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What We’re Reading – Week of 10/16/2020

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

NB: ($) denotes subscription site.

 

Treasury bond guru Van Hoisington is worrying about inflation for the first time in decades.  He doesn’t see it as the default outcome though.

Letter via Hoisington Management

 

Does gold protect your portfolio from downturns?

Article via Wall Street Journal ($)

 

Howard Marks says to expect low returns from here.

Memo by Howard Marks

 

“Long Covid” can last for months.

Article via Financial Times ($)