In this episode, Mark Hall and Dr. Walter Kemmsies discuss:
Seven questions we should be asking about the Trump’s Tariffs.
1. What will Trump do now and down the road.
2. What percentage of goods consumed in the U.S., can be manufactured entirely in the U.S.?
3. Will tariffs be across the board or selective?
4. How will foreign exchange rates move?
5. Even if U.S. imported goods volume decline, could there be winners and losers?
6. How will trading partners, who have had 4 years to prepare for a second trade war, react?
7. Will Chinese companies be able to continue using the Japanese companies’ Reagan/Bush era playbook?
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 this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock...
Frick and Frack discuss infrastructure spending and the impact on economic growth in Episode 16. For more information on North Point and The Kemmsies...