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.

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.

Latest Posts

The Traders Journal

Get Inspired, Get Profitable, Get a Vacation

by Gatis Roze

It’s been my experience as a full-time trader over the decades that investing muscles need to take a vacation regularly. I’ve learned the hard way that vacations must be part of my money management routines. If I procrastinate and wait until I realize I need a vacation, the markets inevitably will have already told me the same thing in subtle ways. By then, it will have cost me money. My advice to you is to extract yourself from the investing-is-life box before reaching this point. I’ll concede that vacations are not real living but they need to be a regular Read More 

The Traders Journal

Charts I'm Stalking: Action Practice #19: Sector Funds & Their Top Holdings Offer Many Profitable Insights

by Gatis Roze

It’s hard to believe but exchange-traded funds (ETFs) have been with us now for 24 years. Who would have guessed? Perhaps John Bogle. As a rule, investors buy Sector ETFs to smooth out the ride and decrease volatility. The classic measurement of volatility is, of course, the statistical measurement of standard deviation which shows investors how far a series of returns swings from the average returns over a time period of their choosing. I maintain that by peering into the Sector ETFs actual composition — studying the specific nature of their individual Read More 

The Traders Journal

New ChartPack (Q2 - 2017) Providing Timely Tradeable Insights to Help You Invest Smarter

by Gatis Roze

Remember the bygone advertisements from years past about hair replacement?  The gentleman stares into the camera and says “I’m not just the president of the Men’s Hair Club, but I am also a client.”  Our ChartPack deserves a similar endorsement.  “I’m not just the creator of the Tensile Trading ChartPack, but I am also a daily user.” When I think back 25 years to how I traded and the tools I used, I’m stunned.  These days, the ChartPack does all the heavy lifting and truly simplifies the market for myself and all its users.  Not only am I infinitely Read More 

The Traders Journal

100% of Investors from Lake Wobegon Are Above Average

by Gatis Roze

Ninety percent (90%) of Americans believe that they are above average drivers.  Multiple studies have corroborated this impossibility over the years.  I’m certain that the equivalent surveys of American investors would yield a similar fanciful number. It reminds me of Garrison Keillor’s radio show featuring Lake Wobegon — the fictitious midwestern town where all of the children are above average.  My point being that most drivers and investors — like those Lake Wobegon kids — believe they are exceptional.  When you have a Ferrari for a brain but brakes made for a Read More 

The Traders Journal

Charts I'm Stalking: Action Practice #18

by Gatis Roze

So, how did you stack up the equities of the Dow 30 based on Money Flow in Action Practice #17? The first question you should have asked yourself is “what is my personal investing timeframe?”  Clearly, a day trader would not analyze money flow the same as a position trader or as an intermediate-to-long term investor.  The second suggestion I would make is to revisit your own knowledge set about Money Flow.  An ideal place to start is the StockCharts glossary. Read More 

The Traders Journal

How Not to Lose Sight of the Forest (the Market) by Focusing on the Trees (Individual Equities)

by Gatis Roze

Have any of you ever found yourselves so overly focused on your individual positions that you are missing the market’s essential big picture?  For profitable investing, maintaining a birds-eye view is imperative. This is what asset allocation is all about, and from the academics, we know that this provides the “biggest bang for your buck” in the investing arena. Many investors’ backgrounds are such that they have been trained in their professional lives to focus on the individual details  The downside of this is that by devoting a disproportionate amount of their time and Read More 

The Traders Journal

Charts I'm Stalking: Action Practice #17

by Gatis Roze

This is all about your fiscal fitness and future financial fate.  Pay attention! I’ve written before about the indisputable number of academic studies proving asset allocation is the highest leverage activity that individual investors can focus on.  Although this blog will touch upon this, it will be focused instead on the principles of CORE & EXPLORE investing.  Though popularized and championed by Vanguard’s founder John Bogle, its origins actually date back to published research done by Schwab in 2000. John Bogle has been famous for Read More 

The Traders Journal

The Albert Einstein Approach to Stock Market Investing

by Gatis Roze

Albert Einstein famously said, “If I had one hour to save the world, I would spend 55 minutes defining the problem and five minutes implementing the solution.”   If you were in a life threatening situation and had only one hour before it proved fatal, what would you do?   Einstein said he’d spend his time wisely asking probing questions to understand the problem in depth.  Having done that, he’d only need 5 minutes to address the issue.  Many new investors I meet in my classes totally flip around Dr. Einstein’s approach.  They have Read More 

The Traders Journal

Paul Merriman's Essential Investor Challenge Questions: The Answers by Gatis Roze

by Gatis Roze

At a May 20th presentation to the Seattle chapter of the AAII, Paul Merriman confirmed to me his standing as a respected elder of investment management.  Since selling his multi-billion dollar advisory firm in 2012, he has been running a financial education foundation.  His motto  “knowledge is power” is an accurate portrayal of his mission, and parallels my own efforts to educate and empower individual investors these past 20 years. What makes Merriman’s motto so unique is that it’s backed up by a depth of experience few have attained and delivered honestly in a Read More 

The Traders Journal

Essential Rules to Share with Your Friends: The Financial Simpletons

by Gatis Roze

I had a shock recently.  I met a couple who was in the midst of what I considered to be a personal financial coronary, yet they were totally oblivious to the perils facing them. Both husband and wife were professionals with advanced graduate degrees. Despite their intelligence and educations, neither of them had ever taken the slightest interest in any kind of financial education or investing. They’d led successful careers, yet they were absolute simpletons when it came to anything financial. For the sake of this analogy, I’ll call them Fred and Wilma — a nod to the Flintstones Read More 

Table of Contents

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