Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. She is the managing partner of Fairlead Strategies, a technical research firm. Here is a brief rundown of our conversation.

• Started with a strong affinity for mathematics given the need for concise analysis – a binary takeaway that can be applied to markets.
• Technical analysis provides a visual element to help understand the markets, driven solely by price action.
• Worked as an analyst under mentors who taught her about different indicators and tools, which she combined in order to provide value as a trader and then later as a researcher. Consistency is key.
• Fairlead uses a collection of indicators to provide buy and sell signals. The real upside is in the uptrend, although certain momentum gauges can determine when trends are accelerating or ending.
• Katie is monitoring initial signs of upside exhaustion in the S&P 500 despite positive seasonal influences at the moment. A higher volatility regime could unfold next year, similar to 2018, a rangebound year which benefitted investors with a more intermediate-term timeframe.

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

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