MB Commodity Corner

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MBCC TH 24th Feb'26 - "What do options activity on Oil look like, and what does it mean for the price of Oil going forward?
Fundamentals, positioning and sentiment go hand in hand…we look at derivative set up here too!
 • Maleeha Bengali
MBCC TH 23rd Feb'26 - "Where does the S&P 500 go this week into $NVDA earnings? What does a US attack on Iran mean for Oil and Oil stocks?"
Sign up to read what we see happening and what is mis-priced here..
 • Maleeha Bengali
MBCC TH 20th Feb'26 - "As US prepares to strike Iran (or not), where does it leave markets and Oil?"
Sign up to read full note on what happens to equities/bonds/commodities and more..
 • Maleeha Bengali
MBCC TH 19th Feb'26 - "What is the one chart that keeps us up at night? Why is it SO IMPORTANT?"
We wrote a big asset allocation strategy piece this week and this is the CHART THAT MATTERS THE MOST regarding that..
 • Maleeha Bengali
MBCC TH 17th Feb'26 - MBCC STRATEGY Q2'26 SPECIAL EDITION, what assets/sectors/commodities will do well and which ones will not!
As we shift into the next quarter, something changed last few weeks, we break each asset down and our macro signals combined with physical market…
 • Maleeha Bengali
MBCC TH - Portfolio Update...
For our paid subscribers, live portfolio update!
 • Maleeha Bengali
MBCC TH - Oil special - Energy stocks $XLE have broken out as MAG7/$XLK gets crushed - what is the real trade here?
Today we talk macro rotation taking fundamental EPS and demand into account…is this rotation done or can it keep going?
 • Maleeha Bengali
MBCC TH 13th Feb'26 - "Every sector got killed yesterday - global margin calls or something more sinister? We discuss…
When everything falls across the board, without any catalyst, it means massive derisking, which tends to give good opportunities, question is which…
 • Maleeha Bengali
MBCC TH 12th Feb'26 - "After dismal job revisions, what does the CPI have in store for us? Why is the S&P 500 stuck between 6900-7000, and…
As the markets stay pinned, we explain why and what will happen after opex….
 • Maleeha Bengali
MBCC TH 11th Feb'26 - "All eyes on the Non Farm Payrolls today, are the BLS adjustments right? Is the US heading into a slowdown? What does…
Sign up to read what we expect today and how to read/react to the data..
 • Maleeha Bengali
MBCC TH 10th Feb'26 - "Key catalysts for the S&P 500 as we wait CPI and Jobs plus $NVDA numbers, what will they mean and how is the…
We discuss our targets on Gold and what is happening in Silver and Bitcoin, where it can go and by when…
 • Maleeha Bengali
MBCC TH - The next stock/s to break out here, are you in it?
Sign up to see our live portfolio recs..
 • Maleeha Bengali
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