Tactical Insight. Market Savvy.

Our Service - ELLIE

Our Service


 We provide comprehensive coverage of global financial markets shaped by more than 25 years of experience providing technical strategy research to institutional clients now available to all types of investors. Our views are aggregated in a weekly report that covers equities, commodities, currencies, and Treasuries, including in-depth comments and easy-to-read charts. Each report consists of specific stock and ETF recommendations designed for idea generation. All subscribers also receive a daily report covering technical catalysts, high-conviction signals, and market internal measures and weekly sector “deep dives” that compile important indicator data for stocks compared against their peers, including commentary to facilitate market timing. We also offer a weekly report ETF Navigator report and Cryptocurrency Compass.

Beyond the written product, we offer specialized high-touch services with access to our team via calls, meetings, and emails/Instant Bloomberg (IB) for responsive analysis in a dynamic market environment. Active traders and money managers use these proprietary services to identify catalysts and action items specific to their watchlists or portfolios. These Premium Plan services range from portfolio analysis and chartbooks to custom filters and scans. We are available for “teach-ins” regarding project work, providing full disclosure of our methodology.

Fairlead Strategies is also the sub-advisor for the Fairlead Tactical Sector ETF (TACK) and Katie Stockton serves as the portfolio manager.