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W. Allen Wallace
Sep 18, 202424 min read
Commentary: Granularity
In finance, there is a modern tendency to make investing decisions at a very coarse grain of granularity. At Basepoint, we believe that...
42 views
Basepoint Wealth
Sep 17, 20244 min read
September Market Commentary: The Finish Line or Starting Gate?
August recap and September Outlook As summer ends and September rolls along, attention is focused on the long-anticipated change in the...
18 views
W. Allen Wallace
Aug 6, 20248 min read
Market Update: Too Much Liquidity
Basepoint's Chief Investment Officer (CIO) W. Allen Wallace presents valuable insights on the real-life scenario playing out right now in...
404 views
W. Allen Wallace
Jan 16, 202412 min read
Jobs Report: January 2024
Basepoint's Chief Investment Officer (CIO) presents valuable insights into recent job numbers, adding depth to our recent discussion in...
93 views
W. Allen Wallace
Dec 20, 202310 min read
Basepoint Wealth Market Update
From the desk of Basepoint Wealth's CIO W. Allen Wallace, read about our current positioning, market outlook, and what barometers and...
219 views
Basepoint Wealth
Oct 9, 20235 min read
October Market Commentary: A New Era for the Economy Creates Uncertainty
September Recap and October Outlook The outcome of the Fed's meeting in September was to hold rates at the current level. It has been...
46 views
Basepoint Wealth
Feb 17, 20235 min read
February Market Commentary: Powell's Not Done
A recap of January and a look ahead to early spring. The market adage is “as January goes, so goes the year.” Is it true? According to an...
14 views
W. Allen Wallace
Jan 3, 20236 min read
How Gain/Loss Reporting Can Mislead
A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
79 views
Basepoint Wealth
Dec 13, 20224 min read
December Market Commentary: The Predictive Limits of Data
November Recap and December Outlook We're on the home stretch of a year in which "unprecedented" doesn't even begin to capture it....
12 views
W. Allen Wallace
Oct 28, 20221 min read
Webinar Recap: Investment Update & Outlook - 28 October 2022
Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
106 views
Basepoint Wealth
Jul 22, 20224 min read
Inflation, the Fed, and Recession. It's Not Linear.
Will the Fed increase rates more, and are we in or headed for a recession? Several factors play a part in addition to rates. The June CPI...
72 views
Basepoint Wealth
Jun 8, 20225 min read
June Commentary: May Recap and a Look Ahead
The Fed has found the courage to increase interest rates drastically, inflation is still ambushing the economy, and now the stock market...
29 views
W. Allen Wallace
May 10, 20226 min read
Commentary: The Rabbit Hole
As market conditions continue to evolve, we will carefully and diligently monitor your portfolio to be certain that all of our principles...
414 views
Basepoint Wealth
Apr 15, 20224 min read
What is the Fed Up To? Rates, Inversions, and Quantitative Tightening
Over the last several years, the Fed's loose monetary policy has been fueling the stock market and charging up the housing boom. As...
108 views
W. Allen Wallace
Mar 9, 20227 min read
Commentary: Are We There Yet?
Market swings may feel like adequate reason to scrap everything and start over. We are monitoring your goals first and foremost and...
302 views
W. Allen Wallace
Feb 11, 202211 min read
Commentary: Portfolio Construction
A look under the hood at our philosophy for portfolio construction, and an analysis of recent asset exposure decisions. “A good portfolio...
238 views
Basepoint Wealth
Jan 12, 20224 min read
December Market Commentary: In at the finish
December Recap and January Outlook After October’s employment number (released in November) far exceeded expectations, there was some...
49 views
Basepoint Wealth
Jan 11, 20221 min read
Webinar: Investment Outlook & Update - 11 Jan 2022
Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
113 views
Basepoint Wealth
Dec 21, 20215 min read
What Does the Fed’s Hawkish Pivot on Inflation Mean?
The rapid shift in tone from the Federal Reserve on inflation, and its planned course of action in response to it, has been stark.
391 views
Basepoint Wealth
Dec 6, 20215 min read
November Market Commentary: Well, That Was Going Well
November recap and December outlook.
38 views
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