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.
Walter and Mark continue the discussion of the economy and the discrepancy of goods. For more information on North Point and The Kemmsies Group,...
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...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss Mergers and Acquisitions (M&A) in the auto industry. Automakers are driven by various factors...
