Mark and Walter discuss what a fragile system the supply chain.
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China’s debt to GDP ration is 297%. Some of the increase in debt is because of the belt and road initiative. They lent money...
Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe...
In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock...