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.
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 our first episode, Dr. Walter Kemmsies and Mark Hall discuss the 2020 drop in GDP. Was there a reason for this recession? Was...
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the possibility of recession in 2023. northpointdev.com kemmsiesgroup.com