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 has worked in the financial services industry for StockCharts.com since 2012, and now serves as the Business Manager for the company. He holds a Bachelor's degree from Swarthmore College. Learn More

Latest Posts

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 

The Traders Journal

Two-for-One: How to Live Longer and Pass the Financial Baton to Future Generations

by Gatis Roze

“Yes, the fountain of youth really does exist, and academic research is increasingly proving it to be found amidst your investment portfolio. A growing body of scholarly research shows that, in many ways, life can get better as we get older and being an active investor can contribute in significant ways.” — Gatis Roze I wrote those words over four years ago for my December, 2014 blog.  What made me revisit that scenario was a recent Today Show program  on what current medical and longevity research is telling us to do to that adds meaningful years to our lives.  Read More 

The Traders Journal

How This Organized Process Will Maximize Your Investing Analysis - ChartPack Update #22 (Q4, 2018)

by Gatis Roze

Yes — since 2013, our ChartPack user community has suggested thousands of powerful improvements to our quarterly presentation of ChartLists. Over these six years, StockCharts.com has grown mightily and many new members are not entirely clear what the Tensile Trading ChartPack actually is. So here are seven brief points to describe the ChartPack and how it will help investors navigate the markets. What Is A ChartPack? It’s a strategic collection of carefully selected essential groupings that captures the massiveness of the stock Read More 

The Traders Journal

100% Guaranteed Prediction for The New Year: I'll Be a Better Investor - Here's How!

by Gatis Roze

“The only way you get a real education in the market is to invest cash, track your trade, and study your mistakes…The examination of a losing trade is torturous but necessary to ensure that it will not happen again.” — Jesse Livermore This is the quote that introduces Chapter 10 (“Revisit, Retune, Refine”) in our book, Tensile Trading: The 10 Essential Stages of Stock Market Mastery.  I just re-read this chapter in my own book.  Why?  Because it’s the foundation of my commitment to be a better investor this upcoming year. Ray Dalio, who wrote a best Read More 

The Traders Journal

Portfolio Management and Asset Allocation: Supercharge These Using Powerful Morningstar Tools

by Gatis Roze

The most important thing in my life is not money — it is my time and my health. These two items are far more important to me than monetary assets. As a result, I’m always focused on how I spend my time and less on how I spend my money.  If this strikes you as reasonable, then you’ll be pleased as an investor with the tools I’m about to share with you. They are tools that will enhance your financial health while also minimizing the time necessary to make that prosperity a reality. A few caveats upfront. For over 25 years, I’ve been a full-time investor. I’ve taught Read More 

The Traders Journal

Ask Yourself This Question, But Make Sure You Do It This Sunday

by Grayson Roze

I’m going to let you in on a little secret.  The bulk of my financial analysis, portfolio reviews, and trading decision making happens on Sundays.  Sure, I have daily trading routines that are tremendously important, and of course, I'm constantly watching the market during the week.  But the routines that I believe are most crucial to my investing process, those are reserved for Sunday morning and afternoon. Why?  Well, with the markets closed, the work week over, and life moving just a little bit slower every Sunday, I’m able to get myself into my most Read More 

Table of Contents

Subscribe to The Traders Journal to be notified whenever a new post is added to this blog!