Katie Stockton, CMT is founder and managing partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is also the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as chief technical strategist for BTIG and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview. With help from the Fairlead Strategies team, Ms. Stockton provides research and consulting services to institutions and individuals. She frequently shares her views on CNBC as an official CNBC contributor, as well as other financial media outlets.
Equity markets have been characterized by narrow leadership on the sector front. Being in the right sectors has been the key to outperformance. Katie Stockton will present the strategy behind TACK, the first ETF offering from Fairlead Strategies, that leverages sector leadership in the US equity market, while managing through downdrafts by incorporating exposure to other asset classes, including Treasuries, gold, and cash.
The cannabis industry holds a great deal of potential from a fundamental perspective, but cannabis stocks are prone to significant volatility that can be difficult to navigate. Fairlead Strategies believes technical analysis is one of the best ways to identify opportunities and to manage risk associated with early adoption. Katie will present the methodology behind her monthly Cannabis Compass report, focusing on the most actionable setups in the space.
Join Katie Stockton, CMT, founder and managing partner of Fairlead Strategies, for an in-depth discussion about the markets from a technical perspective, focused on important global trends and support and resistance levels. Learn about her preferred technical indicators for market timing, risk management, and identifying opportunities.
We can all see where there is momentum in the stock market, but the real potential may lie with the diamonds in the rough, particularly in a market that is rewarding value stocks. Technical analyst Katie Stockton, CMT will share the technical tools she uses to identify long-term base breakouts. She combines accessible trend-following gauges with analysis of key resistance levels to discover turnarounds in a large universe of stocks.