AUTHORS
Maleeha Bengali
Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
The Saudi Wealth Fund Is Messing With the Market for Oil Stocks
Are you willing to pay a 20x-plus multiple for European oil majors that do not and cannot grow?
Is This the Start of a Bull Market or a False Breakout?
Buying the market here is about pricing the economic recovery and the end of financial damage being priced into these stocks.
Did Trump Just Pull an April Fool's Trick With the Oil Market?
This is a big selling opportunity in the European oil majors.
March 2020 Is Gone With the Wind
'The Fed has just put the economy in an induced coma, attaching it on fiscal and monetary life support, hoping that when the time passes it can be brought back to life.'
The Stock Market Should Take Its Cue From the Oil Market
The excess inventory in oil will dry up, and the market will be forever changed. It is harsh in the short term, but could ultimately be beneficial.
Bonds: We Are in a Brave New World
Given recent actions, the way we view fixed income may be changed forever.
We Need Some Social Distance From This Market Noise
With the Fed announcing bazooka liquidity measures as selling took a breather, it allowed the market to rally back to the next level of resistance of around 2600. But now what?
We May Be Entering a New Paradigm Shift in Asset Allocation
We will enter a hyper inflationary world at some point. In that environment bonds and equities will move together in the same direction, and the 60-40 model will not work anymore.
Next Up: How Do You Contain the Dollar Virus?
A U.S. dollar that is rising in value against most other currencies is creating a huge problem for a world inundated with dollar-priced debt.
When One Domino Falls, It Takes the Entire System Down
These are not investable markets, yet. Wait it out, the damage is beyond a small fix now.
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