Insights

What We’re Reading – Week of 06/01/2018

Below you will find the articles on economics, investing, and finance that we found most interesting for the week.

NB: ($) denotes subscription site.

 

 

Food companies change skippers as they struggle with slowing growth.

Article via Wall Street Journal ($)

 

Howard Marks says private equity is overpaying for deals and their standards have gotten too loose.

Article via Financial Times ($)

 

How Kinder Morgan used careful planning to score a multi-billion dollar bailout from Canada.

Article by Reuters

 

Europe’s GDPR privacy initiative gives more market share to Google and Facebook as they are the only companies with the resources to implement the regulations.  The law of unintended consequences strikes again.

Article via Wall Street Journal ($)

 

Amazon.com represents the ultimate frenemy. It partners to help create new markets and ways of doing things even as it threatens the old guard.

Article via Wall Street Journal ($)

 

How one man ran up a $1,000,000 student loan balance.  This surely is an outlier, but for the most part it seems like this guy did the right things.  A story like this makes the student loan system in the United States appear broken.

Article via Wall Street Journal ($)

 

What happened to GE?  Bad capital allocation.  Kind of makes one wonder if this becomes a Berkshire company one day?

Article via Fortune