We provide comprehensive coverage of global financial markets shaped by more than 20 years of experience providing technical strategy research to institutional clients. Our views are aggregated in a weekly report that covers equities, commodities, currencies, and Treasuries, including in-depth comments and easy-to-read charts. Each report consists of specific stock and ETF recommendations designed for idea generation. All subscribers also receive a daily report covering technical catalysts, high-conviction signals, and market internal measures. For Access Plan and Premium Plan subscribers, we provide weekly sector “deep dives” that compile important indicator data for stocks compared against their peers, including commentary to facilitate market timing.
Beyond the written product, we offer specialized high-touch services to Access Plan and Premium Plan subscribers, who can access our team via calls, meetings, and emails/IB for responsive analysis in a dynamic market environment. Active traders and money managers use these proprietary services to identify catalysts and action items specific to their watchlists or portfolios. Premium Plan services range from portfolio analysis and chartbooks to custom filters and scans. We are available for “teach-ins” regarding project work, providing full disclosure of our methodology.
Founder and managing Partner
Katie Stockton, CMT
Katie Stockton is Founder and Managing Partner of Fairlead Strategies, LLC. Prior to forming Fairlead Strategies, Ms. Stockton served as Chief Technical Strategist for BTIG for four years and was Chief Market Technician at MKM Partners for nine years. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview, having launched her career as a technical analyst in San Francisco in 1997. Ms. Stockton received her Chartered Market Technician (CMT®) designation in 2001, and later joined the board of the CMT® Association, serving as Vice President from 2012 to 2016. In 2017, she was honored by The Technical Analyst, which awarded BTIG the Best Institutional Brokerage for Equity Research, for her work. In 2019, Ms. Stockton and Fairlead Strategies were finalists for Technical Analyst of the Year and Best Equity Research. She graduated magna cum laude with a BSBA from the University of Richmond, and she is currently a member of the Executive Advisory Council for the Robins School of Business. She frequently shares her views on CNBC, Bloomberg TV, and Fox Business News, and she often speaks at industry events and conferences.
Chief operating officer and partner
Tracy Townshend joined Fairlead Strategies, LLC in June 2019 as Chief Operating Officer. Previously she held roles in operations and business development in the nonprofit and pharmaceutical sectors. Ms. Townshend brings over 20 years of professional account management and technical sales experience. She graduated with honors from the University of Richmond where she received a BS in Biology and completed graduate work at the University of Illinois at Chicago in Health Information Management.