In this episode, Mark Hall and Dr. Walter Kemmsies discuss the convergence of missteps and mistakes this past year and a half. The firing and hiring of workers in the US. The $5 trillion fiscal and monetary stimuli. Political instability with Russia invading Ukraine, US provoking China over Taiwan. China’s reaction to COVID. Despite the errors, we're starting to see light at the end of the tunnel.
Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and...
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Winners and Losers of the COVID pandemic, Trend Line and Quadratic Equation. northpointdev.com kemmsiesgroup.com
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...