Insights

What We’re Reading – Week of 02/10/2017

Below you will find the articles on economics, investing, and finance that we found most interesting for the week.
NB: ($) denotes subscription site.

 

Bill Gross says removing QE is going to be like quitting methadone.
Investment Outlook by Bill Gross

 

Seth Klarman says Trump’s policies may drive inflation.
Article via New York Times ($)

 

American farmers are forced to reduce supply as low crop prices weigh on cash receipts. The cure for low prices is low prices.
Article via Wall Street Journal ($)

 

Should the U.S. Government buy Gilead to save money?
Article via Forbes

 

Howard Marks reminds us to be wary of experts’ forecasts.
Memo via Oaktree Capital