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
How Macro Flows Can Distort the Physical Oil Market Dynamics - But for How Long?
The macro tailwind only works for the oil market until physical market dynamics take over. When they do, unwinds can be sharp and painful.
This Market Now Belongs to Penny-Chasing Wanna-Be-Millionaires
This seems awfully similar to the 2000 tech boom when everyone was a genius being long. What could possibly go wrong?
Everyone Is Chasing the Reflation Trade Blindly
It's important to follow the macro trends like growth over value rotation, or reflation vs. deflation trade.
We Are Back to Brent Levels Where Russia/Saudi Tensions Started Last Year
As prices nudge towards $60/bbl Brent today, where do things stand?
Time to Get Technical: What's Volatility, VIX, Telling Us About the Market Now?
When some asset classes stop moving to the mainstream mantra in place since last year, it pays to take notice.
Not All Assets Are Tesla or Bitcoin - What's Really Happening in the Market?
There's too much free money in the hands of people who have no idea what trading is, but more importantly what risk management is.
A 'Yippee Ki Yay' Spirit Suddenly Has Risen to Rattle the Markets in 2021
Small traders are flexing their collective muscle to take on the Wall Street establishment, and it appears they're eyeing silver next.
From Reflation to Stagflation - Implications for Asset Allocation
We shall see what the future holds for the dollar as that is and always will be the key deciding factor for asset allocation and sector allocation too.
Oil Specs Are All in and Long - Too Much Too Soon?
Oil is especially interesting as it is deemed the cheapest. Cheap is cheap for a reason.
What Lies in Store for the Market in the First Quarter of 2021?
It's easy to get caught up in the inflation trade, but it's also important to know how best to play that.
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