Alpha Ideas

Some stuff I am reading today morning:

US-Iran talks likely to resume (Jerusalem Post)

US Naval blockade could strangle Iran’s economy (Iran Int)

Petrol, Diesel losses widen for OMCs (Rediff)

Trump’s Tariffs could be restored by July (MC)

Why Central Banks are selling gold (CNBC)

Stock Talk: Solar Module Stocks (FE)

China Shock 2.0 (FT)

The Rare Earth Trap (OP)

My investment beliefs (BI)

Key findings on Diversification (Morningstar)