In today's episode, Dr. Walter Kemmsies and Mark Hall discuss winners and losers of the COVID pandemic, Trend Line and Quadratic Equation, Strong Dollar, Cheap Europe, US Export woes, Global emerging markets in distress and debt payment for developing nations. Latin America shifting to the left.
Japan's recession during the 90's lasted over two decades and the stock market was flat for literally 20 plus years. It is considered one...
In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP,...
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss clogged ports, structural shifts and distribution network as well as solutions to supply chain...