March 25, 2020

In light of this week’s federal relief effort and subsequent capital market improvement, Alexandra wanted to share her current thinking and analysis of what all of this means. The video also contains several charts and graphs to help explain things more clearly. Please click on the video below to watch her message.

Video Message Highlights:

1. Our risk indicators are still showing significant stresses in the structures that hold our capital system together. We see credit freezing up and banks are getting less trusting about lending to each other. Both of these are backbone mechanisms in our whole system. (Lots of fun charts and graphs in this section!)

2. The federal government passed a bailout package this week that promises “no ceiling” to the amount of help it will provide to support the economy.

3. While this eased tension in the capital markets and may help us find a temporary floor, we believe this strategy just continues to kick the can (or the barrel, at this point) down the road on a weakened and broken system.

4. When the Fed solves the problem by flooding the system with cash, we may have to pay the price later with an inflationary environment leading to recession. 

5. For these reasons, we are continuing to take a conservative approach in our investments.

6. We continue to have concerns about our current economic structures and we are optimistic about the chance to reset capitalism through Loving Change. Willow is intentionally positioned to help guide a new path forward and encourage companies and leaders into a better future.


As always, it is our great pleasure to serve you. We appreciate your trust and faith in us and we are committed to keeping you informed and empowered during this challenging time.

If you have any requests for topics or questions you’d like Alexandra to answer on video, we would love to hear them! 

Please don’t hesitate to contact us with any questions or concerns.

Best regards,

The Willow Team
+1 413 236 2980

 

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