In this episode, Mark Hall and Dr. Walter Kemmsies discuss the fundamental structural pieces that are in place for 2024 and some weaknesses in the overall structure.
Excerpt:
The Department of Defense for decades has had a list of essential industries. I was on the government's corona virus task force in 2020, and we needed to know what really, really had to be protected. My contribution was included the DOD website.
We were extremely dependent on China for our supply of active pharmaceutical ingredients. That didn't make sense to be 95% dependent on a single country. That's stupid. What happened during COVID proved exactly the point that you shouldn't be so dependent. China shut down exports of a lot of things, and especially in the medical area. There's no judgment there on China, its just that and any country could have done that.
#savannah #savannahrealestate #savannahga #wsj
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, Mark Hall and Dr. Walter Kemmsies did a recap for 2024. Excerpt: Mark:The economy's slowing down and everybody completely obsessed with...
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...