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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In today's episode, Dr. Walter Kemmsies and Mark Hall discuss clogged ports, structural shifts and distribution network as well as solutions to supply chain...
In today's episode, Dr. Walter and Mark Hall discuss the reliability and limitations of electrical vehicles. northpointdev.com kemmsiesgroup.com
A zero percent inflation rate may look elegant mathematically, but the mathematical model built represents no universe that any human being has ever lived...
