MB Commodity Corner

Home
Podcast
Notes
Archive
Leaderboard
About
MBCC TH 24th Aug’26 - “Big week with Bessent to make an announcement today and Jackson Hole on Friday - what will Bond markets do?”
It is all about where you think yields on the Bond market go from here…
 • Maleeha Bengali
MBCC TH Portfolio Update...
Sign up to see our live updates..
 • Maleeha Bengali
MBCC TH 21st Aug’26 - “ELVIS has left the building - BITCOIN SQUUUeeeEEEeeZZEE!!”
So much happening in a quiet month, Bitcoin has surged 30%+ in last 3 days, taken out about $4bln in shorts..
 • Maleeha Bengali
MBCC TH 20th Aug’26 - “Bessent caves in to the Bond vigilantes, Bitcoin sees largest SQUEEZE in months - what is going on?”
August is never a quiet month…BUT BESSENT JUST DISCLOSED THEIR END GAME..
 • Maleeha Bengali
MBCC TH 19th Aug’26 - “Biggest headline going into the Fed minutes today...what asset is really moving?”
What we suspected and NOW it is on tape…are you in it?
 • Maleeha Bengali
MBCC TH 18th Aug'26 - "What is spooking the market today? MAG7 capex fears? Token prices? UAE threat alerts of missiles for first time in…
A lot of worries for a market at close to highs, what is the trade here?
 • Maleeha Bengali
MBCC TH 17th Aug'26 - "Semis push higher after July debacle as the S&P 500 climbs the wall of worry, where next?"
After the July semis 40%+ SELL OFF / unwind, and are pushing higher again.
 • Maleeha Bengali
MBCC TH 14th Aug'26 - "Why did $SNDK and $MU move yesterday, where do semis go now? All eyes on Warsh/Dollar/Rates - will they raise rates…
3 NEW IDEAS ADDED TO PORTFOLIO TODAY!
 • Maleeha Bengali
MBCC TH - Portfolio Update..
Big moves…sign up to see our new position updates..
 • Maleeha Bengali
MBCC TH 11th Aug'26 - "The Bond vigilantes are at work, not happy with the Fed nor the Iran war - yields up and Yen down..again!"
As much as the US Treasury, Bessent, is trying to artificially support the US Bond market by propping up the Yen for the BoJ, it keeps falling and this…
 • Maleeha Bengali
MBCC TH 10th Aug'26 - "Trump seems to be giving up on the War as S&P 500 makes new highs - what is the trade in AUGUST?"
What assets to own or not to own in August?
 • Maleeha Bengali
MBCC TH 7th Aug'26 - "There is ONLY ONE TRADE IN TOWN, are you in it or not?"
War no war, ai or no ai, capex bust or growth…NOTHING MATTERS…
 • Maleeha Bengali
© 2026 Maleeha Bengali · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture