NWP Monthly Digest | September 2024
Last month, U.S. school classrooms started to fill up. It may have been the first time children born in a post-COVID world have set foot in a classroom. They will also witness an all-but-certain cut in rates by the Federal Reserve this month.
I was fortunate to experience the bittersweet milestone of sending our oldest to school...
NWP Monthly Digest | November 2023
Welcome to November, and it certainly feels like it here in Denver. Last weekend, we felt winter's chill as temperatures plummeted, mirroring the recent drops in the stock market and bond prices. Artificial intelligence prospects had been a source of investor enthusiasm for much of the year but October was another spooky month for many of those names…
NWP Monthly Digest | September 2023
Last month, I hit a significant milestone: the big 4-0. Often portrayed as a pivotal moment in one's life—a juncture where hard-earned wisdom meets fresh opportunities. This milestone prompted me to reflect on my triumphs, failures, desires, and the critical life lessons I've amassed. So, am I proud of the person staring back at me in the mirror?
NWP Monthly Digest | July 2023
As we commemorate Independence Day, it is important to reflect on the struggles, sacrifices, and unity that were instrumental in securing our nation's freedom. Additionally, let us delve into the profound significance of one of the oldest financial instruments still in use today: bonds. Bonds, also known as “debt,” or “fixed income” investments…
NWP Monthly Digest | May 2023
May is an eventful month on Wall Street, with the release of first-quarter earnings reports and a Federal Reserve meeting scheduled for tomorrow. Investors are anticipating a 25 basis point rate hike as the Core PCE Index, the Fed's preferred inflation gauge, was recently reported at 4.6% - well above the Fed's target of 2%.
Does the Fed Have the Tool-Set to Achieve Its Dual-Mandate?
With all the talk of the fed cutting interest rates in the news recently, and with the historically low employment numbers I decided to ask the question, can the Federal Reserve achieve the other half of their dual-mandate and…
Winter is Here
After a long hiatus, the final season of the HBO series, Game of Thrones airs tonight! The exuberance of those waiting for the final season now resembles the excitement of stock market investors digesting the prospect of the Fed cutting interest rates. There are a lot of moving parts and important characters to follow in this final season.
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