In an increasingly volatile market, how can traders use technical analysis to help make decisions? Join Katie Stockton, CMT® of Fairlead and Andrew McGowin from the Trading Strategy Desk for a discussion of how she approaches technical analysis, what indicators she likes to use to cut through the noise, and what she has on her radar for the second half of the year.
Investing involves risk, including risk of loss.
Past performance is no guarantee of future results.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
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Technical analysis focuses on market action — specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering which stocks to buy or sell, you should use the approach that you're most comfortable with. As with all your investments, you must make your own determination as to whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results.
The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The third-party contributors are not employed by Fidelity, and have not received compensation for their services.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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Katie Stockton, CMT, is the Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and registered investment advisor based in Greenwich, Connecticut. Fairlead specializes in technical analysis and disciplined, rules-based investment strategies, including the Fairlead Tactical Sector ETF (TACK), which applies sector rotation and asset-allocation techniques to help investors navigate evolving market conditions.
Katie is an official CNBC Contributor recognized for her objective coverage of U.S. equities and bitcoin. She is frequently featured across major financial media outlets, such as Barron's, The Wall Street Journal, and MarketWatch.
With more than two decades of Wall Street experience, Katie has delivered technical research and strategic insights to leading institutional investors. Before founding Fairlead, she served as Chief Technical Strategist at BTIG and Chief Market Technician at MKM Partners, with prior roles at Morgan Stanley and Wit Soundview.
Katie earned the Chartered Market Technician (CMT®) designation in 2001 and served as Vice President of the CMT Association from 2012 to 2016. She also served on the Board of Directors of Cary Street Partners from 2023 to 2025. She holds a BSBA with honors from the University of Richmond.
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The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.
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Andrew McGowin, CMT®, began his career at Fidelity Investments in 2016. Before joining the Trading Strategy Desk, he spent time in many different roles, most recently with the Active Trader VIP Desk. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), a General Securities Sales Supervisor (Series 10), and a Chartered Market Technician (CMT®). Prior to joining Fidelity, Andrew graduated from the University of North Florida with bachelor’s degrees in political science and English. He graduated from Southern New Hampshire University with a master’s degree in applied economics.
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