Bear Market Defense Tactics

A presentation as part of the 50th Anniversary of the CMT Association’s Annual Symposium in New York City.

As difficult as bear markets are, they are valuable learning environments and tend to bring respect to the field of technical analysis in its ability to help investors manage risk. At the same time, they put our technical tools to the test and force us to adapt our methodologies to weather greater volatility. Seasoned technical analyst and portfolio manager Katie Stockton, CMT will present her methodology and current takeaways, focusing on ways she strives to understand and navigate bear markets, including a look at the strategy driving the success of the Fairlead Tactical Sector ETF (TACK).