Michael Dow

Chief Investment Officer, Beacon Pointe Advisors @BeaconPointeRIA. Global macro, capital markets, multi-asset investing. Tweets are not recommendations.

[Beacon Pointe @BeaconPointeRIA]

Now that the #presidentialelection is behind us, many are wondering… “What impact will the election results have on the economy and markets?” Our @BeaconPointeCIO answers these questions & more in our final macroeconomic update of the year. https://t.co/XMd03MNArf

[Michael Dow @BeaconPointeCIO]

In the world of finance and investing, and with politics aside, my deputy @BeaconPointeRIA CIO, Julien Frazzo breaks down—in ten points—why, as Warren Buffett famously said, “It’s never paid to bet against America.”

https://t.co/dsMNyOmDkP

[Beacon Pointe @BeaconPointeRIA]

Don't miss our upcoming 'Macro & Markets' update!

Join #investors and #stockmarket enthusiasts in two weeks to gain exclusive insights into #economic trends and financial data. #RSVP at the link to secure your spot today. @BeaconPointeCIO

https://t.co/Q7nfFWKxkY

[Beacon Pointe @BeaconPointeRIA]

Our #Dallas team recently had an engaging panel discussion moderated by Edward Herring of @TailwaterC. The discussion included insights from @BeaconPointeCIO and Ambassador Aldona Woś, President of @theIWP.

[Michael Dow @BeaconPointeCIO]

The recent Fed meeting noted a lack of progress toward its 2% inflation goal, fueling investor sentiment impacting #stocks & #bonds. Early 2Q24 also saw losses, notably the #RealEstate sector with a -8.4% drop. Read more in our monthly market newsletter. https://t.co/AFa3KBT0BS

[Beacon Pointe @BeaconPointeRIA]

@BeaconPointeCIO, recently stepped in to moderate @YPO’s fireside chat at the @OCMA. Joined by CEO of @TCWGroup, the duo discussed a variety of topics including #macroeconomics, #inflation, the #Fed, and the importance of company #culture, #leadership, & #WorkLifeBalance.

[Michael Dow @BeaconPointeCIO]

Despite uncertainty around Fed rate cuts, increasing soft-landing hopes led to the best first-quarter U.S. #market #performance since 2019. #Investors are enthusiastic about growth opportunities, such as #AI. Read more in our monthly market newsletter.

https://t.co/45S7Sjglqy

[Michael Dow @BeaconPointeCIO]

As the Nasdaq and S&P 500 gain traction, the U.S. economy continues to defy expectations of a recession, growing at a stronger-than-expected pace, and maintaining a robust labor market.

Will the remainder of 2024 turn out as strongly as investors hope?

https://t.co/orCocJC8tL

[Michael Dow @BeaconPointeCIO]

With the S&P 500 up for its third consecutive month, the #Fed anticipates holding rates steady through March, and political uncertainty escalates surrounding the 2024 U.S. #presidentialcampaign. Read our ‘Pointe of View' for more on recent market moves.

https://t.co/HcNA8WvmnL

[Michael Dow @BeaconPointeCIO]

With strong #market gains for #BigTech and cooling #inflation readings raising expectations for future Fed rate cuts in 2024, will 2023 close out on a high note? Stay up to date with recent #stockmarket moves in our Beacon ‘Pointe of View.' https://t.co/Jfzky1Olxy

[Beacon Pointe @BeaconPointeRIA]

Don’t miss our exclusive #macroeconomic update hosted by our @beaconpointeCIO, as he unpacks the latest #economic events, and analyzes 4Q #market moves and 2024 #financial forecasts. Registration is now open; we hope to see you on December 7.

https://t.co/LcnugjYr9n

[Michael Dow @BeaconPointeCIO]

Over two decades have passed, and the @BeaconPointeRIA team continues to embrace institutional-quality #investing, alt investments & other value-additions, reflecting our commitment to a focused, sophisticated & disciplined long-term investment strategy.

Job well done, @seusey!

[Beacon Pointe @BeaconPointeRIA]

@RIAChannel's @juliecooling captured a glimpse of Beacon Pointe's #leadership, #culture, and the wealth of #resources that fuel our advisory team to excel in growth and client #service in a recent #interview with Beacon Pointe #CEO, @Seusey.

https://t.co/K8QXtzfZPX

[Wealth Management @wealth_mgmt]

We asked @BeaconPointeRIA CIO @BeaconPointeCIO and Director of Risk Management and Securities Research Julien Frazzo about recent investment allocation changes the firm has made and more.

Here's what they said:
https://t.co/ZWljt0AccV

[Michael Dow @BeaconPointeCIO]

The markets saw a downturn this August, with inflation concerns and uncertainty around the future trajectory of rate hikes.

With Energy as the sole sector to post a gain this month, what will it take for the U.S. markets to make a rebound?

https://t.co/OSEWegk1Kt

[Michael Dow @BeaconPointeCIO]

The market continued to surge through July with all sectors posting gains. While economic growth data suggests a strong U.S. labor market & a probable soft landing, the Fed continues to raise interest rates. What can we expect for the latter half of 2023?

https://t.co/RcDm6GfynG

[Michael Dow @BeaconPointeCIO]

With the S&P 500 and the Nasdaq making gains in Q2 and the #AI race showing no signs of slowing, what can we expect for the second half of 2023? Our monthly market update can help you stay current with trends and investor sentiment.

https://t.co/dYtgG7hrQ7

[Beacon Pointe @BeaconPointeRIA]

Stephen Marshall, Beacon Pointe Director of Asset Allocation, helped @AB_insights ring today’s Closing Bell at the #NYSE!

[Michael Dow @BeaconPointeCIO]

Uncertainty was the theme this May, as persistent #inflation put pressure on the markets, the #debtceiling debate loomed overhead, and #AI dominated headlines. To keep up with current trends and hear our market outlook, read our 'Pointe of View': https://t.co/Cgba5R8zux

[Michael Dow @BeaconPointeCIO]

As a #recession looms, are more banking system stresses to come? Is more #volatility expected in the later stages of the #business cycle? We answers these questions and more in our latest ‘Macro & Markets’ update. #debtceiling #SP500 #Powell

https://t.co/nugMLW8nYD

[Michael Dow @BeaconPointeCIO]

April 2023 was a month characterized by growth and technology #stocks gaining and an apparent acceleration in consumer spending. Read our commentary to learn more about recent #market moves.

https://t.co/i3mmhM6NZ2