Joshua KonstantinosThe Massive Distortion of Price Signals and Capital AllocationPart I of 2: Ultra-low Interest Rates and Their ConsequencesJul 6, 2020Jul 6, 2020
Joshua KonstantinosSo It’s a Pandemic — How Bad Could It Be?The novel coronavirus spreading around the globe is now a pandemic in all but name. Iran is estimated (based on cases exported to other…Feb 27, 2020Feb 27, 2020
Joshua KonstantinosCoronavirus — Outlook and ProjectionsStatus of the OutbreakFeb 22, 20201Feb 22, 20201
Joshua KonstantinosCoronavirus — The Outlook Has WorsenedLast week I wrote that there were not a lot of hard facts to go on when trying to estimate the likely outcome of the novel coronavirus…Feb 18, 20201Feb 18, 20201
Joshua KonstantinosCoronavirus — The Status of the Outbreak and 4 Possible ScenariosHard facts on the coronavirus are surprisingly hard to come by.Feb 10, 2020Feb 10, 2020
Joshua KonstantinosThe Unprecedented Demographic Boom and BustAdapted from chapter one of Sleeping on a Volcano: The Worldwide Demographic Decline and the Economic and Geopolitical ImplicationsJan 16, 2020Jan 16, 2020
Joshua KonstantinosThe World Is Not Going To Meet The Necessary Emission Reductions — Even A Green New Deal Won’t…The Developing World Is Increasing Emissions At Such A Rate That Any Emission Reduction By The Developed World Will Be Offset — It’s Time…Nov 4, 20198Nov 4, 20198
Joshua KonstantinosAn In-Depth Look At The US Budget — And The Accounting Tricks That Understate The DeficitMoving into election season there is a lot of discussion about spending, taxes, tax cuts, budget deficits and the like. But very rarely is…Oct 8, 2019Oct 8, 2019
Joshua KonstantinosThe Colossal Scale Of China’s Military BuildupIf you’re an avid China watcher you probably already know that the military balance of power in Asia has shifted significantly over the…Sep 22, 2019Sep 22, 2019