May 31

The Stock Market Through Pictures - Technical Analysis

with Katie Stockton of Fairlead Strategies

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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.
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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.

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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.1

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.2

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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 Host

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, 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.

Podcast

The 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.

1

Technical Analysis, https://en.wikipedia.org/wiki/Technical_analysis

2

Fundamental Analysis, https://en.wikipedia.org/wiki/Fundamental_analysis