North Point of View

Dr. Walter Kemmsies and Mark Hall discuss the market share of shipping container volume between east coast and west coast and how the Staggers Rail Act of 1980 deregulated the American railroad industry. northpointdev.com kemmsiesgroup.com

In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the Fed's Interest Rate Hike and its ripple effects. Do we need a recession to curb inflation? northpointdev.com kemmsiesgroup.com

In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Megatrends like Cryptocurrencies, Electric Vehicles and the hype it caused in the stock market. northpointdev.com kemmsiesgroup.com

In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Environmental, Social, and Governance (ESG). Are we actually addressing the root issue or just plastering over it? northpointdev.com kemmsiesgroup.com

In today's episode, Dr. Walter Kemmsies and Mark Hall discuss our reliance on computer technology in our daily lives and why the computer chip shortage. northpointdev.com kemmsiesgroup.com

In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the rise of Electric Vehicles, the environmental cost of lithium mining, availability of charging stations and limited driving range. northpointdev.com kemmsiesgroup.com

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 management. northpointdev.com kemmsiesgroup.com

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. northpointdev.com kemmsiesgroup.com

In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Winners and Losers of the COVID pandemic, Trend Line and Quadratic Equation. northpointdev.com kemmsiesgroup.com

In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the possibility of recession in 2023. northpointdev.com kemmsiesgroup.com

In today's episode, Dr. Walter and Mark Hall discuss the reliability and limitations of electrical vehicles.  northpointdev.com kemmsiesgroup.com

In today's episode, Dr. Walter and Mark Hall discuss reliability issues in China/Eastern Europe and speculate on trade moving to Latin America.  break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe for years to come.  northpointdev.com kemmsiesgroup.com

Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe for years to come.  northpointdev.com kemmsiesgroup.com

Dr. Walter and Mark Hall discuss the latest data on inflation and compare it to 2021. Dr. Walter also shares the currest status of international freight and his opinion on seasonal adjustment data.  For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com

In this episode Dr. Walter and Mark Hall discuss E-Commerce trends. Are E-Commerce sales increasing or decreasing?  For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com

Dr. Walter and Mark Hall discuss inflation and break down the current landscape and markers to look for. They discuss the difference in producers inflation vs consumer inflation and the effects of variable costs such as labor costs, transportation costs and basic commodity costs. Tune in as Dr. Walter shares his predictions and why he considers himself a fan of inflation. For more information on N...

Dr. Walter Kemmsies and Mark Hall discuss the ongoing shipping crisis. With unprecedented consumer demand and incongruently low inventory levels it is driving up costs across the supply chain in everything from real estate prices to labor. The question is, will consumers be willing to bear the burden of the necessary price increases? For more information on North Point and The Kemmsies Group, visi...

Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled an...

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 requires more industrial space than an equivalent $1 spent at a brick and mortar. Dr. Walter shares his projections on both demand and inventory and the importance Gateway leaders working together. For more information on North Point and The Kemmsies Gro...

Dr. Walter Kemmsies and Mark Hall talk again about the ongoing shipping crisis. With a mad rush to get goods in to meet the surge in pent up demand, is now the time to hedge your bets and be a contrarian? For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com  

In the first episode of Season 2, Mark and Walter discuss details of the Infrastructure Bill. Walter also unpacks how we define infrastructure based on three categories: physical infrastructure, social infrastructure and conventions. For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com

In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP, money supply, growth rates, velocity and productivity. For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com  

Bitcoin is good. Dr. Walter and Mark decode cryptocurrency. It answers the big three questions: Is it a store of value? Is it commonly acceptable? And is it transportable? For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com  

In episode 17, Mark and Walter talk manufacturing mega trends and the desire to reduce the carbon footprint while adding to the bottom line. For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com  

Frick and Frack discuss infrastructure spending and the impact on economic growth in Episode 16. For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com