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Andrew G Graham
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Andrew G Graham
@thereal_agg
Founder, Managing Partner @jacksonsq_cap - One of America's Top RIAs of 2023 #CFA with 35+ years of experience. Daily market insights via #InsideMarkets
San Francisco, CA Se unió Temmuz 2019
160 Siguiendo1.1K Seguidores

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
schwabnetwork.com/video/graham-b…
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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.
finance.yahoo.com/video/us-stock…
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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.
forbes.com/sites/andrewgr…
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I joined other investment professionals to weigh in on #Mag7 stocks in 2026, offering my perspective on $AMZN. See here:
investmentnews.com/equities/whats…
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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
forbes.com/sites/andrewgr…
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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
forbes.com/sites/andrewgr…
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What smart investors are buying in this “difficult” market:
I joined @TheStreet to share my under-the-radar winners outperforming an uncertain market.
youtube.com/watch?v=TbBQ91…

YouTube
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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.
finance.yahoo.com/video/reduced-…
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Andrew G Graham retuiteado

.@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: SchwabNetwork.com/?CID=SM:Twitte…
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$AAPL is a surprise winner. I discussed with @MarketWatch how the Mag Seven stock can be a beneficiary amid a downturn in software.
marketwatch.com/story/how-appl…
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RIAs weigh exits amid California billionaire tax proposal. See my thoughts in on the latest tax proposal on billionaires.
#InvestmentAdvisory #RIA #BillionaireTax
investmentnews.com/ria-news/rias-…
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Andrew G Graham retuiteado

.@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: SchwabNetwork.com/?CID=SM:Twitte…
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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.
finance.yahoo.com/video/4-things…
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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.
schwabnetwork.com/video/graham-a…
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Blue Owl’s Teachable Moment: My comments on the recent pause in redemptions in two Blue Owl private credit funds and the dip in the company’s stock.
#assetmanager #financialadvisor
reuters.com/business/retai…
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Analyzing $TSLA Tech Potential: I explored Tesla's latest earnings report on Trading360 with @SchwabNetwork today, highlighting key factors that could make or break Tesla's foray into autonomous driving.
schwabnetwork.com/video/analyzin…
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I'll be on @SchwabNetwork this morning discussing $TSLA's earnings. Be sure to tune in here:
schwabnetwork.com
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"We keep an eye on weekly jobless claims with three consecutive weeks over 260,000 as an early recession indicator."
See my thoughts, along with others, regarding data we are monitoring to gauge recession risk.
investmentnews.com/ria-news/rias-…
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I recommend setting stop losses on individual positions to help deal with jittery market action. See mine and other investors' thoughts regarding volatility from the US-China trade war.
investmentnews.com/practice-manag…
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