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... 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... 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... 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... 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... Read More