Dr. Walter and Mark Hall discuss the latest data on inflation and compare it to 2021. Dr. Walter also shares the currest status of international freight and his opinion on seasonal adjustment data.
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Mark and Walter discuss the huge increase in construction and commodity prices. When will these prices pull back? For more information on North Point...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the Panama and Suez Canal. Excerpt: Mark: Two months ago, it felt like we...
In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock...
