Maleeha Bengali is CEO of MB Commodities Capital, based in London. In the past two decades, she has worked as a portfolio manager and hedge fund manager for UBS, Goldman Sachs, and Merill Lynch. She began contributing to TheStreet's Real Money in 2018, where she specializes in commodities coverage.
Bengali focuses on using both top-down macro and bottom-up fundamental relative value analysis applying cross-asset arbitrage techniques to capitalize on the relative mispricings evident in these asset classes. She has generated a compound annual growth rate (CAGR) of ~ 10% using systematic delta neutral investment trading strategies; minimizing market and directional risk while maximizing returns, focusing on alpha generation.
When Bengali isn’t covering global financial topics, she can be found on the tennis court, biking, or listening to EDM music.
Recent Articles By The Author
OPEC: To Cut or Not to Cut Production?
Oil market dynamics in 2023 are a far cry from what was seen in 2022.
Gold, Silver Don't Always Fall in Line With the Charts, or Logic
Everyone has become a chart trader at their own peril and we know how things turned out for them in 2022. So let's take a different look at precious metals.
First It Was 'Sustainable,' Now It Is 'Artificial Intelligence'
For ETF investors, it is important to separate themes and buzzwords from the companies actually positioned to benefit.
Market's Still Looking to Fed, China, as Saviors
Investors have gotten so used to the Fed always saving the day or buying the dip, that they chose to ignore what is developing in other parts of the cyclical economy. Let's take a look.
If Copper Is the Go-To Metal in a Clean Energy World, Why Is Its Price Stagnant?
Perhaps it's because demand at present, especially from China, isn't all that strong as the world braces for a recessionary environment.
Hey OPEC, Who Is Saying 'Ouch' Now?
OPEC members must be scratching their heads wondering why oil is collapsing after they took about 1 million barrels per day out of the market.
Market 'Addicts' Are Trading on Hope, Not Reality
In the new world of investing, market players will need to do more work picking quality companies than just playing the momentum.
OPEC Blinked Before the Fed!
Will the Fed follow suit and give the addict (market) its next opioid (QE) fix or stand its ground?
Have We Moved Past the Peak of the Petrodollar?
The wheels of change are in motion as global alliances are shifting.
Dr. Copper Has a Lot to Say About China's Economic Growth
China's more focused on the domestic consumer which is the fastest way to get GDP numbers higher.