AUTHORS
Maleeha Bengali
Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
This Market Has Been Rangebound on Derivatives Exposure
Friday is the April expiration for S&P 500 index options -- and that can explain more or less why the market has been so tightly pinned.
Watch the Rate of Change of Covid-19 Infections vs. Fed Largesse
QE does not produce growth, it just delays the inevitable problem and kicks the can further down the road. Meantime, we have a curve ball (the Fed) that keeps throwing trillions at the market, buying riskier assets each time.
The Saudi Wealth Fund Is Messing With the Market for Oil Stocks
Are you willing to pay a 20x-plus multiple for European oil majors that do not and cannot grow?
Is This the Start of a Bull Market or a False Breakout?
Buying the market here is about pricing the economic recovery and the end of financial damage being priced into these stocks.
Did Trump Just Pull an April Fool's Trick With the Oil Market?
This is a big selling opportunity in the European oil majors.
March 2020 Is Gone With the Wind
'The Fed has just put the economy in an induced coma, attaching it on fiscal and monetary life support, hoping that when the time passes it can be brought back to life.'
The Stock Market Should Take Its Cue From the Oil Market
The excess inventory in oil will dry up, and the market will be forever changed. It is harsh in the short term, but could ultimately be beneficial.
Bonds: We Are in a Brave New World
Given recent actions, the way we view fixed income may be changed forever.
We Need Some Social Distance From This Market Noise
With the Fed announcing bazooka liquidity measures as selling took a breather, it allowed the market to rally back to the next level of resistance of around 2600. But now what?
We May Be Entering a New Paradigm Shift in Asset Allocation
We will enter a hyper inflationary world at some point. In that environment bonds and equities will move together in the same direction, and the 60-40 model will not work anymore.
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