Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
Demand is something that cannot be forecast as a science. One has to take a view of the economic cycle and make a call.
Investors are borrowing money more and more from the future to buy into risky assets today.
The Federal Reserve was slightly hawkish overall at the October FOMC meeting, and there should be a dollar bullish bias.
When an issue this big comes to market, institutions and fund managers make room in their portfolio ahead of the IPO. This means oil names will be a source of shorts in any portfolio.
Those traders using record unemployment as a justification for a "solid" market will find the carpet pulled from underneath them.
The good old days when investing was about studying the balance sheets and fundamental earnings trends is long gone.