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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
  • The Daily TANER Momentum (DTM) (Feb 2, Monday) (III)

    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) (Feb 2, Monday)

    TANER Momentum ™ List on Feb 2, Monday based upon Closing Prices on Dec. 30, Fri day

    The TANER ETF Model (TEM) (Feb 2, Monday)

    ETF:T1 (BND PGF) A1 (VPU TIP) E1 (VTI PFM) R1 (PHB VWO)

    ETF T2 BND PGF) A2 (VPU VNQ) E2 (VTI PFM) R2 (PHB BWX).

    ETF T3 (BND PGF) A3 (VNQ VPU) E3 (VTI XLF) R3 (SPY VAW).

    SUMMARY OF THE TEM

    E.TM. 1-2-3 (BND PGF VPU VTI) E.TM. 1-2 (PFM PHB) E.TM. 2-3 (NYSEARCA:VNQ) E.TM. 1 (TIP VWO) E.TM. 2 (NYSEARCA:BWX) E.TM. 3 (XLF SPY VAW)

    The Vanguard ETF Model (TVM) (Feb 2, Monday)

    VANGUARD T1 (BND BNDX) A1 (VCIT BSV) E1 (VIG VTV) R1 (VEA VGK)

    VANGUARD T2 (BND VCIT) A2 (VXF VTWO) E2 (VEA VGK) R2 (VFH VDE).

    VANGUARD T3 (BNDX BND) A3 (VUG VTI) E3 (VTV VFH) R2 (VGK VDE).

    SUMMARY OF THE TVM

    VANGUARD 1-2-3 (BND VGK) VANGUARD 1-2 (VCIT VEA) VANGUARD 1-3 (BNDX VTV) (VANGUARD 2-3 (VFH VDE) VANGUARD 1 (BSV VIG) VANGUARD 2 (VXF VTWO) VANGUARD 3 (VUG VTI)

    The Schwab ETF Model (TWM) (Feb 2, Monday)

    SCHWAD:T1 (SPLV RSP) A1 (SCHP SCHO) E1 (FNDX FNDX) R1 (SCHF SCHC)

    SCHWAD:T2 (SCHR RSP) A2 (SCHP SCHO) E2 (SCHX SCHE) R2 (SCHC RYE)

    SCHWAD:T3 (SCHZ RSP) A3 (SCHP SCHA) E3 (SCHO RYF) R3 (SCHF SCHC)

    SUMMARY OF THE TEM

    SCHWAB 1-2-3 (RSP SCHP SCHO SCHC) SCHWAB 1-3 (NYSEARCA:SCHF) SCHWAB 1 (SPLV FNDA FNDX) SCHWAB 2 (SCHOR SCHX SCHE RYE) SCHWAB 3 (SCHZ SCHA RYF)

    The TANER Rotation Model (TRM) (Jan 26, Monday)

    ROTATION:T1 (IYH VDC) A1 (EDV GLD) E1 (IWD XES) R1 (SLV ELD)

    ROTATION T2 (IYH XPH) A2 (MTK VIS) E2 (PCY XES) R2 (KRE KBE).

    ROTATION T3 (RWR LQD) A3 (XHB IWD) E3 (ITM HYG) R (KCE KBE).

    SUMMARY OF THE TRM

    R.TM.1-2 (IYH XES) R.TM.2-3 (NYSEARCA:KBE) R.TM.1 (VDC EDV GLD IWD SLV ELD) R.TM.2 (XPH MTK VIS PCY KRE) R.TM.3 (RWR LQD XHB IWD ITM HYG KCE)

    The TANER Stock Model (TSM) (Jan 27, Tues day)

    STOCK T1 (AET KRFT) A2 (NFLX NVR) E1 (MA NUS) R1 (YUM FCX)

    STOCK T2 (AGN ISRG) A2 ((HD PRGO) E2 (KO SU) R2 (YUM FCX).

    STOCK T3 (CMG BIDU) A3 (DLTR PRGO) E3 (DE SU) R3 (YUM AMZN).

    SUMMARY OF THE TSM

    S.TM.1-2-3 (NYSE:YUM) S.TM.1-2 (NYSE:FCX) S.TM.2-3 (PRGO SU)) S.TM.1 (AET KRFT NFLX NVR MA NUS) S.TM.2 (AGN ISRG HD KO) S.TM.3 (CMG BIDU DLTR DE AMZN)

    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)

    Feb 01 1:33 PM | Link | Comment!
  • The Daily Market Information (DMI) (Feb. 1, 2015, 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) (Feb. 1, 2015, Sunday)

    Morningstar

    The 6 Best Passive Large-Cap ETFS. news.morningstar.com/articlenet/article....

    Sales Sour, but Hershey's Still Sweet. news.morningstar.com/articlenet/article....

    Reuters

    The Daily Market Information (DMI) (Jan. 31, 2015, Saturday)

    Morningstar

    GDP: Back to Trend, Not Down the Drain. http://news.morningstar.com/articlenet/article.aspx?id=682378

    Coffina: Expect Less From Stocks. www.morningstar.com/Cover/videoCenter.as...

    Bloomberg

    China Dials Back Criticism of Alibaba on Counterfeit Goods. www.bloomberg.com/news/articles/2015-01-...

    U.S. Stocks Follow 2014 Lead With January Retreat. http://www.bloomberg.com/news/articles/2015-01-30/u-s-stocks-follow-2014-lead-with-january-retreat

    Putin Fingerprints Seen All Over Surprise Interest-Rate Reversal. www.bloomberg.com/news/articles/2015-01-...

    The Daily Market Information (DMI) (Jan. 30, 2015, Friday)

    Bloomberg

    Russia Unexpectedly Cuts Key Rates as Economy Eclipses Ruble. www.bloomberg.com/news/articles/2015-01-...

    Morningstar

    3 reasons to sell a fund. http://www.morningstar.com/Cover/videoCenter.aspx?id=681775

    Near-Term Concerns Rise,for Alibaba, but Wide Moat Intact. news.morningstar.com/articlenet/article....

    Market Watch

    Amazone's stock rallies as profit beats forecasts. www.marketwatch.com/story/amazons-stock-...

    The Daily Market Information (DMI) (Jan. 29, 2015, Thursday)

    Bloomberg

    Germany Unemployment Drops for Fourth Month as Growth Strengthens http://www.bloomberg.com/news/articles/2015-01-29/german-unemployment-drops-for-fourth-month-as-growth-strengthens

    U.K. House Prices Rise Slowest Pace in 14 Months in January. www.bloomberg.com/news/articles/2015-01-...

    Morningstar

    U.S. stocks sell off after Fed statement. news.morningstar.com/all/market-watch/TD...

    The Daily Market Information (DMI) (Jan. 28, 2015, Wednesday)

    Fed seen remaining patient with rate guidance amid global turmoil. finance.yahoo.com/news/fed-seen-remainin...

    Bloomberg

    Singapore Dollar Is Weakest Since 2010. www.bloomberg.com/news/articles/2015-01-...

    Indian Central Banker Ranges Far From Monetary Policy to Shape Nation's Debates. www.bloomberg.com/news/articles/2015-01-...

    Feb 01 8:10 AM | Link | Comment!
  • The Daily TANER Momentum (DTM) (Feb 2, Monday) (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) (Feb 2, Monday)

    TANER Momentum ™ List on Feb 2, Monday based upon Closing Prices on Dec. 30, Fri day

    The TANER ETF Model (TEM) (Feb 2, Monday)

    ETF:T1 (BND PGF) A1 (VPU TIP) E1 (VTI PFM) R1 (PHB VWO)

    ETF T2 BND PGF) A2 (VPU VNQ) E2 (VTI PFM) R2 (PHB BWX).

    ETF T3 (BND PGF) A3 (VNQ VPU) E3 (VTI XLF) R3 (SPY VAW).

    SUMMARY OF THE TEM

    E.TM. 1-2-3 (BND PGF VPU VTI) E.TM. 1-2 (PFM PHB) E.TM. 2-3 (NYSEARCA:VNQ) E.TM. 1 (TIP VWO) E.TM. 2 (NYSEARCA:BWX) E.TM. 3 (XLF SPY VAW)

    The Vanguard ETF Model (TVM) (Feb 2, Monday)

    VANGUARD T1 (BND BNDX) A1 (VCIT BSV) E1 (VIG VTV) R1 (VEA VGK)

    VANGUARD T2 (BND VCIT) A2 (VXF VTWO) E2 (VEA VGK) R2 (VFH VDE).

    VANGUARD T3 (BNDX BND) A3 (VUG VTI) E3 (VTV VFH) R2 (VGK VDE).

    SUMMARY OF THE TVM

    VANGUARD 1-2-3 (BND VGK) VANGUARD 1-2 (VCIT VEA) VANGUARD 1-3 (BNDX VTV) (VANGUARD 2-3 (VFH VDE) VANGUARD 1 (BSV VIG) VANGUARD 2 (VXF VTWO) VANGUARD 3 (VUG VTI)

    The Schwab ETF Model (TWM) (Jan 26, Monday)

    SCHWAD:T1 (SPLV SCHX) A1 (SCHR SCHP) E1 (SCHP FNDX) R1 (SCHE SCHC)

    SCHWAD:T2 (SPLV SCHM) A2 (SCHR SCHA) E2 (FNDX RYF) R2 (SCHP SCHO)

    SCHWAD:T3 (SCHZ SCHD) A3 (SCHB FNDA) E3 (SCHR SCHO) R3 (SCHP SCHF)

    SUMMARY OF THE TEM

    SCHWAB 1-2-3 (SCHR SCHP) SCHWAB 1-2 (SPLV FNDX) SCHWAB 1-3 (NYSEARCA:SCHD) SCHWAB 2-3 (NYSEARCA:SCHO) SCHWAB 1 (SCHX SCHE SCHC) SCHWAB 2 (SCHOM SCHA RYF) SCHWAB 3 (SCHZ SCHB FNDA SCHF)

    The TANER Rotation Model (TRM) (Jan 26, Monday)

    ROTATION:T1 (IYH VDC) A1 (EDV GLD) E1 (IWD XES) R1 (SLV ELD)

    ROTATION T2 (IYH XPH) A2 (MTK VIS) E2 (PCY XES) R2 (KRE KBE).

    ROTATION T3 (RWR LQD) A3 (XHB IWD) E3 (ITM HYG) R (KCE KBE).

    SUMMARY OF THE TRM

    R.TM.1-2 (IYH XES) R.TM.2-3 (NYSEARCA:KBE) R.TM.1 (VDC EDV GLD IWD SLV ELD) R.TM.2 (XPH MTK VIS PCY KRE) R.TM.3 (RWR LQD XHB IWD ITM HYG KCE)

    The TANER Stock Model (TSM) (Jan 27, Tues day)

    STOCK T1 (AET KRFT) A2 (NFLX NVR) E1 (MA NUS) R1 (YUM FCX)

    STOCK T2 (AGN ISRG) A2 ((HD PRGO) E2 (KO SU) R2 (YUM FCX).

    STOCK T3 (CMG BIDU) A3 (DLTR PRGO) E3 (DE SU) R3 (YUM AMZN).

    SUMMARY OF THE TSM

    S.TM.1-2-3 (NYSE:YUM) S.TM.1-2 (NYSE:FCX) S.TM.2-3 (PRGO SU)) S.TM.1 (AET KRFT NFLX NVR MA NUS) S.TM.2 (AGN ISRG HD KO) S.TM.3 (CMG BIDU DLTR DE AMZN)

    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)

    Feb 01 8:04 AM | Link | Comment!
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