AUTHORS
Maleeha Bengali
Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
Growth Over Value Rotation Unwind - Has It Moved a Bit Too Soon Too Fast?
Sector rotation has been so harsh that it has masked the real fundamentals. There's nothing to say that both sectors and stocks cannot be up.
What Does a 3-Sigma Move Mean for Markets?
Ask yourself if anything has really changed.
Obsessed With Election Results? Focus Instead on Company Fundamentals
We could still get some volatility over the next few days, regardless, a fiscal bill is coming to help the economy.
Forget Emotions When It Comes to Oil, Follow Inventory Data!
For the first time this year oil presents an attractive risk reward proposition.
Dr. Copper Is Seeing China Right Now
While traditionally a gauge of global health, copper is now weighted toward the Chinese economy.
Is a Biden/Democratic Sweep Really a Done Deal?
The market won't tell you which way it will go, but it's important to look at positioning and assess the asymmetric risks.
I Vote for Not Dismissing Risk
Everyone seems to be pricing in a Biden win and stimulus passing -- while shorting the dollar and eyeing the recovery basket. But they could get 'scared.'
Come on Market, Which Is It: Growth or Value?
October can be a tricky month. But all asset classes are linked to U.S. dollar right now.
The Market's Sending Mixed Signals, but the Risk Ahead Is Clear
We should be closely watching the dollar for clues of what's to come.
Is the Market Finally Waking Up to the Term Stagflation?
U.S. economic data is showing signs of a slowdown and the job market is in a mess.
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