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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I've had a Roomba now for almost 15 years. Often times it gets stuck. You got to pick it up. You got to move...
Frick and Frack discuss infrastructure spending and the impact on economic growth in Episode 16. For more information on North Point and The Kemmsies...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss Mergers and Acquisitions (M&A) in the auto industry. Automakers are driven by various factors...