In a previous blog, I labeled the four-day Global Chartered Financial Analysts event in Seattle as the ‘gold standard’ of conferences and seminars I’ve attended. In this Part II blog, I want to share with you more key investment-related insights from the impressive slate of conference speakers. 1. Recent... READ MORE
During my investment life, I’ve attended well over 100 different conferences and seminars. The Chartered Financial Analysts four-day event in Seattle last week was the ‘gold standard’. With over 1800 attendees, the CFA Institute brought together a stellar collection of speakers, including my former professor, William F. Sharpe, a... READ MORE
The markets, charts and indicators can be very messy. The ChartPack removes that messiness. It does all the heavy lifting, ensuring that you maximize your analysis and minimize your time. It’s the next best thing to seeing around the corner. This is an invitation to the 500-plus investors who... READ MORE
As I’ve revisited my trading journals from many years ago, I’ve come to realize what an unbelievable transformative journey it has been from part-time investor to full-time trader. I am somewhat startled by the personal evolution I’ve undergone with respect to both the markets and my personal... READ MORE
There is only one Albert Einstein and only one Warren Buffett. There is only one race – the human race. There is only one life you can live. There is only one God. Some say there is only one way to avoid criticism – do nothing, say nothing, be nothing. Many claim... READ MORE
Investors beware or at least be aware. Over the past two years, I’ve had a number of significant relationships, but that’s changed now – in part because I was reminded of Charles Darwin’s famous quote “It is not the strongest of the species that survives, nor the most... READ MORE
Schwab, Fidelity, TD Ameritrade and Google likely know more about most investors and their trading habits than the investors themselves. Have you ever asked yourself why Google offers free gmail accounts? It’s because they are obsessed with collecting data. They now have complex algorithms and unimaginable computing power that... READ MORE
Trading the markets is basically a solo adventure, and since the markets here in Seattle close at 1:00 PM, it’s nice to break bread afterward with other traders and unwind. I thought my readers would enjoy a brief summary of one such spontaneous unscripted discussion at a recent... READ MORE
The brilliant novelist Isabel Allende once wrote, “Fear is inevitable, I have to accept that, but I cannot allow it to paralyze me.” Similarly, far too many investors are reluctant to trade because they believe every puzzle piece of their complex methodology must be in place before they can act.... READ MORE
Life hacking was a term first tossed around by computer programmers in the ‘80s as the label they used trying to get things done better and faster. These days, it has a wider definition incorporating improved productivity and personal enrichment. Wikipedia defines it this way: “Life hacking refers to any... READ MORE
President Harry Truman once said “We must have strong minds, ready to accept facts as they are.” He must have been addressing a convention of individual investors. Let me pick-up this week where I left off last week. If you missed last week’s blog, I suggest you visit that... READ MORE
A quick survey of the Amazon website lists over a dozen books written by Jack Schwager, but that is not what impresses me the most. What I find worthy for some sort of listing in the Guiness Book of World Records is that in writing these volumes, he has gained... READ MORE
To the over 500 investors who are presently using my ChartPack, I’ve been sincerely humbled by your many emails and wonderful personal comments. When you are happy, making money and saving time, I’m happy too! My objective is to help you step up your investing another tier with... READ MORE
We investors are imperfect creatures living in a complex world. We are destined to stumble and fall. It’s part and parcel of the probability game that is the stock market. One day in the near future, you will find yourself here amongst “the investing losers”, just as surely as... READ MORE
When Google’s co-founder, Larry Page, famously asked Steve Jobs for advice, Job’s reply was “Don’t get distracted. Focus.” From what I’ve seen with hundreds of investors, this is possibly the number one reason institutional investment managers outperform individual investors. The power of disciplined focus cannot be... READ MORE
“We envisioned this from day one. We prepared for this. We expected this. We deserve this.” —Pete Carroll, Coach of the Seattle Seahawks 2014 Super Bowl Champions Pete Carroll’s statement may sound cocky, but it’s preceded by a great deal of preparation and hard work. The cocky mentality... READ MORE
I had breakfast the other day with a group of friends, and we spent the morning discussing what it meant to be ‘in the Zone’. Interestingly, we had four very different perspectives. One person came from a professional athletic perspective, another was a race car driver, another was a minister... READ MORE
“Tell me and I forget. Teach me and I remember. Involve me and I learn.” Those are the words of Benjamin Franklin. I’ve been a stock market trader for 25 years now, and one of the most persistent and recurring questions I get from my circle of fellow full-time... READ MORE
“Mr. Roze: we’d like to offer you 90 minutes to speak to our group and tell us all you know about investing.” I have actually received this sort of invitation more times than you can imagine. Let me personalize it. If you are an accountant, engineer, doctor, lawyer or... READ MORE
It’s one thing to blindly take my word when I claim the power of seasonality will enhance the probability of you making a profitable trade. It’s another for me to present you with a basket of 6 stocks in my first blog of December which all had attractive... READ MORE
Each year at this time, I become a trader of “change”. I take certain steps to tackle challenges I’ve encountered throughout the year and endeavor to refashion and update both myself and my trading plan. Above my desk sits a guiding quote by Dr. John Norcross: With investors and... READ MORE
Jesse Livermore pointed out that stock market experience is the result of mistakes and that those mistakes have many brothers and sisters. My take is that it’s not until you’ve met the bigger extended family can you be confident that you’ve actually built a broad enough reference... READ MORE
Seventeen thousand money managers around the globe pay to use BlackRock’s Aladdin risk assessment platform to manage $15 Trillion. Therefore, nearly 7% of the world’s $225 Trillion in financial assets are being managed by people who all ponder the markets using the same tools. As a result, 30,... READ MORE
If there was one mantra to embrace which would make you money it would be“let the probabilities work for you” or some similar phrase. As a seasoned investor with over 25 years trading the markets, I feel one of my core strengths has been my ability to find ‘probability... READ MORE
Over the past 10 years, the S&P 500 (SPY) has closed higher than it opened in the month of December 78% of the time. This week, I culled a basket of half a dozen equities from Investor Business Daily’s IBD 50 list. All of these particular 6... READ MORE
In the movie Margin Call, the character played by Jeremy Irons says: “there are 3 ways to make money in this business: (1) be first, (2) be smarter, or (3) cheat.” This blog offers you option #2. Think of the new seasonality tool as a holiday investing treat that you... READ MORE
When the stock market ground below your feet begins to shift, metaphorically-speaking, and your charts turn into Jello, it will take much more than your magical methodology to save the day. Turning pain into a beautiful trade is what marks a master investor. So why is it that over the... READ MORE
I had the good fortune of hearing Ed Seykota speak at the International Federation of Technical Analysts in San Francisco a few weeks ago. To say he’s extraordinary is an understatement. I can’t even bring myself to quote his performance numbers at the risk you’ll question this... READ MORE
This is so next step. Most money managers and traders will not share their approaches. You can understand why. A few will talk about their methodologies in generalizations, knowing that the essential fuel that runs the investing engine is discipline and carefully designed routines. It is these routines that take... READ MORE
1. Embrace the laws of nature. Springs produce either salt water or fresh water. Not both. I am either trading the long side (bullish equities) or the short side (bearish equities) but never both. That’s just experience and knowing myself. 2. Review every chart of every position you own... READ MORE
I’ve always believed that an accurate way to take the measure of a person is to ascertain which books had the most significant influence on his or her life. Most people will find it difficult to be 100% truthful. I will endeavor to be truthful, but will adjust the... READ MORE
I was fortunate to spend a couple of days in San Francisco at the annual conference of the International Federation of Technical Analysts (IFTA). The event is unique on two fronts. One is that approximately 60% of the attendees are from outside the USA. The second is that this group... READ MORE
I’m off to a conference this week for the International Federation of Technical Analysts (IFTA). Why am I going? What do I hope to get out it? When you go to investment gatherings, what are your expectations? I’ve garnered essential benefits from a wide variety of seminars and... READ MORE
“It matters not how strait the gait, How charged with punishments the scroll, I am the master of my fate, I am the captain of my soul.” Nelson Mandela was so inspired by the last stanza from William Henley’s famous poem Invictus that he had it written on a... READ MORE
Over 20 years ago, I had a pivotal year as an investor with a seismic shift in my performance. Some might call it a personal passage or a transmutation. In reality, it was more like an impeccable conversion or DNA transfusion. You see, I was a numbers guy. I would... READ MORE
“Yesterday is a cancelled check, tomorrow is a promissory note, today is all about the equity in your hand so watch it closely.” I twisted around a famous quote to make my point. It’s understandable human nature that after the excitement of the hunt (i.e. stalking), and the... READ MORE
When I go to the Barrett-Jackson car auction in Scottsdale each year, I get literally glassy-eyed. Just too many cars I want to buy. But usually, I’m jarred back into reality by the acknowledgement that I ran out of garage space long ago. I’ve known stock market investors... READ MORE
Let’s get this out on the table first off. Stock market stalking is analogous to a lion stalking prey, not the paparazzi stalking a movie star. As investors, we’ll embrace the watchful, persistent and focused part of the definition, and we’ll toss the pester, frighten and harass... READ MORE
What do screensavers look like for people who actually live in Hawaii? That’s a question I’ll ask next time I go there on vacation. On the topic of vacations, as an investor / trader, how do you approach this challenge? Markets don’t close when you go to Disneyland.... READ MORE
Look around you. Anywhere you see the pursuit of excellence happening, you discover the same set of recurring universal truths. Great athletes make greatness look effortless. Great traders make trading seem natural. The fact is that those who’ve achieved mastery make greatness look easy. When I was a young... READ MORE