MB Commodity Corner

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MBCC TH 9th Jul'26 - "Ignore Trump tantrums and US/Iran war daily noise, this is the ONLY chart that matters!"
As people begin wondering whether the war is back on, something else is moving underneath the surface that has WAY MORE ASSET ALLOCATION IMPLICATIONS!
 • Maleeha Bengali
MBCC TH 8th Jul'26 - "US attacks 80 sites in Iran, Oil up 6%, is the war back on again?"
What does this mean for equities/oil and more…
 • Maleeha Bengali
MBCC TH - "Samsung just recorded the great quarterly profit in tech history, +1,810% y/y, yet stock is down 8%?"
The most awaited stock/sector is starting to report and Samsung came out with blow out numbers, yet the KOSPI is down 11% and Samsung itself is down…
 • Maleeha Bengali
MBCC TH 7th Jul'26 - "UAE pumped a record of 2.8 mbpd in May, Saudi offers LARGEST discount ever of its Oil to Asia - what is happening in…
Most analysts were wondering why Oil prices were NOT higher given inventories are at all time lows, while we have been reporting ACTUAL flows over the…
 • Maleeha Bengali
MBCC TH - Portfolio CORE holding ALERT!
Something just came out…
 • Maleeha Bengali
MBCC TH 6th Jul'26 - "Are the semi conductors giving us a warning signal about what it is to come? Is the AI bubble about to burst on capex…
OPEC announces an increase of 188k bpd of quota increase for August, does this mean MORE oil to come to the market?
 • Maleeha Bengali
MBCC TH 2nd Jul'26 - "The KEY asset to watch here is the DOLLAR/DXY - does it break higher or make new lows!"
The answer to this question will determine key sector rotation/asset allocation trades….
 • Maleeha Bengali
MBCC TH - Special edition - What did Warsh JUST SAY, MBCC called it post FOMC debut, peak hawkishness!
Fed always LAGS never LEADS..
 • Maleeha Bengali
MBCC TH 1st Jul'26 - "What do the first 2 weeks of July seasonally mean for Equities? Oil price, why is understanding refining so important…
New quarter new start after a brutal June….but here are few interesting points the market is waiting to see where it goes next!
 • Maleeha Bengali

June 2026

MBCC TH - What is going on in Bitcoin ETFs, and why is $MSTR so cheap? Key here is CAPITAL STRUCTURE ARBITRAGE!
A lot going on in the capital structuring side, a lot of talk on Saylor selling…we break it down!
 • Maleeha Bengali
MBCC TH 29th Jun'26 - "Why are the markets falling despite war being over - all eyes on Q2 earnings for MAG7, is the AI capex spend over…
As we head into the long holiday weekend, the earnings going into q2 will be KEY as all eyes on margins/capex spend and eps growth - is the economy…
 • Maleeha Bengali
MBCC TH - Special edition - "Real Vision talk with MBCC on Commodities/Oil/OPEC post US/Iran war and DXY de-dollarisation trade!"
MBCC sits down with Ash Bennington at Real Vision to what is the real macro economic cycle underneath all the Oil price moves and now that the war is…
 • Maleeha Bengali
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