AUTHORS
Maleeha Bengali
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
If You Think the Fed Has a Masterplan, Think Again
It appears in reality the Fed is taking each day as it comes, and it really does not know much. Here's how this could lead to bigger problems.
Let's Draw the Line Right Here: Oil Demand Is Never Linear
Global oil consumption has bounced quite a bit and yet is still below pre-COVID levels. But here's what no one is talking about.
Now That We Have the Bitcoin ETF, Do You Know What Contango Is?
Outside of the ETF launch which could generate flow into the crypto space, it is important to ask what the real theme is for Bitcoin.
Don't Underestimate the Power of Stagflation
The Fed might be proven right that inflation is 'transitory,' but after how much damage? Let's get out our Econ 101 books and review.
Does the Fed Really Not Know the CPI Is at its Highest Rate Since 2008?
The real issue is that they don't know and are just hoping that "inflation is transitory".
Is Stagflation Really That Hard to Trade?
What OPEC and markets are not set up for is pure demand destruction.
Modern 'Magic' Monetary Theory Is Running Out of Gas
Is this the real inflation scare? Let's see what's ahead for energy.
What Jerome Powell Did and Did Not Say
The market had a strange reaction to the initial headlines out of the Fed, and even now it's unclear how long the liquidity taps will remain open.
Let's Dissect Bitcoin's Move, Bit by Bit
Why bitcoin is down? We should look at the economy, the Fed, China, risk management and how they are all connected.
To Taper or Not to Taper? All Eyes Are on the FOMC
When growth starts to slow and inflation moves higher - that's the most unfavorable set of conditions. And that's exactly the market's nervousness right now.
Oops!
We're sorry. There was a problem trying to send your email to .
Please contact customer support to let us know.
Please Join or Log In to Email Our Authors.
Email Real Money's Wall Street Pros for further analysis and insight
Already a Subscriber? Login