The Feds' incredible interest rate error caused a recession in the consumer goods industry. Cost to ship a container from China dropped below the trend line. Seven months later, a transportation recession occurred. Food production within North America went down significantly. Grocery prices skyrocketed. Stay tuned for part two: Predictions for 2023.
In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP,...
Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe...
In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock...