Our Services
technical analysis research & consulting
Our research draws on more than 25 years of experience delivering institutional-grade technical strategy- now accessible to investors of all types. We provide comprehensive coverage of global financial markets, supported by disciplined data-driven analysis.
Weekly Market Report
Our flagship weekly publication Fairlead Tactics delivers a broad overview of equities, commodities, currencies, and Treasuries, supported by clear commentary and easy-to-interpret charts. Each report includes specific stock ideas to help fuel investment insights and decision-making.
Daily Insights
Subscribers also receive a concise daily report, Starting Line, highlighting technical catalysts, high-conviction signals, and key market internals. This helps investors stay aligned with evolving conditions and emerging opportunities.
Weekly Sector Deep Dive
Our sector-level reports compile essential indicator data across industries and compare stocks with their peers. These “deep dives” are designed to facilitate market timing, risk management, and identification of sector-based opportunities.
Additional Weekly Reports
ETF Navigator - A comprehensive look at ETF-specific trends and signals covering multiple asset classes and time frames.
Cryptocurrency Compass - Technical insights on major digital assets and related market drivers.
premium services
For clients seeking a more interactive, high-touch experience, we offer direct access to our team through calls, meetings, email, and Instant Bloomberg (IB). These proprietary services are built for investment advisors, active traders, and asset managers who need responsive, customizable analysis.
Premium services may include
Periodic video calls for bespoke analysis
Portfolio reviews and optimization
Custom chartbooks
Tailored scans and technical screens
Project-based “teach-ins” with full transparency into our methodology
Fairlead tactical sector etf (TAck)
Fairlead Strategies serves as sub-advisor to the Fairlead Tactical Sector ETF (TACK), managed by our founder, Katie Stockton. TACK is a model-driven exchange-traded fund built on Fairlead Strategies’ disciplined technical approach, complemented by a discretionary overlay for unusual market conditions.
The strategy seeks to:
Capture sector leadership through trend-following, and
Mitigate equity market downturns using dynamic asset allocation.
TACK’s model is rooted in technical analysis with an emphasis on indicators that identify long-term trends and major reversals. After initial opportunities are flagged, a quantitative momentum overlay is applied to refine sector and asset positioning.