Market Update & Q&A Video Summary (January 2023):

In our January 2023 Market Update we cover:

1:17 Leading Economic Indicators

7:27 Loan Demand and Write Offs

8:22 Yield Curve Inversions

16:17 Consumer Health

19:01 Dollar Index

25:38 US Savings Rate vs Credit Card Debt

Q&A Section

27:59 India, approach to interest rates

28:34 Crypto thoughts

30:44 ETFs and their place

31:48 Do you have a sense of what the government will do about the debt ceiling?

33:22 Investor Sentiment

36:39 Tesla and growth stocks

39:50 Thoughts on disruptive stocks

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The Willow Team
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Market Update & Q&A Video Summary (December 2022):

December 2022 Market Update:

In our December 2022 Market Update we cover:

1:36 Risk – Credit Default Swaps 2:44 Risk – Bond Spreads 3:30 Volatility 4:44 Leading Economic Indicator 6:24 US Dollar Index (DXY) 10:34 Yield Curve – US Treasuries 14:38 Inflation 17:14 Consumer Health – Savings 18:39 Consumer Health – Credit 20:14 Consumer Health – Wages 21:37 Consumer Health – Housing 22:47 Manufacturing Health – Global PMIs 24:25 Dow Jones Industrial Average 1896-2016 26:11 Markets 1970s 27:21 Markets – Real S&P 500 Index & Valuations 29:55 Q: Is there any good news in the Crypto Market? 33:15 Q: Talk a bit about Gold 35:19 Q: Consumer Debt related to losing their Jobs 36:32 Q: Don’t Wages have to catch up? 37:50 Q: What role does Gold play in investing?

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The Willow Team
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Market Update & Q&A Video Summary (October 2022):

October 2022 Market Update:

In our October 2022 Market Update we cover:

01:25 Risk – Credit Default Swaps 02:56 Risk – Bond Spreads 04:40 Leading Economic Indicator 06:38 US Dollar Index (DXY) 10:07 US Dollar – Currency Composition 12:26 Yield Curve – US Treasuries Yield Curve 14:42 US & Global Yields 15:33 Inflation 17:00 Consumer Price Index 20:21 Inflation – Avg. Price Data, Selected Items 21:06 Cleanest Dirty Shirt? 23:06 Conflict Risks Escalating 26:21 Gold 28:01 Gold (YTD) – Non Dollar Denominated 28:27 What Keeps Us up at Night? 33:12 How are we positioning in this environment? 36:16 Oil Prices and where you see them going? 39:01 What’s your take on Index Funds, World Funds, Total Market Funds? 39:55 Your take on TIPS and Series I Bonds? 40:52 Thoughts on Dollar Cost on averaging into an Annuity for Retirement 41:35 Will the Stock Market even survive? 43:59 Did all of this mess start with COVID fears or was it more than that? 44:58 If the Feds stop raising so much, are you more comfortable with equities and does the current situation mean we should not be in the stock market that much?

47:03 When would we know the time to get back in?

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The Willow Team
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Market Update & Q&A Video Summary (September 2022):

September 2022 Market Update:

In our September 2022 Market Update we cover:

1:34 Yield Curve

4:50 US Treasury Yields

5:23 Wealth Distribution

9:23 Social Unrest

11:41 Inflation

16:02 S&P 500 Chart

23:35 NASDAQ Chart

23:56 Themes – 2020s A Time of Change

33:00 Positioning

Q+A:

36:50 How are you thinking about Civil Unrest and portfolio positions?

38:34 What type of treasuries?

39:03 Fertilizers, Chemicals, Potassium, Nitrogen – Global Food Production

40:21 Crypto Markets

 

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The Willow Team
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Market Update & Q&A Video Summary (August 2022):

August 2022 Market Update:
02:00 Recession Definition
02:50 Overview
03:30 Equity Volatility
05:08 More on VIX
06:12 CDS Spreads
07:06 Bond Spreads
08:19 Rates – Yield Curve
09:49 Rates – 2 Yr and 30 Yr
11:04 Energy
14:28 Global Electricity Generation from Coal
17:11 Wages
18:30 Social Unrest?
19:43 US Dollar Threats
22:33 S&P 500 Chart
24:35 NASDAQ Chart

Q&A
25:24 Q: Do you believe that the Fed is forcing the U.S. into a recession with signs that there is a slowing of economic growth?
28:20 Q: Is the US in a late cycle expansion phase?
32:00 Q: Is it a good idea to pay off a mortgage?
33:50 Q: Should we move crypto off of centralized exchanges into a hardware wallet?
34:51 Q: Thoughts on Innovation ETFs
36:51 Q: Will US switch to a trackable digital coin based currency to take advantage of blockchain technology?
38:29 Q: Are structured products a better defense for market volatility than annuities?
39:29 Q: Government changing definitions?
40:31 Q: 87,000 New IRS Agents?
45:16 Q: Politicians purpose and objective regarding lying about current climate.
49:36 Q: Moving forward, what sectors do we like?

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The Willow Team
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Market Update & Q&A Video Summary (June 2022):

We review our risk indicators and our thoughts on the current macro and economic landscape. Then we answer questions.

1:15 Risk Indicators – Volatility

4:08 Rick Indicators – CDS Spreads

8:29 Risk Indicators – Bond Spreads

10:52 Consumer Sentiment

16:03 Inflation

17:30 Consumer Health: Loans & Savings

18:45 Recession Risk

21:00 Business Outlook

21:32 Dollar Concerns Continue

24:37 S&P500 (YTD)

24:55 S&P500 (5YR)

25:38 What Keeps me up at Night?

Q&A

29:00 Q: Do you believe lower price to earnings multiples and lower earnings forecasts are signs of lower stock prices?

30:33 Q: What do you see the biggest risk for the current equity markets?

30:58 Q: Are you worried about the current growth in China and the health of the Chinese economy?

33:10 Q: Do you see any chance of a market rebound in the foreseeable future or do you see the current trends continuing?

36:42 Q: Should I pull my money out of the market and buy gold and let it ride?

37:34 Q: What to do we extra cash?

39:50 Q: Do you use bonds, gold, and crypto as investments?

40:16 Q: Commenting on our asset allocations thinking currently and into coming months

45:45 Q: More about Crypto currency

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The Willow Team
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Market Update & Q&A Video Summary (May 2022):

We review our risk indicators and our thoughts on the current macro and economic landscape. Then we answer questions.

5:04 Risk Indicators – CDS Spreads

7:38 Risk Indicators – Bond Spreads

9:10 Dollar Concerns 14:15 Inflation

17:25 Purchasing Power of US Dollar

18:56 NASDAQ

22:25 S&P500

Q&A

23:32 What are your target highs for gold and silver?

25:39 Comment on performance of Digital Assets

28:45 Short term treasury Bills

30:40 Do you believe that the Fed’s increasing interest rates will move too quickly and as the potential consumer sectors stall?

32:00 Is the popular investment strategy focused on ESG has underperformed in 2022 first quarter. Do you feel that the logic and evidence for assurance of ESG driven are lacking.

35:38 Is gold less desirable to all when interest rates rise because it has no yield and thus making other yield bearing havens more attractive?

37:00 do you think with all the negative sentiments that the markets are at or near the bottom?

41:30 When will growth come back?

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The Willow Team
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Market Update & Q&A Video Summary (March 2022):

We review our risk indicators and our thoughts on the current macro and economic landscape with comparisons to the past. Then we answer questions.

 01:44 Risk Indicators – Volatility

03:30 Risk Indicators – CDS Spreads

04:02 Risk Indicators – Bond Spreads

04:44 Zoom Price Chart – 2022

08:50 Intel – Dot-com bust

09:31 Cisco – Dot-com bust

10:16 Juniper Networks – Dot-com bust

11:15 Open Discussion

13:14 Does Russia’s invasion of the Ukraine hurt the outlook of the tech sector?

13:35 War times tend to help the Markets

15:48 Where to find Income

18:34 Credit Default Swaps CDS 20:47 Would investments in cyber security stocks be attractive at this time

21:39 Have you considered investment in long term equity as leap options as an alternative to cash?

22:28 If home builders are becoming weary of building more, doesn’t that raise prices on existing markets?

25:10 Where we are Now?

26:25 Steel Stocks

29:21 At what point do we really know if Bitcoin/Ethereum really have long standing value?

32:43 How is that going to affect the value of the dollar and its relationship with crypto?

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The Willow Team
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Market Update & Q&A Video Summary (February 2022):

We review our risk indicators and our thoughts on the current macro and economic landscape with what keeps us up at night. Then we answer questions.

01:14 Intro

01:28 Risk Indicators – Volatility 

02:40 Risk Indicators – CDS Spreads 

03:46 Risk Indicators – Bond Spreads

04:30 Inflation

06:44 Market Technicals

09:43 What Keeps Us Up At Night 

13:10 Portfolio Positioning 

16:27 Q: Stablecoins 

19:07 Q: Do you believe that stablecoins could actual be an alternative to government money? 

21:48 Q: BNY Mellon is moving into crypto, thoughts? 

23:24 Q: Biggest implications Russia/Ukraine conflict, economic rivals, China, Long Term Investments 

27:05 Q: Economic Cycles and how do you determine cash allocation? 

29:16 Q: China’s central bank backed digital currency 

31:56 Q: When are Willow Zoom calls available to review? 

32:23 Q: Where are support levels in this market? 

33:12 Q: Chart review

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The Willow Team
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Market Update & Q&A Video Summary (February 2022):

01:15 Intro

01:23 Risk Indicators – Volatility 02:29 Risk Indicators – CDS Spreads

03:05 Risk Indicators – Bond Spreads

03:45 What Keeps Me Up At Night

04:11 Power Consolidating to the Top

06:50 High Debt

07:21 Supply Chain Disruption

08:07 Stagflation – Hyperinflation 08:32 Civil Unrest

08:52 Power Consolidation Continues

12:16 Supply Chain – Issue Persist

12:43 Inflation

14:58 Social Cohesion – Acceleration of Tension

16:37 Dock Workers Protest in Italy

17:34 Tip of the Iceberg – Storm Brewing

21:10 Market Overview Chart

23:04 Q+A

23:21 Q: What do we go going forward?

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Best regards,

The Willow Team
+1 413 236 2980