STRATEGIES

Katie Stockton

Founder and Managing Partner,

Fairlead Strategies, LLC

Founder and Managing Partner, Fairlead Strategies
Award-Winning Chartered Market Technician (CMT®)
Frequent Guest on CNBC, Bloomberg TV, & Other Financial News Networks

About Katie

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.

Katie's Videos

Taking a TACK-tical Approach to Market Volatility

Join this session with Katie Stockton as she covers the strategy behind TACK and the benefits of tactical sector investing and asset allocation. Katie will also share her market outlook, the benefits of active management, and the appeal of ETFs versus mutual funds.

Katie Stockton

TECHNICAL ANALYSIS

30:04

Using Technical Tools to Navigate Market Extremes

Katie Stockton and Will Tamplin will focus particularly on the stochastic oscillator, a tool useful for helping identify reversals in financial markets. They'll explore its underlying principles, how it's calculated, and most importantly, how to interpret its signals effectively. By the end of this session, you'll have a solid understanding of how to integrate the stochastic oscillator into your trading toolkit, empowering you to make more informed decisions with your investment portfolio.

Katie Stockton

TRADING TOOLS

32:29

Applying Systematic Technical Analysis to Manage Risk

Katie Stockton, CMT will share her long-standing methodology to help you manage risk in a challenging market. She will discuss her approach and demonstrate how to use her most valuable concepts and tools to be on the right side of the trend. Ms. Stockton will show how she puts these inputs together to arrive at a clear takeaway for controlling risk, including real-world examples from today's markets. You will leave the session feeling more confident in applying a systematic, technical approach to your own portfolio.

Katie Stockton

TECHNICAL

32:52

Katie Stockton

About Katie

Katie's Videos

Mid-Year Portfolio Review