Chief Investment Officer, Beacon Pointe Advisors @BeaconPointeRIA. Global macro, capital markets, multi-asset investing. Tweets are not recommendations.
USA
Joined July 2019
- Tweets168
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Michael Dow retweeted
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. youtube.com/watch?v=6wPOg3wt…
Michael Dow retweeted
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
info.beaconpointe.com/macro-…
Michael Dow retweeted
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 retweeted
@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 retweeted
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-…
Michael Dow retweeted
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:
wealthmanagement.com/equitie…
Michael Dow retweeted
Stephen Marshall, Beacon Pointe Director of Asset Allocation, helped @AB_insights ring today’s Closing Bell at the #NYSE!
Michael Dow retweeted
We’ve just kicked off via LinkedIn LIVE our RIA CIO panel session discussing how to position client portfolios in 2023!
Watch it here: linkedin.com/posts/citywire-…
Michael Dow retweeted
Will the #FOMC raise interest rates at their meeting this week in light of recent #marketvolatility? @BeaconPointeCIO sheds light on the current state of the #economy in the latest episode of ‘Markets in Motion’ available now on Spotify & Apple podcasts. podcasts.apple.com/us/podcas…
Michael Dow retweeted
GM.
US stock futures point to a second day of weakness
Dow indicated down almost 500 points; 2% for the S&P
(European markets are closed for the May Day Holiday)
Proximate causes: increased China-US tensions, #earnings, and natural give-back after the best monthly rally since '87
Michael Dow retweeted
@BeaconPointeCIO was recently featured in this insightful piece by @finplan about what portfolio construction will look like once #Coronavirus passes. Some very interesting points made, check them out here: ow.ly/IMZs50zcHJb
Michael Dow retweeted
US #markets just closed the 1st day of the 2nd quarter down hard, with the Dow off almost 1,000 points (4.4%).
S&P's drop (also 4.4%) is the biggest of the last 2 weeks and, with patchy liquidity, accompanied by some market stress (but in no way as intense as what we saw earlier)
Suspect the main reason for today's 3-4% fall in #stocks is the dynamic I've been tweeting about for the last week or so:
In the run up to the end of a quarter featuring large losses/illiquity, "fast money" buys ahead of re-balancing inflows, only to get out/go short thereafter.
Michael Dow retweeted
President @realDonaldTrump just announced that the current #coronavirus guidelines will be extended until the April 30. With that, and for understandable health reasons, the US #economy will remain at a virtual standstill well into May, at least, with a tricky restart also ahead
Michael Dow retweeted
Central banks’ hunger for gold pushes demand to three-year high bloom.bg/2SXg2M3
