Equities New

Technical Analysis for the Informed Investor.

Fairlead Research

Independent Technical Research for Market Decisions

Daily and weekly market intelligence from Katie Stockton, CMT and the Fairlead research team. Built to help investors evaluate market trends, monitor risk, and support investment decision making.

Choose Your Access Level

Flexible research solutions for individual and institutional investors

Save money with an annual subscription

Basic

Core equity research access including daily and weekly reports such as Starting Line, Fairlead Tactics, and Sector Deep Dive

$199 / month
Save $389
  • Daily Starting Line report
  • Weekly Fairlead Tactics report
  • Weekly Sector Deep Dive report
  • Idea Generator included
  • Quarterly market outlook webinars
Subscribe

Premium

Full research access plus bespoke technical analysis, portfolio reviews, custom chartbooks, market scans, and filters

Custom Pricing
Starting at $12,500 annually
  • Everything in Access
  • Technical portfolio review
  • Custom chartbooks
  • Filters and scans
  • Increased research team access
Contact Us

Or Build Your Own

ETF Navigator, Cryptocurrency Compass, and Idea Generator are available individually

ETF Navigator

Standalone weekly ETF report covering tactical ETF trends, relative strength, and technical signals across multiple asset classes

$79 / month
Save $149
  • Weekly ETF Navigator report
  • ETF market monitor
  • Category-level ETF comparisons
  • Technical takeaways
  • Email updates
Subscribe

Cryptocurrency Compass

Weekly crypto research report applying Fairlead's technical framework to Bitcoin, Ether, and major digital assets

$25 / month
Save $50
  • Weekly Cryptocurrency Compass report
  • Bitcoin and Ether technical analysis
  • Support, resistance, and momentum levels
  • Relative strength commentary
  • Directional bias by time frame
Subscribe

Idea Generator

Weekly Substack product featuring one stock idea with annotated charts, technical rationale, and follow-up commentary

$9 / month
Annual pricing
  • Weekly Idea Generator post
  • One featured stock idea
  • Annotated charts
  • Technical levels and rationale
  • Subscriber-only events
Subscribe on Substack

Start Your Free 30-Day Trial

Get access to selected Fairlead research and see the framework behind our market views..

Request Free 30-Day Trial

The Fairlead Research Suite

Subscribers receive a structured set of research products designed to support market analysis, portfolio positioning, risk management, and investment decision-making

Starting Line

A concise daily report covering technical catalysts, notable technical signals, and key market internals

Learn More

Fairlead Tactics

The flagship weekly report covering equities, commodities, currencies, Treasuries, charts, commentary, and stock ideas

Learn More

Sector Deep Dive

Sector-level technical work designed to identify leadership, breakouts and breakdowns, and technical catalysts

Learn More

ETF Navigator

ETF-specific technical trends and signals across asset classes, time frames, and relative strength conditions

Learn More

Idea Generator

One featured stock idea per week, published on Substack and supported by Fairlead's technical framework

Learn More
Why Fairlead

Institutional technical strategy without the noise

Fairlead combines a disciplined research process, decades of technical market experience, and clear market interpretation. The product is designed for investors who need timely conclusions, not vague market commentary.

The work focuses on trend, momentum, relative strength, support and resistance, investor psychology, and practical risk levels.

25+ YearsMore than 25 years of institutional technical strategy experience across multiple market cycles
CNBC ContributorRegular CNBC contributor and frequent speaker at industry conferences and investor events
Daily and WeeklyDaily and weekly publications focused on trend, momentum, relative strength, and risk management
Fairlead Asset ManagementThe Fairlead process is applied not only in research, but also in managing rules-based investment strategies
Who It's For

Built for serious investors at every level

Fairlead research is designed for investors who want disciplined, independent technical analysis to inform their decisions.

Financial Advisors
RIAs & Wealth Managers
Wealth Management Firms
Family Offices
Multi-Family Offices
Institutional Investors
Hedge Funds
Asset Managers
Portfolio Managers
Chief Investment Officers
Investment Consultants
Endowments & Foundations
Pension Funds
Sovereign Wealth Funds
Active Individual Investors
Self-Directed Investors
High Net Worth Individuals
Retail Traders
Technical Analysts
Quantitative Strategists
Risk Managers
Sector Specialists
ETF Investors
Cryptocurrency Investors
Options Traders
Corporate Treasurers
Trading Desks
Independent Broker-Dealers
Founder and Managing Partner

Katie Stockton, CMT

Katie Stockton is the Founder and Managing Partner of Fairlead Strategies and one of Wall Street's most recognized technical analysts. She is an official CNBC Contributor and is widely followed for her objective coverage of U.S. equities, market trends, and bitcoin.

Fairlead's research reflects the institutional framework Katie developed over more than 25 years on Wall Street, including senior technical strategy roles at BTIG and MKM Partners.

Her work focuses on trend identification, momentum, relative strength, support and resistance, investor psychology, and rules-based market interpretation.

↑ TOP