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

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 

The Traders Journal

ETF Guru Retires: Leaves Us with Six Key Lessons

by Gatis Roze

This is a salute to Ben Johnson, the departing editor of Morningstar’s ETF Investor publication. Over the years, I’ve come to look forward to his pithy observations about the ETF marketplace. To use his own words in describing his replacement, Alex Bryan, he wrote “He’s bright, articulate and capable of distilling concepts that are lofty and sometimes near unintelligible into insights that are readily consumable.”  Those are words which are spot-on in describing Ben Johnson himself. In other words, I’ve made money based on his insights — thank you very much!  Read More 

The Traders Journal

Survey Results: The Top 10 Reasons Investors Told Us Why Routines and Organized ChartLists Matter

by Gatis Roze

In our last Traders Journal blog, Grayson and I extended an invitation to our readers to share their experiences with the Tensile Trading ChartPack. The spectrum of responses was diverse, broad and extremely insightful.  We found it  motivational and encouraging that so many investors have “found their stride”, as one person put it, by utilizing the ChartPack framework.  The majority of the comments we received alluded to the fact that most investors personalized the collection of 94 ChartLists to meet their own needs — precisely what we’ve encouraged Read More 

The Traders Journal

Major New S&P Sectors and Realignments: Biggest ChartPack Update Ever (Q3, 2018)

by Gatis Roze

Ladies and Gentlemen: the most significant shakeup in sector classifications within the past decade has just occurred. Two of the world’s biggest index providers — Standard & Poor’s (S&P) and MSCI, Inc. — have reorganized critical sector indexes. It’s a good time to take stock of what you really own so you know which team to cheer for.  Some of your favorite teams have traded away a number of “Hall of Fame” players. No worries, this updated ChartPack (our most significant since 2013) will help you make all the necessary adjustments. We’ve added the new Read More 

The Traders Journal

Peter Lynch Nailed It; The French Nailed It; Sally Nailed It; You Can Too!

by Gatis Roze

Peter Lynch was the portfolio manager for Fidelity’s Magellan Fund for 13 years. His performance results were legendary, and when he retired, he wrote a number of books based on his winning investing principles. To paraphrase and blend a few of those together, Lynch felt that individual investors could outperform the professionals by investing close to home in companies and products they understood. For example, if you went to the mall and liked the store, you’ll probably love the stock.  In other words, buy what you understand and monitor your favorite companies which is a lot Read More 

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