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6 episodes with fairlead strategies
4 episodes with fairlead strategies
3 episodes with fairlead strategies
2 episodes with fairlead strategies
3 episodes with fairlead strategies
2 episodes with fairlead strategies
2 episodes with fairlead strategies
2 episodes with fairlead strategies
2 episodes with fairlead strategies
In this episode of Excess Returns, we welcome back Katie Stockton, founder and managing partner of Fairlead Strategies, for a deep dive into the current state of the market through the lens of technical analysis. Katie walks us through her outlook on U.S. and international equities, key sector rotations, and the signals her indicators are sending about what's next. We also explore the strategy behind her tactical ETF (TACK) and how investors can use chart-based insights to manage risk and identify opportunities in a complex macro environment.
Technical analysis, or the study of price, volume, and other charts to identify trends and predict future asset-price movements, is one tool in an investor's toolbox. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn interview market technician Katie Stockton, founder and managing partner of Fairlead Strategies, about the current technical setup for stocks, bonds, gold, and other assets.
The stock market dipped 3% on Wednesday, and I know many investors are getting nervous. Hearing from a technical analyst like Katie Stockton, founder of Fairlead Strategies, is particularly important now, when the leading macro analysts all seem to have wildly different outlooks. Note: We recorded this interview on Dec. 12.
Unlock the secrets to mastering the art of technical analysis with insights from the brilliant Katie Stockton of Fairlead Strategies. Together, we dissect the intricate world of investing strategies, emphasizing the pivotal importance of diversified exposure in financial markets. Learn how to navigate the emotional rollercoaster of fear of missing out (FOMO) with the precision of chart analysis, as we unravel the recent "big rotation" from tech to utilities that has reshaped market dynamics.As yields shift and AI speculation stirs the pot, the utilities sector stands out with surprising momentum. Discover how the TAC ETF strategy leverages an equal-weight sector approach, prioritizing utilities over tech, and why diversified risk-off exposures are crucial amid the challenges faced by long-term treasuries. This episode emphasizes the merits of a long-term investing approach, offering strategies to limit drawdowns and position portfolios for future market cycles. Gold and short-term treasuries take center stage as valuable assets in today's unpredictable landscape.Expand your perspective beyond US borders as we explore global markets, delving into technical analysis's role in assessing liquidity and macro-driven trends. Katie Stockton's expertise offers guidance on risk management and confirms breakouts in international markets, with a spotlight on China. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
With markets rising on a Donald Trump victory, how do you handle the initial reactions you see in markets? Katie Stockton, founder of Fairlead Strategies, discusses why market sentiment is measurable, the three big challenges that remain, and why she thinks we're heading to a more subdued trading environment. Learn more about your ad choices. Visit megaphone.fm/adchoices
With the MoneyShow Orlando just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Katie Stockton of Fairlead Strategies, Tom Bruni of Stocktwits, and Jonathan Hoenig of CapitalistPig joined Mike Larson to discuss what they're seeing and how they're navigating the current markets.Don't miss seeing them and more market experts in person in Orlando! Learn more and register: https://orlandomoneyshow.com/?scode=061246
The latest price moves and insights with Jennifer Sanasie and Fairlead Strategies founder and Managing Partner Katie Stockton.To get the show every day, follow the podcast here.Fairlead Strategies founder and Managing Partner Katie Stockton breaks down the recent spike in volatility across the crypto market and explains why she foresees a range-bound environment for equities and digital assets in the coming month.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The latest price moves and insights with Jennifer Sanasie and Fairlead Strategies founder and Managing Partner Katie Stockton.To get the show every day, follow the podcast here.Fairlead Strategies founder and Managing Partner Katie Stockton breaks down the recent spike in volatility across the crypto market and explains why she foresees a range-bound environment for equities and digital assets in the coming month.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What if you could navigate market volatility like a pro? Join us as we sit down with Katie Stockton, a Chartered Market Technician from Fairlead Strategies, who shares her expert insights on the recent spike in market volatility and its profound implications. Katie walks us through the transition from long-term bullish trends to a more cautious neutral stance, and what it means for future market pullbacks and opportunities. Learn about the pivotal shift in market leadership from high beta growth stocks to more stable value stocks, and how this balance is playing out between large caps and small/mid-caps.Sector dynamics are also under the spotlight as Katie highlights the potential revival in the energy and materials sectors. Hear about the promising signals from energy ETFs like XLE, OIH, and XOP, and the recovery prospects for base metals, especially copper. We also explore gold's unique bullish setup in the current commodity cycle and compare the defensive roles of healthcare and utilities sectors in today's market. Katie's breakdown offers a comprehensive view of sector shifts and how investors can position themselves to take advantage of these trends.Active management in volatile markets is a focal point as Katie explains how active managers can outperform through effective risk management and drawdown mitigation. Discover the significant role of technical analysis in identifying market trends and managing risk, particularly when fundamental factors take a backseat. Gain insights into the shifting dynamics of small cap and large cap benchmarks, the influence of the dollar's strength on market sectors, and the incorporation of international equity markets. This episode is packed with valuable advice and strategies, making it essential listening for any investor looking to navigate these turbulent times with confidence.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Katie Stockton, founder and managing partner of Fairlead Strategies, joins Investor's Business Daily's “Investing with IBD” podcast to discuss short-term market takeaways — and long-term momentum in stocks. Learn how to apply technical indicators to determine resistance levels in stocks like Amazon (AMZN) and why ETFs like VanEck Agribusiness (MOO) and stocks like General Mills (GIS) could be smart places to wait out potentially volatile periods. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz are joined by Katie Stockton of Fairlead Strategies. Katie is a statistician with decades of experience reading price action and technical indicators. Katie shares with us a few of her favorite strategies to identify potential winning stocks as well as how anyone can begin hedging against market volatility with (TACK). --- To learn more about Fairlead Strategies, click here. To sign up for the Fairlead Strategies Idea Generator, click here. To follow Katie Stockton on Twitter, click here. --- Yahoo Finance's website went through a redesign, and we love it! Austin has been using Yahoo Finance since college, and Robert frequents the site to check in on hedge fund activity. Check out Yahoo Finance! --- Watch the Frec webinar replay by clicking this link! --- Sign up for our next webinar, where we'll be learning all about trading options! --- ⭐ Download our FREE Budgeting Template – click here ⭐ Earn 5.1% on your savings with a High-Yield Cash Account – click here ⭐ Trade stocks, options, music royalties and crypto on Public – click here ⭐ Automatically buy stock where you shop with Grifin – click here ⭐ Protect your family with term life insurance from Suriance – click here ⭐ Use code “Spotify” for 15% off our 4-module video course – click here ⭐ Optimize your portfolio with Seeking Alpha – click here ---
The relief rally is beginning to show signs of life as the push-and-pull between earnings growth and rate cuts remains front and center. Bone Fide Wealth's Douglas Boneparth discusses. Plus, the U.S. is exactly six months away from the presidential election. Generation Lab's Cyrus Beschloss dives into a new survey on key political issues. And, Disney is out with its second quarter results this morning after its kitchen sink report three months ago. Fairlead Strategies' Katie Stockton lays out the technicals for the stock.
Almost a year ago, New York Community Bank (NYSE: NYCB) acquired Signature Bank's assets as a fresh banking crisis had emerged almost overnight. The fallout from the failure of Silicon Valley Bank wreaked havoc on financial markets and raised fears of a 2008 scenario.Over the past week, those fears have again come to life. NYCB issued a dismal earnings report, followed by a set of questionable disclosures. The stock tumbled, and commercial real estate values are again in question.With more write-offs and loan losses surely to come, why are many of the S&P Real Estate Sector fund components showing signs of life and stock price momentum? We pose this question to our guest, Katie Stockton, of Fairlead Funds.Fairlead recently added The Real Estate Select Sector SPDR Fund (XLRE) to their portfolio based on proprietary research utilizing technical analysis. Mortgage rates, which were in the 2-3% range during Covid, have recently retreated from the eight percent level and are bouncing between 6.5 and 7%.The stock market has reached new highs, unemployment is low, and job creation is strong. What comes next?What would John Bogle, founder of Vanguard Funds, comment if he were alive today? Would he continue to advocate for long-term investing in low-cost index-related funds? Yes.What does our guest, Katie Stockton, a Chartered Market Technician, have to say about current market conditions? Let's find out. Technical analysis is a methodology using charts and trends for forecasting the direction of prices through the study of past market data, primarily price and volume. Additionally, momentum and relative strength.1Fundamental analysis, in accounting and finance, is the analysis of a business's financial statements (usually to analyze the business's assets, liabilities and earnings); health; and competitors and markets.2GuestKatie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. 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.CNBC Fast Money, January 24, 2024With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions and individuals, and she is the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. For several years, she has been honored by The Technical Analyst, a U.K. based publication, including an award in 2022 for Best Cryptocurrency Research.Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school's Executive Advisory Council. She is a member of the Endowment Investment Committee for her church. Katie frequently shares her views on CNBC and other financial news networks.Jack BogleCNBC, Cramer, Obit, Jack Bogle was despised and he loved itJack Bogle Shares the Investment Lessons of a LifetimeJohn Bogle wikipediaJohn Bogle remarks to CFA Institute, May 23, 2017John Bogle advice About The Author And Podcast Host Tom LevineTom Levine is a Native Angelino and graduate of USC Marshall School of Business, the Claremont Colleges, and spent a term at the London School of Economics. Following a 25 year career in capital markets, Tom Levine founded Zero Hour Group in 2014. The Los Angeles, California-based firm provides consulting, strategic analysis, valuation and real estate services. Serving individuals, family offices, institutions and professional investors.Native Angelino Real Estate, established 2017, for residential, commercial and investment related transactions. Additionally, he is a broker and certified Short Sale and Forclosure specialist under the National Association of Realtors. (CADRE #2052698)The Native Angelino Podcast is underwritten and produced in conjunction with the Zero Hour Group, 1929 and Native Angelino Real Estate, and associated real estate assets.Native Angelino description found on iTunes:“From a vantage point within sight of the Hollywood Sign, seated beneath a palm tree, Tom Levine takes you on a twisted, exploratory tour of popular thought, the upside-down theories of classical economics, politics, and other strange things.Tom talks all things Los Angeles, bright new ideas, and complex topics of interest to creative thinkers and discerning skeptics.L.A. locals state with pride, "You can surf in the morning and ski in the afternoon." Well, if you get a really early start, it's true. Sometimes.Los Angeles is the City of the Angels, and Tom Levine is a Native Angelino.Neither the author, nor Native Angelino/1929, is a registered investment, legal or tax advisor or a broker / dealer. All investment/ financial opinions expressed here are from the personal research, experience, and opinions of the owner of the site and are intended as educational material. Although best efforts are made to ensure that all information is accurate, occasionally unintended errors and misprints may occur. Do your Own Research please. Our content is for informational purposes only. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.1929.live/subscribe
The latest price moves and insights with Jennifer Sanasie and guest Katie Stockton, founder and managing partner of Fairlead Strategies.To get the show every day, follow the podcast here.On "Markets Daily," host Jennifer Sanasie speaks with Katie Stockton, founder and managing partner of Fairlead Strategies, as she breaks down the models and charts she's watching this week, meaningful changes to the bitcoin versus ether ratio and updates on altcoin market moves.-Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry's most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl, alongside Senior Booking Producer Melissa Montañez. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The latest price moves and insights with Jennifer Sanasie and guest Katie Stockton, founder and managing partner of Fairlead Strategies.To get the show every day, follow the podcast here.On "Markets Daily," host Jennifer Sanasie speaks with Katie Stockton, founder and managing partner of Fairlead Strategies, as she breaks down the models and charts she's watching this week, meaningful changes to the bitcoin versus ether ratio and updates on altcoin market moves.-Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry's most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl, alongside Senior Booking Producer Melissa Montañez. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process. We cover Katie's approach to asset allocation, how she incorporates technical analysis into her strategy, international diversification, the benefits of a financial advisor, her views on leaving money to kids and a lot more. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
Chief Market Strategist Tom Herrick and guest Katie Stockton, Founder and Lead Principal with Fairlead Strategies, review four high-level recommendations from Cary Street Partners' 2024 Market Outlook. (Transcript & Disclaimer: https://bit.ly/CSP-Podcast-E10)
Stocks bounced in the final hour but it wasn't enough to turn the averages positive on the session. Ariel Investments' Charlie Bobrinskoy and BNY Mellon's Jake Jolly on how to position as earnings season ramps up. CEA Chair Jared Bernstein talks the state of the economy and the Biden administration's plan to target bank overdraft fees. Piper Sandler analyst Patrick Moley on Charles Schwab's sell off after earnings; Oppenheimer's Dominick Gabriele on Discover Financial earnings. Fairlead Strategies founder Katie Stockton on why the technicals support more upside for Nvidia, despite its wild 2023. Prologis CEO Hamid Maghadam on the company's latest quarter and how the macro environment is impacting logistics.
Ralph Acampora is known as the “Godfather of Technical Analysis” thanks to his half-century of experience on Wall Street. Katie Stockton is a Chartered Market Technician (CMT) and founder and managing partner of Fairlead Strategies, LLC. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota in early December – the two top technicians tackle the 2024 outlook for stocks, bonds, precious metals, and more.Katie leads off with a discussion of why she's constructive on equities, but why she needs to see a confirmed upside breakout and improving breadth to get more bullish. She explains why there has been a difference between how the stock market LOOKS and how it FEELS – covering mega-cap technology outperformance, the first signs of sector rotation in Q4 2023, and which two groups she's watching to see if that move has legs. She later discusses why interest rates should trend lower in H1 2024, supporting equities, and shares her technical take on gold after it tested all-time highs. Finally, Katie highlights three stocks that look to be bullishly breaking out of basing patterns.For his part, Ralph talks about the extraordinarily powerful bottoming action he identified in October 2022 – and why it helped signal a big bull run was coming. While he feels parts of the market like technology are tired, he's still constructive on stocks. His key comment? “Rotation is the lifeline of the bull market”...and he's starting to see money migrate to groups like financials, travel and leisure, and even REITs. Ralph goes on to highlight one subsector he's extremely positive on, as well one group he's watching closely but “can't pound the table on just yet.”Be sure to check out our 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. Ralph will be joining a main stage panel and teaching a MoneyMasters Class onsite. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246
What if there were a way to navigate the complex world of financial markets with more confidence and precision? Our latest episode presents an enlightening discourse with Katie Stockton, a seasoned market strategist and founder of Fairlead Strategies. Katie has a knack for simplifying the intricate world of technical and intermarket analysis. Her approach creates actionable insights, helping investors make informed decisions. Her journey from hand-charting point and figure charts to running her own firm stands testimony to her deep understanding of financial markets.This episode isn't just about Katie's rich trajectory, it's also about exploring the role of treasury yields in market sentiment, the importance of market participation, and the effects of breath expansion. We dig into the influences of mega cap stocks on market breadth and explore possibilities for a shift in this dynamic. Katie's bullish outlook on crude oil and natural gas provides interesting perspectives, and the discussion on treasury yields' effects on defensive sectors brings a new depth of understanding.Wrapping up, we journey through various investment strategies and dissect prevailing market outlooks. The conversation steers towards the importance of a sturdy portfolio base and identifies potential outperformance areas. If small and mid-cap arenas or emerging markets intrigue you, this is a must listen. Finally, Katie enlightens us on how to measure and utilize sentiment across different asset classes and how to use technical factors like support and resistance levels to seize opportunities. This dialogue with Katie Stockton is sure to arm you with valuable insights for your investing journey. Don't miss it!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Support the show
Katie Stockton, founder and managing partner of Fairlead Strategies, climbs back aboard The Express to share what the most important charts and indicators in the stock market are telling us right now. She shares her outlook for the broader market, individual sectors and cryptocurrency as seen through key technical indicators like the DeMark Indicator and MACD. Plus, it's a huge week for huge stocks like Apple and Alphabet given the new iPhone release and the DOJs antitrust suit against Google. We'll get you ready for the week ahead. Links for show notes: https://www.justice.gov/opa/pr/justice-department-sues-google-monopolizing-digital-advertising-technologies https://www.investopedia.com/arm-5-billion-ipo-is-the-years-biggest-us-yet-valued-at-over-50-billio-7965387 https://www.fairleadstrategies.com/trial https://www.investopedia.com/ask/answers/071414/whats-difference-between-moving-average-and-weighted-moving-average.asp https://www.investopedia.com/us-household-net-worth-grows-gains-in-stocks-real-estate-7967556 https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.fairleadstrategies.com/about https://www.fairleadfunds.com/tack https://www.investopedia.com/apple-announces-september-event-with-iphone-15-release-expected-7963221 https://www.youtube.com/watch?v=OLenSrOsWLc https://www.investopedia.com/terms/m/macd.asp
Katie Stockton, founder and managing partner of Fairlead Strategies, climbs back aboard The Express to share what the most important charts and indicators in the stock market are telling us right now. She shares her outlook for the broader market, individual sectors and cryptocurrency as seen through key technical indicators like the DeMark Indicator and MACD. Plus, it's a huge week for huge stocks like Apple and Alphabet given the new iPhone release and the DOJs antitrust suit against Google. We'll get you ready for the week ahead. Links for show notes: https://www.justice.gov/opa/pr/justice-department-sues-google-monopolizing-digital-advertising-technologies https://www.investopedia.com/arm-5-billion-ipo-is-the-years-biggest-us-yet-valued-at-over-50-billio-7965387 https://www.fairleadstrategies.com/trial https://www.investopedia.com/ask/answers/071414/whats-difference-between-moving-average-and-weighted-moving-average.asp https://www.investopedia.com/us-household-net-worth-grows-gains-in-stocks-real-estate-7967556 https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.fairleadstrategies.com/about https://www.fairleadfunds.com/tack https://www.investopedia.com/apple-announces-september-event-with-iphone-15-release-expected-7963221 https://www.youtube.com/watch?v=OLenSrOsWLc https://www.investopedia.com/terms/m/macd.asp
Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn talk with Katie Stockton, founder and managing partner of Fairlead Strategies, about the technical setup for the stock market, industry sectors, oil, gold, and more.
In this last US Markets Wrap of the first half of 2023, Katie Stockton, Founder & Managing Partner of Fairlead Strategies explores whether now is the time to take an offensive stance in the tech sector and beyond. She also analyzes Micron's unexpected stock decline despite positive earnings, the susceptibility of the energy sector to oil price fluctuations, the significance of China's role in the second-half, and the market's response to Federal Reserve Chair Jerome Powell's statements. Presented by Sean Cheong / Produced by Yeo Kai Ting (ykaiting@sph.com.sg) This podcast is edited by Anthea Ng (nganthea@sph.com.sg)See omnystudio.com/listener for privacy information.
The S&P is up 7% for the year so far. A welcome relief after 2022's dismal performance. So is the market in a new bull uptrend? Or are we simply experiencing a bear market rally off the October lows, one will fail at some point and drag the markets back down later this year? To help us assess, we're fortunate to welcome market technician & portfolio manager Katie Stockton, Founder and Managing Partner of Fairlead Strategies to the program. Follow Katie at https://www.fairleadstrategies.com/ Or on Twitter at @StocktonKatie ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ Subscribe to our YouTube channel: https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1 Follow Adam on Twitter: https://twitter.com/menlobear Follow us on Facebook: https://www.facebook.com/Wealthion-109680281218040 #stockmarket #bearmarket #technicalanalysis ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.
In this episode we talk technical analysis with Fairlead Strategies founder Katie Stockton. As fundamental investors, this one was a great learning experience for us as we covered a wide range of ways in which technical analysis can help all of us in our investment strategies. We discuss the major tools available to technical analysts and how Katie thinks about deploying them, how Katie uses technical analysis to build a sector rotation portfolio that also manages risk and how fundamental investors can use technical analysis to improve their investment strategies. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision As corporate earnings season rolls on, let's take a technical look at the price action. Maggie Lake is joined by Katie Stockton, founder and managing partner of Fairlead Strategies, to discuss the technical setup for markets, key levels to watch, and what risks are facing investors. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Katie Stockton from Fairlead Strategies joins us to give her updated outlook on the S&P500, and what she says investors should expect in the first half of this year. Plus, we deconstruct the TACK ETF, that Fairlead manages, so you can better understand if it is a good fit for your portfolio. Get Access To Austin's $2 Million Portfolio Initiative On Cash Flow Freaks - https://bit.ly/cashflowfreaks-----Follow Investing Experts Podcast on Seeking Alpha to view this episode's show notes, data visualizations, and transcription - https://bit.ly/3WmuUTZ
U.S. stocks fell to start the week, with the Nasdaq leading to the downside. As of Friday's close, the S&P 500 had fallen 5.6% so far this month. So, how much more room is there below? Let's see what the charts have to say. On today's show, Katie Stockton, the founder and managing partner of Fairlead Strategies, joins Maggie Lake to share her short- and long-term outlook for the markets and review the technical risks facing investors as we head into the new year. Plus, we'll hear from Felix Zulauf about why he sees a more brutal wave of inflation coming in 2023 and beyond, and Peter Brandt on why he's bullish on gold in the new year. Watch the Felix Zulauf interview here: https://rvtv.io/3BFy1hI. Watch Peter Brants' interview here: https://rvtv.io/3uNHSyb. We want to hear from you, so make sure to get your questions in. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Katie Stockton, founder and managing partner of Fairlead Strategies and portfolio manager of the $TACK ETF, joins Jack Farley to share her analysis of the charts of stocks, bonds, and commodities. In the first technical analysis interview on Forward Guidance, Stockton explains and incorporates indicators such as moving average convergence divergence (MACD), Ichimoku clouds, moving averages, and stochastic oscillators. She tells Jack that in the short-run, the technicals remain bearish for the S&P 500, and she also offers her reading on oil, gold, and the 10-year Treasury yield. Filmed on Friday, December 16, 2022. -- Follow Katie Stockton on Twitter https://twitter.com/StocktonKatie Follow Jack Farley on Twitter https://rb.gy/uesguv Follow Forward Guidance on Twitter https://rb.gy/cy0dki __ This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/forward_guidance, you'll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. __ Follow Blockworks on Twitter https://rb.gy/igyzsj Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- Timestamps: (00:00) Introduction (01:23) Key Concepts In Technical Analysis (TA) (05:30) Support And Resistance (11:06) Combining Different Indicators To Draw Conclusions (24:02) Curve Ad (25:08) Moving Average Convergence Divergence (MACD) Explainer (33:02) Outlook on S&P 500 (35:36) Outlook on Oil (44:48) Gold (46:47) Treasury Yields (50:24) Sector Analysis (54:18) Common Mistakes In Technical Analysis -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
CNBC's Bob Pisani spoke with Katie Stockton, Founder of Fairlead Strategies, and Ben Lavine, CIO of 3-D-L Capital Asset Management. With the fundamental picture next year looking cloudier by the minute, many investors are turning to technical analysis to determine where to put their money to work next. Today on the show they laid out some key asset sector rotation and asset allocation strategies to help ETF investors wade through the murky economic environment. In the Markets ‘102' portion of the podcast, Bob continues the conversation with Katie Stockton from Fairlead Strategies.
Stocks pulled back hard to start the week, as new economic data caused more uncertainty about the Fed's rate hike path. Former Council of Economic Advisers chair Jason Furman discusses how high he thinks the Fed will have to raise rates, and if a soft landing for the economy can be achieved. Katie Stockton from Fairlead Strategies and Alli McCartney from UBS give their take on the market pullback. Eurasia Group's Ian Bremmer talks about the impact of a softer approach to Covid in China. Plus the latest on oil's wild day, Tesla's pullback, and why REITs are feeling the heat.
Stocks closed mostly lower after an up-and-down session, as investors weighed strong earnings against rising yields and weaker data. Katie Stockton from Fairlead Strategies joins with her call for a multi-week relief rally. Netflix was a major outperformer following blowout earnings and subscriber numbers. Macquarie analyst Tim Nollen breaks down how the company's ad-tier could impact future results. Meantime Palantir and Hertz announced a partnership to use data to improve the rental car experience. The CEOs of both companies join exclusively to explain the deal. And the CEO of Citizens Financial Group discusses the plunge in mortgage demand and the impact on regional banks.
This week, David Clark is joined by Katie Stockton, Founder and Managing Partner at Fairlead Strategies. Katie shares about her career path, roots with Dorsey Wright, and thoughts on the equity market.
Record-high temperatures and a severe drought in west-central China has crippled hydropower generation and prompted the shutdown of many factories in the latest blow to a Chinese economy already weighed down by stagnant consumer spending and a deeply troubled real estate market. Meanwhile, Prime Minister Fumio Kishida said Japan will re-start more idled nuclear plants and look at developing next-generation reactors to stabilize the island nation's energy supply. Real Vision's man on the ground in Asia, Weston Nakamura, joins Maggie Lake at the top of today's Daily Briefing to talk about what trouble in the East means for the West and how it's playing out in forex markets. Then, Katie Stockton, the founder and managing partner of Fairlead Strategies, joins Maggie to share a technical view of the market, including key levels for the S&P 500, energy commodities, and the U.S. dollar. We also hear from Michael Howell, the founder of CrossBorder Capital, on the dollar and what its movement tells us about global liquidity. Watch the full video featuring Michael Howell and Ash Bennington here: https://rvtv.io/3POP7Oh. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks gave up an early rally, closing lower for the day, following a report on Apple warning about slower hiring and spending for some teams. Katie Stockton from Fairlead Strategies breaks down the key levels to watch on the S&P 500 following the reversal. Meantime Bank of America's CEO Brian Moynihan joins to break down his company's earnings report, and whether or not he sees any signs of a recession on the horizon. And analyst Michael Nathanson discusses the key things to watch when Netflix kicks off FANG earnings on Tuesday.
Renowned technical analyst Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm. Additionally this year, she became lead portfolio manager of the Fairlead Tactical Sector ETF - $TACK. Her conservative and unbiased approach to markets has helped clients navigate volatility for 25 years and she has now translated that discipline into an investable strategy. This month's interview was really a masterclass in how to responsibly analyze markets – top down, multi-timeframes, quantifiable measures, bottom-up corroboration on sectors and individual securities all in a repeatable process. Dynamite takeaways for our listeners in every role of the investment industry. This month's conversation takes listeners on a journey across three sets of market indicators: trend following, mean reverting and market internals. With each measure there is exact science in the computations of market statistics, but also nuance in how to interpret their message in the context of multiple timeframes and larger market regime shifts. Beyond the commonly used technical tools, Katie also employs ichimoku clouds and the TD Sequential and TD Combo tools from highly decorated market timer, Tom DeMark. Listeners will understand the use of these and many other tools in the context of Katie's systematic approach to analysis and money management. To better understand the concepts covered, and current market commentary, we recommend reviewing the supplemental resources accompanying this episode using this link https://go.cmtassociation.org/ftge19
A number of factors are driving the price of natural gas through the roof for many households and corporations. But when will utility prices peak? John Bartlett of Reaves Asset Management weighs in. Plus, the debate over a coming U.S. recession is growing more intense, with Goldman Sachs and Nomura saying an economic downturn is more likely than not. John Stoltzfus of Oppenheimer Asset Management and Andrzej Skiba of RBC Global Asset Management give us their thoughts. And, it's been a brutal few weeks for the stock markets, as investors weigh more aggressive action by the Fed. Katie Stockton of Fairlead Strategies explains why some “oversold” indicators are flashing and how we could see some temporary relief this week.
The Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite were all well in the green deep into Monday's trading session. “An oversold bounce is underway for the major indices in welcome relief from the downside momentum that characterized the preceding 7-8 weeks,” notes Katie Stockton, founder and managing partner at Fairlead Strategies. “We are viewing the oversold bounce as likely to present a selling opportunity.” Stockton joins Real Vision's Maggie Lake to talk about technical analysis and her bullish short-term and bearish long-term views on stocks. We also hear from Imran Lakha about Bitcoin, Ethereum, and recent price action in the crypto market. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3aybn0d. Watch the full conversation featuring Imran Lakha and Ash Bennington here: https://rvtv.io/3auYlR8. To view Katie's charts click here: https://rvtv.io/3GXDj9D Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we review the state of the U.S stock market from the perspective of charts and trends —— technical analysis.Our guest, Katie Stockton of Fairlead Strategies, is one of the most talented and respected technical analysts working in financial markets.She will mention the term “Fibonacci retracement,” which is a tool derived from an Italian mathematician’s work in 1202 and first discovered by Indian scholars in 200 BC.The pattern can be found many places in nature, such as in the spiral of a pine cone, the arrangement of seeds in a sunflower, the branching of a tree, the shape of a seashell, and even in a DNA molecule.With Katie as portfolio manager, Fairlead has recently launched a “Tactical Sector ETF” under the symbol TACK. Fairlead Strategies employs a systematic approach to technical analysis focused on the identification of important trends and support & resistance levels. Mathematically based tools facilitate tactical market timing and positioning.Technical analysis is a methodology using charts and trends for forecasting the direction of prices through the study of past market data, primarily price and volume. Additionally, momentum and relative strength.Fundamental analysis, in accounting and finance, is the analysis of a business's financial statements (usually to analyze the business's assets, liabilities and earnings); health; and competitors and markets.Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. 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, Katie provides research and consulting services to institutions and individuals, and she is the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. For several years, she has been honored by The Technical Analyst, a U.K. based publication, including an award in 2022 for Best Cryptocurrency Research.Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school’s Executive Advisory Council. She is a member of the Endowment Investment Committee for her church. Katie frequently shares her views on CNBC and other financial news networks.About The Author And Podcast HostFollowing a 25 year career in capital markets, Tom Levine founded Zero Hour Group in 2014.The Los Angeles, California-based firm provides consulting, strategic analysis, and real estate services. Services are offered nationwide and across a variety of sectors. The firm's clients range from family offices and high net worth individuals to institutions and professional investors. Real Estate related transactions are brokered through our subsidary firms, Native Angelino Real Estate and WEHO Realtor.Tom Levine is a Native Angelino and graduate of USC Marshall School of Business, the Claremont Colleges, and spent a term at the London School of Economics. Additionally, he is a certified Short Sale Specialist under the National Association of Realtors.PodcastThe Native Angelino Podcast is underwritten and produced in conjunction with the Zero Hour Group, a consulting and strategy firm, parent to 1929, Native Angelino Real Estate, and associated real estate assets.Native Angelino description found on iTunes:“From a vantage point within sight of the Hollywood Sign, seated beneath a palm tree, Tom Levine takes you on a twisted, exploratory tour of popular thought, the upside-down theories of classical economics, politics, and other strange things.Tom talks all things Los Angeles, bright new ideas, and complex topics of interest to creative thinkers and discerning skeptics.L.A. locals state with pride, "You can surf in the morning and ski in the afternoon." Well, if you get a really early start, it's true. Sometimes.Los Angeles is the City of the Angels, and Tom Levine is a Native Angelino. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.1929.live/subscribe
While Cramer is off this week, CNBC's Frank Holland examines tech stocks - once a safe-haven in volatility is now this year's laggard. Dan Ives of Wedbush Securities and Kate Stockton, Founder of Fairlead Strategies, discuss opportunities in the space despite the carnage. Jim Cramer gives his take on whether the recent tech wreck looks like another dotcom bubble bursting. Plus, a Silicon Valley insider who says 2022 is already too risky.
Katie Stockton, founder at Fairlead Strategies, says the market appears to be in a long-term trading range for 2022, not because of the geopolitical concerns over war in Ukraine or the worrisome inflation numbers or pressure on interest rates at home, but instead based on technical reasons which show that the major indexes have lost upside momentum and will struggle to get it back. In the Big Interview, Scott Knapp, chief market strategist for CUNA Mutual Group, says that the conflict in Ukraine has changed the headlines, but it shouldn't have changed portfolios much because economic struggles were easy to foresee at the end of last year; likewise, he's not changing his outlook or strategy for 2022 until he sees a slowdown in demand and a reduction in gross domestic product. This show also features John Cole Scott of Closed-End Fund Advisors and the Active Investment Company Alliance, discussing the promising investments created by an important recent evolution in closed-end funds, and Kevin Kelly of Kelly ETFs -- a firm with funds specializing in gene-editing technology, residential and apartment real estate, and hotel and lodging companies -- talks stocks in the Market Call.
Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. She is the managing partner of Fairlead Strategies, a technical research firm. Here is a brief rundown of our conversation. Started with a strong affinity for mathematics given the need for concise analysis – a binary takeaway that can be applied to markets.Technical analysis provides a visual element to help understand the markets, driven solely by price action.Worked as an analyst under mentors who taught her about different indicators and tools, which she combined in order to provide value as a trader and then later as a researcher. Consistency is key.Fairlead uses a collection of indicators to provide buy and sell signals. The real upside is in the uptrend, although certain momentum gauges can determine when trends are accelerating or ending. Katie is monitoring initial signs of upside exhaustion in the S&P 500 despite positive seasonal influences at the moment. A higher volatility regime could unfold next year, similar to 2018, a rangebound year which benefitted investors with a more intermediate-term timeframe.
DB-Nov 18,2021: Katie Stockton, founder, and managing partner at Fairlead Strategies joins to chat about her outlook for stocks as we head into the end of the year. The major indices remain in consolidation phases that she views as healthy pauses within their uptrends. Katie's short-term indicators are mixed for a neutral takeaway, but she expects them to turn higher next week as the holiday season begins. Semiconductor stocks have been a source of upside leadership since bottoming in early October. Lumber futures have also made an explosive three-day move, narrowly avoiding a breakdown. Katie will also talk about gold and dollar breakouts. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/30DbrXf Learn more about your ad choices. Visit megaphone.fm/adchoices
DB-Nov 01,2021: Seasonal effects on the markets are in play with heightened volatility and earnings causing aggressive price movement across asset classes. Katie Stockton, CMT, founder of Fairlead Strategies, dives into the charts to examine tech, commodities, precious metals, and cryptocurrencies. With mega cap tech stocks such as Tesla, Apple, and Microsoft leading equity markets higher and oil's rally cooling slightly today, she evaluates both the technical and fundamental drivers underlying price action, lays out what investors should be watching for, and provides her forward outlook for the coming months into the new year. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3bwZCUY Learn more about your ad choices. Visit megaphone.fm/adchoices
The CEO of the British Ports Association discusses how a shortage of truck drivers is not only impacting gasoline supplies, it's also creating a bottleneck at the UK's ports. Plus, why natural gas prices are astronomically higher in Europe vs. the United States, and the real-world impact. And, Go Big Or Go Home: Katie Stockton of Fairlead Strategies delivers some of her best investment ideas for Q4 and into 2022.
Katie Stockton of Fairlead Strategies joins The Express to go inside the most important charts and trends underlying global stocks, Bitcoin and other securities, and shows us where the strengths and weaknesses really are. Plus, why the full economic recovery many of us expected, may have to wait until 2022. And, Happy Birthday to Warren Buffett!
Katie Stockton of Fairlead Strategies joins The Express to go inside the most important charts and trends underlying global stocks, Bitcoin and other securities, and shows us where the strengths and weaknesses really are. Plus, why the full economic recovery many of us expected, may have to wait until 2022. And, Happy Birthday to Warren Buffett! See acast.com/privacy for privacy and opt-out information.
Katie Stockton, founder and managing director at Fairlead Strategies, says that the market's recent volatility has changed investor sentiment but that mood change actually is creating buying opportunities. Stockton says she does not see much pressure for a correction in the market now, in spite of the market's nervousness; she notes that much of the downside nervousness is around mega-cap stocks, again creating opportunities for investors away from the headlines. Looking at fundamentals, Jeff Weniger, head of equity strategy for WisdomTree Asset Management, says that the current market theme is 'inflation, inflation, inflation' and that the reflation/inflation story will likely drive much of the market action for the next year or two. In the NAVigator segment, Patrick Galley of RiverNorth Capital Management talks about how the narrowing of discounts in muni-bond closed end funds doesn't change the attractiveness of the asset class, nor make its relatively high tax-equivalent yields less attractive. And in the Market Call, Clark Kendall of Kendall Capital gives his take on both stocks and ETFs.
The Allstarcharts Podcast on Technical Analysis Radio: Current Market Analysis For Traders
JC Parets · Season 3 EP 24: Katie Stockton, Founder & Managing Partner, Fairlead Strategies I'm so excited to have Katie Stockton on the podcast. Katie is someone whose work I've followed my entire career. Even early on, she was there talking about oscillators and price behavior. She's certainly on the list of Technicians who have influenced my work over the years. Back in the day she worked with Mike Hurley, another friend of the podcast and our featured guest in mid-March. After spending most of her career on the sell side, Katie has adapted to the changes in traditional wall street research and has now gone independent, recently founding Fairlead Strategies. This was a fun conversation that I really enjoyed. Prior to recording, I told her to just pretend we're at a wine bar with our laptops. What would that sound like? This is that! Click here return to the episode page
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