Andrew G Graham

Founder, Managing Partner @jacksonsq_cap - One of America's Top RIAs of 2023
#CFA with 35+ years of experience.
Daily market insights via #InsideMarkets

[Andrew G Graham @thereal_agg]

Investment advisory services offered through Jackson Square Capital, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission.

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

I joined other investment professionals to weigh in on #Mag7 stocks in 2026, offering my perspective on $AMZN. See here:

https://t.co/pHsfV75SKM

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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

[Schwab Network @SchwabNetwork]

.@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

[Andrew G Graham @thereal_agg]

$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

[Andrew G Graham @thereal_agg]

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

[Schwab Network @SchwabNetwork]

.@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

[Andrew G Graham @thereal_agg]

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

[Andrew G Graham @thereal_agg]

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