What to expect in 2023? Mark Hall and Dr. Walter Kemmsies discuss Ukraine/Russia and China. Speculation if the Feds will cut rates in the first half of the year and what to expect on the second half.
Mark and Walter talk industrial real estate. Vacancy rates are hovering around 1% mainly driven by the boom in e-commerce. $1 of e-commerce sales...
In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock...
In this episode, Mark Hall and Dr. Walter Kemmsies did a recap for 2024. Excerpt: Mark:The economy's slowing down and everybody completely obsessed with...