Katie Stockton, CMT

Katie Stockton, CMT

Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider 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 for four years, and prior to that Chief Market Technician at MKM Partners for nine years. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview. Katie now provides research and consulting services to institutions and individuals as a FINRA-registered investment advisor.

Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. In 2017, 2019, and 2020 she was honored by The Technical Analyst, a U.K. based publication, for her work. 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 Christ Church Greenwich. Ms. Stockton frequently shares her views on CNBC and other financial news networks as well as speaking at industry events and conferences.

    [0] => stdClass Object
            [ID] => 46280
            [post_author] => 2
            [post_date] => 2012-12-15 12:00:37
            [post_date_gmt] => 2012-12-15 17:00:37
            [post_content] => 


This month, we are highlighting several examples of work that may be at the leading edge of technical analysis research. Robert Prechter, Jr., CMT, popularized Elliott Wave and is probably the individual most responsible for its worldwide popularity. He has continued studying wave patterns and extended that study to socionomics, a field he developed and discusses in this issue. In addition to demonstrating his personal brilliance, socionomics demonstrates how the knowledge gained in the study of technical analysis can be applied to other fields. A detailed example of socionomics, demonstrating the link between the public mood, stocks prices and Presidential elections, is also included and readers should consider downloading the full paper. Manuel Amunategui then offers an intriguing idea that addresses some of the problems created by 24-hour trading. In some markets, the open and close have become less significant but the technique Manuel presents could help redefine price charts in these markets. December marks the end of the year and an end to a special discount price available for the Annual Symposium. The speakers, including Robert Prechter who will be sharing his latest work, promise to deliver value to any trader and analyst. Please tell us what you think about the newsletter with an email to Sincerely, Michael Carr [post_title] => Technically Speaking, December 2012 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-december-2012 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:34:34 [post_modified_gmt] => 2020-08-03 15:34:34 [post_content_filtered] => [post_parent] => 0 [guid] => [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 396042 [post_id] => 46280 [meta_key] => newsletter_content_2_contributor [meta_value] => a:2:{i:0;s:3:"910";i:1;s:5:"43131";} ) [1] => stdClass Object ( [ID] => 47721 [post_author] => 2 [post_date] => 2010-08-15 12:00:46 [post_date_gmt] => 2010-08-15 16:00:46 [post_content] =>

Letter from the Editor

The MTA Annual Award recognizes significant accomplishments in the field of technical analysis. It has been bestowed for pioneering work, an insightful innovation, or an extraordinary career. This year’s winner offers an example of an extraordinary career. Robert Peirce, the 2010 Annual Award winner is discussed briefly in this issue, and his story illustrates that technical analysis can be applied to investment management. All too often we hear that technical analysis is not widely accepted in the finance world. Nothing could be further from the truth, and Bob Peirce is but one  example among many where technical analysis was applied professionally. One problem that does damage the reputation of professional technicians is that many people attempt to apply technical analysis without possessing great skill or applying sound techniques. The best defense against the misconceptions inspired by poor analysis is quite possibly your MTA membership. We discuss that idea elsewhere in this issue and hope that all members will let potential employers and clients know that they are bound to follow the industry’s highest professional and ethical standards. Your MTA membership is proof of professionalism. As usual, we also offer examples of excellent analysis in Technically Speaking. Tom McClellan is advancing the work of his parents, and Sherman McClellan is another example of an individual who has enjoyed an extraordinary career in technical analysis. Their work is highlighted this month. We hope that the articles in this issue will inspire you to achieve greatness in your career as Robert Peirce and Sherman McClellan have. Sincerely, Mike Carr, CMT [post_title] => Technically Speaking, August 2010 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-august-2010 [to_ping] => [pinged] => [post_modified] => 2020-03-19 19:08:34 [post_modified_gmt] => 2020-03-19 23:08:34 [post_content_filtered] => [post_parent] => 0 [guid] => [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 418378 [post_id] => 47721 [meta_key] => newsletter_content_2_contributor [meta_value] => a:1:{i:0;s:3:"910";} ) [2] => stdClass Object ( [ID] => 48189 [post_author] => 2 [post_date] => 2008-11-11 12:00:53 [post_date_gmt] => 2008-11-11 17:00:53 [post_content] =>

Letter from the Editor

We had to add two more pages this month to fit all the content that we think you want and deserve as members of the Market Technicians Association. Technical analysis is a dynamic field and we all struggle to keep up with new developments. We read a lot of research and MTA news and as we prepare Technically Speaking each month, we struggle to fit in all the content that we would like to print while being constrained by our format limitations. I am working closely with the MTA staff to find the best way to deliver high-quality content, and we want to make it more timely, as well. Our goal is to deliver more value for your membership, and the staff has been very responsive in trying to do this. Their efforts are not limited to the newsletter – they look to improve the organization and our benefits as they work for us every day. So we can’t say when we’ll have a solution, but as soon as possible we will expand the information we deliver to you monthly. This month’s newsletter focuses on quantitative techniques. A few investment techniques are presented in great detail, along with back-tested results. You should be able to work with these ideas immediately and make them your own. Profitable trading ideas are one membership benefit that we hope you find among the most valuable. But in bringing you this type of research, we quickly identify the limits of our ability to present readable graphics. The charts need to improve, and that is one of the things we will accomplish as we look at different formats. Sincerely, Mike Carr, CMT Editor [post_title] => Technically Speaking, November 2008 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-november-2008 [to_ping] => [pinged] => [post_modified] => 2020-03-23 14:44:04 [post_modified_gmt] => 2020-03-23 18:44:04 [post_content_filtered] => [post_parent] => 0 [guid] => [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 429663 [post_id] => 48189 [meta_key] => newsletter_content_4_contributor [meta_value] => a:1:{i:0;s:3:"910";} ) )