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.
Dr. Walter Kemmsies and Mark Hall discuss the pros and cons of hydrogen fuel as an alternative to EV. In the shipping industry Mearsk...
A stock broker said to another stock broker: "We need chaos to make money. When is flat and predictable, nobody trades. We don't make...
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...