In this episode, Tom Levine asks Katie Stockton of Fairlead Strategies how she uses technical analysis—price charts, support and resistance levels, and momentum signals—to interpret market behavior.
The summer of 2025 has brought new stock market highs even in the face of tariffs, potential trade wars, shooting wars, a declining dollar and continued volatility across asset classes.
Katie Stockton, CMT is a nationally recognized expert in technical analysis and the founder of Fairlead Strategies, an independent research firm.
Her approach helps investors and advisors navigate complex markets through structure, not speculation.
Katie’s work encompasses all major sectors of the stock market, the bond market, gold, and bitcoin/crypto — with a disciplined, chart-driven method grounded in technical indicators and trend analysis.
This conversation was recorded in July 2025 as part of the Native Angelino Podcast with Tom Levine and is the third in the series with Katie. Links to the archived episodes are in the show notes.
About Katie Stockton
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is the portfolio manager for the Fairlead Tactical Sector ETF (TACK), launched in 2022.
Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. She served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners, and worked with teams at Morgan Stanley and Wit Soundview.
Katie holds the distinction of being the youngest female to have attained the Chartered Market Technician (CMT®) designation in 2001. She has served as Vice President of the CMT Association and currently sits on the board of Cary Street Partners.
As an official CNBC contributor, she regularly shares market perspectives and is often quoted in Barron’s and MarketWatch.
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