Fairlead Strategies LLC

Katie Stockton is the founder and sole principal responsible for all research output. She brings over 15 years of experience as a technical analyst at MKM Partners and Morgan Stanley (per public record).

Fairlead Strategies does not manage external capital. It operates as an independent research boutique, providing technical analysis reports and custom advisory services to institutional clients (per the firm's public communications).

The firm applies a rules-based methodology combining trend-following indicators like moving averages with counter-trend oscillators such as stochastic readings and MACD. Signals are applied across multiple time frames—daily, weekly, and monthly—across asset classes.

Fairlead Strategies covers U.S. equities, international equities, sector ETFs, commodities, currencies, and fixed income instruments. Its research spans both individual securities and broad market indices (per the firm's website).

No. Fairlead Strategies is an independent, privately held firm founded by Katie Stockton. It has no corporate parent or institutional sponsor.

Fairlead Strategies exclusively employs technical analysis—studying price patterns, volume, and momentum—rather than analyzing financial statements or economic data. This makes it a specialized alternative to traditional fundamental research providers.

Fairlead Strategies integrates risk management into its research by providing clear stop-loss and take-profit levels on each trade idea, based on identified support and resistance points. Subscribers receive ongoing updates to adjust positions as market conditions change.