Founder, Managing Partner @jacksonsq_cap - One of America's Top RIAs of 2023
#CFA with 35+ years of experience.
Daily market insights via #InsideMarkets
Investment advisory services offered through Jackson Square Capital, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission.
The Oil Signal That Could Broaden The Market Rally: A sustained break below $82 in December Brent would send a clear signal to widen the market rally. I discussed with @Forbes which sectors and stocks stand to benefit in that scenario.
#Brent#Oil
https://t.co/tsL9eQvpZ0
The AI trade is moving beyond GPU makers. I outlined in @Forbes how the broader AI infrastructure ecosystem may drive the next phase of the AI trade.
See my thoughts here.
#AItrade#GPU#Investmentadvisory
https://t.co/vr7IJuJ83R
The downstream winners of the AI trade's latest phase. I joined Market Domination on @YahooFinance to outline the state of the AI trade following the latest batch of Mag 7 earnings results last week.
#AItrade#Mag7#Q1Earnings
https://t.co/XWnzEJVhbG
Software isn’t being replaced. It’s starting to do the work.
I discussed in @Forbes how AI integration with software will increase its value.
#AI#Software
https://t.co/ROthY8IMtV
The Case for Lower Rates is Stronger than it Looks:
I discuss why higher energy prices do not necessarily create a lasting inflationary impulse, and implications for the economy and investing.
Read more on @Forbes
https://t.co/1pSGW4PrfS
I joined @NPetallides on The Watch List on @SchwabNetwork to outline the potential for a rare V-shape market bottom and identify key levels for the S&P 500. See the companies I believe will benefit from Mag 7 CapEx spend here:
#SPX#Vshape#CapEx
https://t.co/udZ4GAO7Kk
US stocks rebound as market may achieve rare 'V-Bottom.'
I joined @joshuahlipton on @YahooFinance's Market Domination to give my reactions to the recent rebound amid geopolitical headlines on the final day of Q1.
https://t.co/vXHoO414Ej
Investors shouldn’t assume AI will wipe out entire businesses.
See my latest thoughts in @Forbes where I suggested caution for those who believe #AI will lead to extinction for certain industries.
https://t.co/MG8i6cIMJB
Higher Oil Prices Could Reverse One Of This Year’s Biggest Trades: I shared with @Forbes that investors may rotate back into U.S. Growth stocks if crude prices remain elevated.
#Growth#Crude
https://t.co/ufd2GuW8V6
The market’s mixed leadership may be rotation, not a recession signal.
I'm focused on cash flows amid recent volatility and cyclical growth.
#cashflow#cyclical#rotation
https://t.co/9lswYWGEMe
What smart investors are buying in this “difficult” market:
I joined @TheStreet to share my under-the-radar winners outperforming an uncertain market.
https://t.co/9IfXd3bPXI
Reduced tariff threats should allow market volatility to subside.
I joined Market Domination with @YahooFinance after Friday's close to discuss the Supreme Court's decision to strike down President Trump's sweeping tariff policies.
https://t.co/lfpaf6IDrP
.@thereal_agg of @jacksonsq_cap calls the fourth-quarter GDP and PCE reports a “rear-view mirror” and expects GDP to be revised higher.
He also shares his take on recent market rotation and his stock picks with @DianeKingHall.
For more market news, tune in at: https://t.co/pT3uzT7xbF
$AAPL is a surprise winner. I discussed with @MarketWatch how the Mag Seven stock can be a beneficiary amid a downturn in software.
https://t.co/iBEKN9JLsg
RIAs weigh exits amid California billionaire tax proposal. See my thoughts in on the latest tax proposal on billionaires.
#InvestmentAdvisory#RIA#BillionaireTax
https://t.co/0QQKJqBMWW
.@thereal_agg says 2026 has seen the strongest opening of any year for the Russell 2000 versus the Nasdaq 100.
He tells @NPetallides that he has added some cyclical aspects of tech to the portfolio, such as microchip and analog device stocks.
His stock picks: $AMZN, $CSCO and $ANET.
For more market news, tune into: https://t.co/e9HzCwTQ12
There are four things set to drive economic growth in 2026.
Hear more about the outlook I gave on @YahooFinance and which metric I'm watching as a sign of economic weakness.
https://t.co/7YTqPWiW9H
2026 Themes: I joined The Watch List on @SchwabNetwork to give my market outlook for the coming year. I discussed a preference to own networking equipment stocks as #hyperscalers and #neocloud companies increasingly rely on vertical scaling solutions.
https://t.co/RpJhQjxOcT