Technical Insight is a Tactical Advantage
Independent technical research trusted by institutional and individual investors alike. Fairlead delivers the market clarity that serious investors need to act with conviction.
Objective technical analysis across markets
Clear market direction and risk levels
Built from decades of technical strategy experience
Designed for advisors, individuals, traders, and institutions
Research, Insight and Market Commentary
Fairlead provides technical research, consulting, and asset management solutions that help investors evaluate market trends, support portfolio positioning decisions, and improve risk management discipline.
Research Products
Daily and weekly technical research across equities, sectors, ETFs, commodities, currencies, and Treasuries — built on a disciplined framework developed over decades of institutional market analysis.
Explore Research →Fairlead Asset Management
Fairlead's rules-based technical methodology powers the Fairlead Tactical Sector ETF (TACK), a model-driven strategy designed to navigate changing market environments through systematic sector rotation and dynamic asset allocation.
View ETFs →Media + Social
Katie Stockton and the Fairlead team are regular contributors across major financial media including CNBC, Barron's, and The Wall Street Journal. Follow along for market interviews, video commentary, podcasts, and live event appearances.
Watch Media →Choose Your Access Level
Flexible research solutions for individual and institutional investors
Basic
Core research access including daily and weekly reports such as Starting Line, Fairlead Tactics, and Sector Deep Dive.
- Daily Starting Line report
- Weekly Fairlead Tactics report
- Weekly Sector Deep Dive report
- Idea Generator included
- Quarterly market outlook webinars
Access
Expanded research access for investors and teams that want core reports plus ETF research and implementation support.
- Everything in Basic
- Weekly ETF Navigator report
- Introductory call
- Q&A with research team
- Team access for up to 5 users
Premium
Full research access plus bespoke technical analysis, portfolio reviews, custom chartbooks, market scans, and filters.
- Everything in Access
- Technical portfolio review
- Custom chartbooks
- Filters and scans
- Increased research team access
Or Build Your Own
ETF Navigator, Cryptocurrency Compass, and Idea Generator are available individually
ETF Navigator
Standalone weekly ETF report covering tactical trends, relative strength, and technical signals across multiple asset classes.
- Weekly ETF Navigator report
- ETF market monitor
- Category-level ETF comparisons
- Technical takeaways
- Email updates
Cryptocurrency Compass
Weekly crypto research applying Fairlead's technical framework to Bitcoin, Ether, and major digital assets.
- Weekly Cryptocurrency Compass report
- Bitcoin and Ether technical analysis
- Support, resistance, and momentum levels
- Relative strength commentary
- Directional bias by time frame
Idea Generator
Weekly Substack product featuring one stock idea with annotated charts, technical rationale, and follow-up commentary.
- Weekly Idea Generator post
- One featured stock idea
- Annotated charts
- Technical levels and rationale
- Subscriber-only events
Start Your Free 30-Day Trial
Get access to selected Fairlead research and see the framework behind our market views