Alpha Ideas

Some stuff I am reading today morning:

US Treasury yields keep rising (Yahoo)

Oil prices will remain higher for longer (OP)

How to know when AI boom goes bust (WSJ)

Yuan is on a De Facto Gold Standard (Stern Drew)

Essar back in steel (FE)

India’s Critical Minerals co Lohum seeks to buy nickel mines (Reuters)

Why Crypto is still thriving in India (BT)

Who forecasts How? (Klementon)

Can you be a Boglehead Tech investor? (CS)

Sailing Tailwinds (Kyle Harrison)