Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens.
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Dr. Walter Kemmsies and Mark Hall discuss the ongoing shipping crisis. With unprecedented consumer demand and incongruently low inventory levels it is driving up...
Bitcoin is good. Dr. Walter and Mark decode cryptocurrency. It answers the big three questions: Is it a store of value? Is it commonly...
Excerpt: Mark: About a month ago, we were investigating the context of some of the work we were doing in Africa with our with...