSEARCA:VPU) E.TM. 1-3 (NYSEARCA:VNQ) E.TM. 2-3 (BND QQQ VAW VTI PHB) E.TM. 1 (SPY DIA MDY TIP BWX) E.TM. 2 (NYSEARCA:VWO) E.TM. 3 (NYSEARCA:XLF)

    The Schwab ETF Model (TEM) (Oct. 13, Monday)

    SCHWAD:T1 (SCHZ SCHP) A1 (SPLV SCHD) E1 (SCHM SCHA) R1 (SCHO SCHF)

    SCHWAD:T1 (SCHR SCHZ) A1 (SCHD SCHX) E1 (SCHE CVY) R1 (SCHO SCHA)

    SUMMARY OF THE TEM

    SCHWAB 1-2 (FNDZ SCHD SCHO SCHA)

    The TANER Vanguard Model (TVM) (Oct. 13, Monday)

    VANGUARD T1 (BND BNDX) A1 (VCIT VIG) E1 (VB VDE) R1 (VTWO VXUS)

    VANGUARD T2 (BNDX BND) A2 (VOO VTI) E2 (VWO VSS) R2 (VB VTWO).

    VANGUARD T3 (BNDX BND) A3 (VOO VTI) E3 (VWO VSS) R2 (VIG VXF).

    SUMMARY OF THE TVM

    VANGUARD 1-2-3 (BNDX BND) VANGUARD 1-2 (VB VTWO) VANGUARD 1-3 (NYSEARCA:VIG) VANGUARD 2-3 (VOO VWO VSS) VANGUARD 1 (VCIT VDE VXUS) VANGUARD 2 (NYSEARCA:VXF)

    The TANER Rotation Model (TRM) (Sep. 29, Monday)

    ROTATION:T1 (MBB EDV) A1 (SDY VIS) E1 (EEM REM) R1 (VOX HYG)

    ROTATION T2 (VDC MBB) A2 (XSD KIE) E2 (EEM CSJ) R2 (VOX XOP).

    ROTATION T3 (VDC XPH) A3 (EEM RWR) E3 (XRT KRE) R (CSJ IPE).

    SUMMARY OF THE TRM

    R.TM.1-2-3 (NYSEARCA:EEM) R.TM.1-2 (MBB VOX) R.TM.2-3 (VDC CSJ) R.TM.1 (EDV SDY VIS REM HYG) R.TM.2 (XSD KIE XOP) R.TM.3 (XPH RWR XRT KRE IPE)

    The TANER Stock Model (TSM) (Sep 30, Tuesday)

    STOCK T1 (KO CMG) A2 (BAC DLTR) E1 (FLS CAT) R1 (YUM MCD)

    STOCK T2 (FDX TMO) A2 (KSU NFLX) E2 (PRGO SU) R2 (YUM EDU).

    STOCK T3 (FDX TMO) A3 (CME IBM) E3 (FLS SU) R3 (WMT EDU).

    SUMMARY OF THE TSM

    S.TM.1-2 (NYSE:YUM) S.TM.1-3 (NYSE:FLS) S.TM.2-3 (FDX TMO SU EDU) S.TM.1 (KO CMG BAC DLTR CAT MCD) S.TM.2 (KSU NFLX PRGO) S.TM.3 (CME IBM WMT)

    Link: www.seekingalpha.com/instablog/791632-o-young-kwon/1111541-the-taner-data. You can get the names of securities with the ticker symbol in The TEM, The TSM, The TRM, and The TVM...

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

    Oct 12 6:49 AM | Link | Comment!
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