Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
Two Top Commodity Picks for the Rest of 2022
Here's a long and short play in mining and energy to make the best of volatile prices and high demand.
It's a Tale of Two Markets: Equities Vs. Bonds
As major stock indexes have ramped higher over the past weeks, bonds and other asset classes have been in distress. Which market is right?
It's Not So Simple as Buy the Dip
The Russian invasion of Ukraine, Fed rate moves, oil prices and longstanding inflation are all creating a wild brew on the market.
Is There an Actual Threat to the Petrodollar System?
Covid and Ukraine have just brought the time line closer to the dollar's ultimate demise.
Where Is the 'Tipping Point' for Oil, Nickel, Other Commodities?
Most in the market are waiting for the ceasefire to then buy the market and sell commodities -- but this was never about the war. The war just accelerated the moves we're seeing.
Is the U.S. Running Out of Options as It Bans Russian Oil Imports?
President Biden is trying to coerce, rather beg, OPEC and other producers to pump more to avoid catastrophic consequences.
Look Where Few Others Are: Derivatives
Here's why you should never underestimate the power of derivative positioning in equity markets, especially at this time that looks so similar to 2008.
Mix in Russia, Inflation and the Fed, and Oil's Outlook Gets Murky
How tight are the oil markets here, really? Let's take a look.
Gold, Not Bitcoin, Is the Real Digital Safe Haven Asset
Gold is finally outperforming the way one would imagine. It's not always about the absolute performance as it is about the relative performance.
Oh Wait, Why Is Oil Rallying If the War Has Been Called Off?
The oil price did fall, but then it quickly recovered. That is because there was no war premium to begin with.