The Traders Journal

Gatis Roze
About the authors: , CMT, holds an MBA from the Stanford Graduate School of Business and is a past president of the Technical Securities Analysts Association (TSAA). He is also the co-author of Tensile Trading: The 10 Essential Stages of Stock Market Mastery (Wiley, 2016). A full-time investor for over 25 years, Gatis has taught sold-out investment courses throughout the Pacific Northwest and beyond since 2000. Learn More

Grayson Roze
is the author of Trading for Dummies (Wiley, 2017) and Tensile Trading: The 10 Essential Stages of Stock Market Mastery (Wiley, 2016). He currently serves as Vice President of Operations at StockCharts.com, and is also the co-founder of Stock Market Mastery. Grayson holds a bachelor's degree from Swarthmore College, where he studied Economics and Psychology. Learn More

Latest Posts

The Traders Journal

Climb a Mountain, Beat The Market: What The Mountaineers "Essential 10 Checklist" Can Teach You About Investing

by Gatis Roze

The mountaineers “Essential 10 Checklist” is seared into the memory of every serious hiker and climber. Why? Because it may literally determine life or death. Similarly, every investor's financial life or death is determined by what I am calling the “Investors Essential 10 Checklist”. Both checklists are comprehensive. Both checklists suggest that forgetting any one of the ten can kill you. So put-on your investor’s hat and your hiking boots, and let me take you through these checklists for the sake of your well-being, safety, survival and future financial prosperity. Read More 

The Traders Journal

The Best of Breed Methodology: Stage 4 - A Significant Enhancement

by Gatis Roze

A quarter century of investing yields one paramount conclusion. Venture capitalists have known this forever. Professional sports teams as well. Investors have been a little slower on the uptake. Venture capitalists will tell you that if you invest in one company like Netflix, Salesforce or Google, it will make up for an awful lot of losers. The New England Patriots know that drafting one Tom Brady in 2000 is why they have won six Super Bowls. Similarly, I can attest to the fact that as an investor all these years, my two main concerns were not hitting a grand slam stock pick or making Read More 

The Traders Journal

Celebrating An Investor's Obituary

by Gatis Roze

I've begun writing my own obituary.  No worries.  I don’t have any incurable health issues to be concerned about.  It's simply an exercise that I believe will have value and will be beneficial to my investment efforts.  The catalyst for this rather unusual undertaking was James Hagerty's piece in the Wall Street Journal on April 22, 2019.  Hagerty's professional job is to write obituaries about others for the newspaper, and on a lark he decided to write his own. As I read his article, I began to ask myself the question, "what has motivated me Read More 

The Traders Journal

Interdisciplinary Investing: Combining Fundamentals and Technicals Increases Profits

by Gatis Roze

How does a return of 14% in six months sound to you? Last February, I wrote a blog about attending the unique interdisciplinary DENT Conference last year in Napa Valley.  I credit my attendance there with directly re-energizing and reimagining my investing over the six months that followed. This past February, Jonathan Levin, Dean of the Stanford Graduate School of Business, spoke to a group of fellow alumni here in Seattle. He told us that one of the Business School's biggest strategic initiatives today is joint interdisciplinary studies with Stanford's Schools of Read More 

The Traders Journal

How to Approach Investing Like Pro Sports and Make the Playoffs! - ChartPack Update #23 (Q1, 2019)

by Gatis Roze

Pick the pro league of your choice. You can have the most expensive talent on one team, but without the right organization, routines and strategy, you won’t make the playoffs.(Presently, for example. you might consider the NBA’s Los Angeles Lakers with one LeBron James and friends). Something similar happens with investors. Being the smartest, most educated high IQ individual in the arena does not guarantee you profits. In fact, hubris often results in the opposite becoming true — based on the fact that those kinds of investors often believe the normal rules of organization, routines and Read More 

The Traders Journal

Video Recap: My Favorite Investment Tools, Tricks and Tips on StockCharts

by Gatis Roze

As I announced last week, I had the pleasure of joining Tom and Erin on Wednesday morning for a special StockCharts TV guest appearance. It was a treat to be on the program, but most importantly, it was a unique joy to help celebrate StockCharts' 20th anniversary. As a follow-up and in case you missed the live show, I’d like to invite you to watch this short video recap from my appearance on the StockCharts TV channel. In it, I share some of my absolute favorite tools, tricks and tips that have helped me achieve excellent returns over the past two decades. I firmly believe Read More 

The Traders Journal

My Favorite Investment Tools On StockCharts.com

by Gatis Roze

Time truly flies, and boy oh boy do I realize it when I think back on the nearly 20 years that I’ve been using StockCharts.com to make money as an investor. I was planning to write this week’s blog as a “homage" to all those years and tools that have become both indispensable and nearly second nature to me and my investing.  However, I soon realized that the usual Traders Journal format would not be enough on its own.  To share all my favorite tips, tricks, tools and shortcuts that have made StockCharts an invaluable asset for me, only a Read More 

The Traders Journal

You Said It Fred: A Leading VC On The Value Of Routines, Plus An Overview Of My Weekly Checklist

by Grayson Roze

Anytime I hear a successful, well-respected figure mention the importance of routines, my ears perk up.  I firmly believe that routines (and the discipline to stick to them) are the secret to success, from investing to sports to business to music – you name it.  When I hear that same opinion reflected in the words of another, I listen closely. Last month, a blog post from Fred Wilson, co-founder of Union Square Ventures, caught my eye for this exact reason.  I’ve been following Fred’s daily blog for some time now, and I’m always struck by Read More 

The Traders Journal

Learning From Legends: Gerald Loeb's Timeless Investing Wisdom Stands The Test Of Time

by Gatis Roze

I’m sure you’ve heard the expression, “the more things change, the more they stay the same.”  Gerald Loeb used this phrase frequently.  I’ve always had great respect for Mr. Loeb.  True, he was an extraordinary investor and a best-selling author.  But what I most respected him for was his business acumen.  As one of the founding partners of E.F. Hutton, he was often quoted preaching to investors about the need to approach investing as a business and with a business mind. Early on, I took his advice to heart.  From the very beginning Read More 

The Traders Journal

How To Get The Confidence To Profit From Bullish To Bearish Transitions By Recognizing The Evidence

by Gatis Roze

Life can be cruel if change happens and you miss the signs during the transition. I’ll offer up four examples with mild to toxic consequences: Weather, Science, Superstars and finally, the Stock Market. Pretty much everyone is aware of the predictable and abrupt shift in the weather as the temperature nears 32 degrees Fahrenheit. We’ve mastered the concept of water-to-ice and rain-to-snow when the thermostat approaches 32 degrees. It’s predictable and requires that we adjust our behavior. Similarly, scientists know that magnets work as intended until you heat them. An Read More 

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