Technical Analysis: Beyond the Voodoo

Fred Meissner , CMT

Founder and President, The FRED Report

Fred Meissner, who holds a Chartered Market Technician (CMT) designation, is the founder and President of The FRED Report. His professional career spans 34 years in the investment business.

Mr. Meissner has a multifaceted background encompassing market analysis, trading strategies/portfolio management, and business development/relationship management in diverse environments. He is known as a creative and intuitive thinker who leverages extensive knowledge of financial markets and economic trends to consistently generate significant profits.

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Roman LeFebure

Equities Trader, Main Street Research

Roman LeFebure is the Equities Trader at Main Street Research. He leveraged his expertise to design an equity risk management algorithm to monitor the firm’s existing positions and flag opportunities to mitigate risk further. 

Mr. LeFebure graduated from the University of Virginia in beautiful Charlottesville, Virginia, and earned a B.S. in Commerce with an emphasis in Asset Management from the McIntire School of Commerce. He got his start in the finance industry as a trader for a top-5 largest broker-dealer, where he further developed his professional skill set while passing his licensing exams. He currently holds his Series 66 license.

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Katie Stockton , CMT

Founder and Managing Partner, Fairlead Strategies, LLC

Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor 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 and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.

With help from the Fairlead Strategies team, Ms. Stockton provides research and consulting services to institutions and individuals, and she is the portfolio manager for the Fairlead Tactical Sector ETF (TACK). She received her Chartered Market Technician (CMT®) designation in 2001 and later served as Vice President of the CMT Association from 2012 to 2016. For several years, she has been honored by The Technical Analyst, a U.K.-based publication, including an award in 2022 for Best Cryptocurrency Research.

Ms. Stockton 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 her church. Katie frequently shares her views on CNBC and other financial news networks.

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