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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Walter and Mark continue the discussion of the economy and the discrepancy of goods. For more information on North Point and The Kemmsies Group,...
In this episode Mark Hall and Walter Kemmsies discuss Security vs Prosperity, market based system vs command system. A small group of people making...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the 2024 Election. Excerpts: Let's take a look at the Biden and we'll take...