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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Bitcoin is good. Dr. Walter and Mark decode cryptocurrency. It answers the big three questions: Is it a store of value? Is it commonly...
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...
Mark and Walter discuss the huge increase in construction and commodity prices. When will these prices pull back? For more information on North Point...