AAII Austin/San Antonio Chapter – February 2026 Newsletter
AAII Austin/San Antonio Chapter
February 2026 Newsletter
This month, we will join Houston chapter's presentation Using Charts to Form a Sell Discipline by Katie Stockton on Tuesday February 17, 2026.
As in recent months, I have included information from the internet that may be useful to members. Please help make this list more diverse by contributing your own finds. Reply to this email if you have something you would like to share.
In This Issue
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Upcoming Local Chapter Presentations and Past Presentation Recordings
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Other Chapters' Upcoming Presentations
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Events, Videos, Articles, Websites, and Books Shared by Members
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Volunteer Opportunities
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AAII Austin/San Antonio February Presentation
AAII Austin/San Antonio February Presentation
Tuesday, February 17, 2026 - 04:00 PM CT
Topic: Using Charts to Form a Sell Discipline
Speaker: Katie Stockton, CMT – Fairlead Strategies
Register link:
https://us02web.zoom.us/webinar/register/WN_GyA07Ag8RQq3EO8Kc5dmzQ
Attend This Meeting to Learn
The trend is your friend until it comes to an end. Many of us have no problem identifying the prevailing trend behind a stock with the help of simple tools like moving averages. However, we often watch those trends reverse, & yet we still hold onto our position, or even average down. It is easy to get married to positions because of the time spent analyzing and implementing them. This makes it essential to have an unbiased sell discipline. Fairlead Strategies can facilitate this by providing a framework for establishing price targets and stop losses, with indicators designed to signal a change in trend. This will help investors (1) recognize a weakness in their investment style (2) overcome this weakness by providing great tools; and (3) improve your risk-adjusted investment returns.
Katie Stockton Bio
Katie Stockton, CMT is the Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and RIA specializing in technical analysis and tactical investment strategies. She serves as PM for the Fairlead Tactical Sector ETF (TACK), which employs sector rotation and asset allocation to navigate changing market conditions. Katie has more than two decades of Wall Street experience delivering technical research and strategic insights to institutional investors.
Katie and team provide technical research, portfolio consulting, and educational resources to both institutional and individual investors, helping clients apply a disciplined rules-based approach to investing and risk management.
She earned the Chartered Market Technician (CMT®) designation in 2001 and holds a BSBA with honors from the University of Richmond
Past Presentation Recordings
Last month's presentation featured Sam Stovall, "Equity Outlook for 2026." I am still in the process of locating the recording from New York Chapter. If I get a response from them, I will post it in next month's newsletter.
Recordings and slides from all past Austin/San Antonio chapter events are available in the Chapter Archive:
https://www.aaiiaustinsanantonio.com/archives
Other Chapters' Upcoming Online Presentations
Note: some chapter may charge a fee
What Market Regime Are We In-and Why It Matters for Your Portfolio
Speaker: Michael Abata
When: February 14, 2026 | 9:00–11:00 AM (PT)
Online link:
https://community.aaii.com/events/event-description?CalendarEventKey=db0f7941-7aef-4f4f-b213-019c120d2e12&CommunityKey=0c5f8297-f8a2-4292-adf2-67dce8ca6ae0&Home=%2fevents%2fcalendar
Community: AAII San Diego Chapter
Estate Planning in a High Estate Tax Exemption Environment: Do I Still Need a Complicated Trust?
When: February 14, 2026 | 10:00 AM–12:00 PM (ET)
Online Link:
https://community.aaii.com/events/event-description?CalendarEventKey=53b3de80-ea87-45ff-8e6e-019bf07832a1&CommunityKey=12e9d21a-cfb8-45f4-9440-d8b467c6a093&Home=%2fevents%2fcalendar
Community: AAII Research Triangle Chapter
AAII Phoenix February Chapter Meeting
When: February 14, 2026 | 10:00 AM–2:00 PM (MT)
Online link:
https://community.aaii.com/events/event-description?CalendarEventKey=73aa2c16-d700-4ebf-bdde-019bc3063205&CommunityKey=05fd3122-9d1c-4ed9-a6bd-adac1a71f51f&Home=%2fevents%2fcalendar
Community: AAII Phoenix Chapter
AAII Columbus February Saturday Zoom Meeting
Topic: Corporate Bonds vs. Munis
Speaker: Steve Shaw, Founder of BondSavvy
When: January 10, 2026 | 11:00 AM–3:00 PM (CT)
Community: AAII Columbus Chapter
Zoom:
https://us02web.zoom.us/j/89817591013?pwd=NOxr8hfZUhaYP6wYfWVtmRw7otWQXk.1
A complete list of upcoming presentations and instructions for joining calls can be found here:
https://community.aaii.com/events/calendar
Investment Information Shared by Members
Events, Videos, Articles, Websites, and Books
New Postings – Videos
https://youtu.be/qVFEcg-RIAk
https://www.youtube.com/live/NuwkpCNO1Wk?si=azKT0hecJ3U7oD8_
https://youtu.be/xu7kMpLbJJs
Previously Shared
January 2026
The AI Data Center Short – Jim Chanos
https://youtu.be/R1HrPsfUkbk
The Floor Is Gone – Edward Dowd and Jeremy Szafron
https://youtu.be/xvvQaL0GkIA
China's Trap – Michael Pettis
https://www.youtube.com/watch?v=hoSNdzfydRU
Portfolio Backtester Tool
https://testfol.io/?s=cEKJ0GVhxOP
December 2025
Why 2% Succeed and 98% Don't – Howard Marks
https://www.youtube.com/watch?v=40pRnq-b0r0
Interest Expense Is Untenable – Jeffrey Gundlach, Bloomberg Global Forum
https://www.youtube.com/watch?v=VlwK4fHRPMc
A Profitability Retrospective and Private Fund Performance – Mandouh Medhat, Rational Reminder
https://www.youtube.com/watch?v=SxNPUrCKOyk
The Fed Can't Stop What's Coming – George Gammon and Jeremy Szafron
https://www.youtube.com/watch?v=begOa8cVOac
November 2025
A Skeptic's Guide to Cryptocurrency and Stablecoins – Steve Eisman
https://www.youtube.com/watch?v=8NH_AZwsmCE
Preparing for the Next Banking Crisis? $10 Million FDIC Proposal & How to Increase Your FDIC Limit – Diamond NestEgg
https://youtu.be/g_JYh_NEDIA
Covered Calls: A Devil's Bargain – Ben Felix
https://www.youtube.com/watch?v=ygVObRx9X68
Have something valuable to share?
Please email me any articles, videos, or resources that could benefit our fellow chapter members.
Volunteer Opportunities
Our chapter thrives thanks to our dedicated volunteers. We are currently seeking:
If you are interested in getting involved or would like more information, please contact:
📧 Bill Hawes – bhawes70@gmail.com
📧 Robert Luedtke – rluedtke@gmail.com
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WU ZHENG
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