Michael Dow (@beaconpointecio) 's Twitter Profile
Michael Dow

@beaconpointecio

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

ID: 1153740371400069121

linkhttp://BeaconPointe.com calendar_today23-07-2019 18:55:14

168 Tweet

157 Followers

174 Following

Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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. beaconpointe.com/beacon-pointe-…

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.

beaconpointe.com/beacon-pointe-…
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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 ow.ly/YSWW50Ostfe

Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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': ow.ly/L7wM50OIyiJ

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': ow.ly/L7wM50OIyiJ
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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. beaconpointe.com/beacon-pointe-…

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. 

beaconpointe.com/beacon-pointe-…
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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? beaconpointe.com/beacon-pointe-…

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?

beaconpointe.com/beacon-pointe-…
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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? beaconpointe.com/beacon-pointe-…

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?

beaconpointe.com/beacon-pointe-…
WealthManagement.com (@wealth_mgmt) 's Twitter Profile Photo

We asked Beacon Pointe CIO Michael Dow 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: wealthmanagement.com/equities/top-r…

Michael Dow (@beaconpointecio) 's Twitter Profile Photo

Over two decades have passed, and the Beacon Pointe 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, Shannon Eusey!

Beacon Pointe (@beaconpointeria) 's Twitter Profile Photo

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. info.beaconpointe.com/macro-and-mark…

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.

info.beaconpointe.com/macro-and-mark…
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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.' ow.ly/ruaR50QgZIN

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.' ow.ly/ruaR50QgZIN
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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. beaconpointe.com/beacon-pointe-…

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.

beaconpointe.com/beacon-pointe-…
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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? beaconpointe.com/beacon-pointe-…

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? 

beaconpointe.com/beacon-pointe-…
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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. beaconpointe.com/beacon-pointe-…

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.

beaconpointe.com/beacon-pointe-…
Beacon Pointe (@beaconpointeria) 's Twitter Profile Photo

Michael Dow, recently stepped in to moderate YPO’s fireside chat at the OCMA / Orange County Museum of Art. Joined by CEO of TCW, the duo discussed a variety of topics including #macroeconomics, #inflation, the #Fed, and the importance of company #culture, #leadership, & #WorkLifeBalance.

<a href="/BeaconPointeCIO/">Michael Dow</a>, recently stepped in to moderate <a href="/YPO/">YPO</a>’s fireside chat at the <a href="/OCMA/">OCMA / Orange County Museum of Art</a>. Joined by CEO of <a href="/TCWGroup/">TCW</a>, the duo discussed a variety of topics including #macroeconomics, #inflation, the #Fed, and the importance of company #culture, #leadership, &amp; #WorkLifeBalance.
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

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. beaconpointe.com/beacon-pointe-…

The recent Fed meeting noted a lack of progress toward its 2% inflation goal, fueling investor sentiment impacting #stocks &amp; #bonds. Early 2Q24 also saw losses, notably the #RealEstate sector with a -8.4% drop. Read more in our monthly market newsletter. beaconpointe.com/beacon-pointe-…
Beacon Pointe (@beaconpointeria) 's Twitter Profile Photo

Our #Dallas team recently had an engaging panel discussion moderated by Edward Herring of Tailwater Capital. The discussion included insights from Michael Dow and Ambassador Aldona Woś, President of IWP.

Our #Dallas team recently had an engaging panel discussion moderated by Edward Herring of <a href="/TailwaterC/">Tailwater Capital</a>. The discussion included insights from <a href="/BeaconPointeCIO/">Michael Dow</a> and Ambassador Aldona Woś, President of <a href="/theIWP/">IWP</a>.
Beacon Pointe (@beaconpointeria) 's Twitter Profile Photo

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. Michael Dow info.beaconpointe.com/macro-and-mark…

Don't miss our upcoming 'Macro &amp; 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. <a href="/BeaconPointeCIO/">Michael Dow</a> 

info.beaconpointe.com/macro-and-mark…
Michael Dow (@beaconpointecio) 's Twitter Profile Photo

In the world of finance and investing, and with politics aside, my deputy Beacon Pointe CIO, Julien Frazzo breaks down—in ten points—why, as Warren Buffett famously said, “It’s never paid to bet against America.” beaconpointe.com/u-s-exceptiona…

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

beaconpointe.com/u-s-exceptiona…
Beacon Pointe (@beaconpointeria) 's Twitter Profile Photo

Now that the #presidentialelection is behind us, many are wondering… “What impact will the election results have on the economy and markets?” Our Michael Dow answers these questions & more in our final macroeconomic update of the year. youtube.com/watch?v=6wPOg3…