Alpha Ideas

Some stuff I am reading today morning:

Trump keen on deal with Iran (CNBC)

Iran declines negotiations with US (MC)

Gold hits four month low (DH)

Oil falls after Trump comments (Yahoo)

World faces gas supply edge (FT)

Indian bond yields at 52 week high (FE)

Party is over for Bachcha Party (Vivek Kaul)

How the oil shock will impact India (BI)

Is your bank locker really safe? (Basu Nivesh)

$3 Trillion S&P 500 Gatecrashers (Humble $)

Some stuff I am reading today morning:

Iran believes its winning (WSJ)

Coming week is critical for global economy (Next Economy)

Govt Bonds face perfect storm (CNBC)

INR hits fresh low (Rediff)

How tax harvesting can help save tax (HT)

Thread: 8 Aerospace stocks (Sekhar)

Notes on the Markets (Persistence Capital)

The median alternative fund is not worth it (BP)

The subtle art of not selling stocks (Chin Hui Leong)

Finding monsters in the Microcap desert (Microcap Club)