MB Commodity Corner

MBCC TH 27th Aug’26 - “Did NVDA just save the S&P 500 - what are the next catalysts to watch for? Where do Equities/Bonds/Dollar all go now?”

Maleeha Bengali — Thu, 27 Aug 2026 11:22:48 GMT

NVDA came with blow out numbers but the guidance was the MOST interesting thing, here is what it means for few stocks that can DOUBLE FROM HERE…

Are you in them?

Subscribe now

MBCC TH 25th Aug’26 - “All eyes on the Bond market, what happens next?”

Maleeha Bengali — Tue, 25 Aug 2026 14:02:36 GMT

Bessent and team trying to reassure the Bond market…but yields are being stubborn as they calling BS on this strategy..

Where do they go next?

Subscribe now

MBCC TH - Portfolio Update - WHAT DID BESSENT JUST SAY?

Maleeha Bengali — Mon, 24 Aug 2026 15:38:17 GMT

And no one is in this one asset nor believes it..

Subscribe now

MBCC TH 24th Aug’26 - “Big week with Bessent to make an announcement today and Jackson Hole on Friday - what will Bond markets do?”

Maleeha Bengali — Mon, 24 Aug 2026 09:55:17 GMT

It is all about where you think yields on the Bond market go from here…

What is Bessent going to do next?

Subscribe now

MBCC TH Portfolio Update...

Maleeha Bengali — Fri, 21 Aug 2026 14:25:00 GMT

Subscribe now

MBCC TH 21st Aug’26 - “ELVIS has left the building - BITCOIN SQUUUeeeEEEeeZZEE!!”

Maleeha Bengali — Fri, 21 Aug 2026 14:09:13 GMT

So much happening in a quiet month, Bitcoin has surged 30%+ in last 3 days, taken out about $4bln in shorts..

WHAT IS GOING ON…where does it go?

Subscribe now

MBCC TH 20th Aug’26 - “Bessent caves in to the Bond vigilantes, Bitcoin sees largest SQUEEZE in months - what is going on?”

Maleeha Bengali — Thu, 20 Aug 2026 08:37:46 GMT

August is never a quiet month…BUT BESSENT JUST DISCLOSED THEIR END GAME..

All roads lead to ———-

Sign up for just $99/month as we had been calling for Dollar to fall months ago while most sell side were still debating how high the Dollar would rally…below our latest views and our live portfolio!

Subscribe now

MBCC TH 19th Aug’26 - “Biggest headline going into the Fed minutes today...what asset is really moving?”

Maleeha Bengali — Wed, 19 Aug 2026 14:03:51 GMT

What we suspected and NOW it is on tape…are you in it?

Subscribe now

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 weeks?"

Maleeha Bengali — Tue, 18 Aug 2026 16:15:39 GMT

A lot of worries for a market at close to highs, what is the trade here?

Subscribe now

MBCC TH 17th Aug'26 - "Semis push higher after July debacle as the S&P 500 climbs the wall of worry, where next?"

Maleeha Bengali — Mon, 17 Aug 2026 10:09:41 GMT

After the July semis 40%+ SELL OFF / unwind, and are pushing higher again. We pushed a long in these names to our clients last week…

Where do they go next? Sign up to see our latest ideas/catalysts, don’t miss out as we look at sectors from cross asset macro perspective when fundamentals are aligned with flow/momentum!

Subscribe now

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 in September?"

Maleeha Bengali — Fri, 14 Aug 2026 09:22:16 GMT

3 NEW IDEAS ADDED TO PORTFOLIO TODAY!

Subscribe now

MBCC TH - Portfolio Update..

Maleeha Bengali — Wed, 12 Aug 2026 16:13:26 GMT

Big moves…sign up to see our new position updates..

Subscribe now

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!"

Maleeha Bengali — Tue, 11 Aug 2026 13:07:39 GMT

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 is before OTHER central banks need to sell US assets to support their currency..

What is the end game here? The Fed chair is too weak to do anything but watch…

Subscribe now

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?"

Maleeha Bengali — Mon, 10 Aug 2026 11:50:34 GMT

What assets to own or not to own in August?

We discuss it all below, sign up to see our live portfolio!

Subscribe now

MBCC TH 7th Aug'26 - "There is ONLY ONE TRADE IN TOWN, are you in it or not?"

Maleeha Bengali — Fri, 07 Aug 2026 07:33:09 GMT

War no war, ai or no ai, capex bust or growth…NOTHING MATTERS…

THIS IS THE ONLY CHART THAT MATTERS….and the next asset allocation trade depends on it..

Subscribe now

MBCC TH - Portfolio Update..

Maleeha Bengali — Thu, 06 Aug 2026 16:15:22 GMT

What to do in Oil now?

Subscribe now

MBCC TH 5th Aug'26 - "US Treasury Bessent has sealed the Dollar's fate, are you positioned for it?

Maleeha Bengali — Wed, 05 Aug 2026 15:21:20 GMT

The above chart is USD/JPY. Dollar has collapsed vs. the Yen…what is the US treasury up to?

Subscribe now

MBCC TH - Portfolio Update...

Maleeha Bengali — Tue, 04 Aug 2026 14:19:31 GMT

New updates to portfolio..

Subscribe now

MBCC TH 4th Aug'26 - "US Treasury intervening to support the Yen and back end US Bond yields while peace deal could be seen as early as tomorrow!"

Maleeha Bengali — Tue, 04 Aug 2026 12:54:33 GMT

US Treasury Bessent said a deal to reopen the Hormuz could be seen as early as tomorrow. Oil is down more than 2%…

Where can it go if there is no more war? Why is Oil falling when SPR is at lows?

Subscribe now

MBCC TH 3rd Aug'26 - "Trump TACOs on Monday served best when hot! Deal on again?"

Maleeha Bengali — Mon, 03 Aug 2026 14:41:31 GMT

It is almost as though he flames up the headlines on Friday, and then backs out over the weekend….

WE WROTE ON FRIDAY WHY TRUMP WOULD NOT ATTACK IRAN…and why?

Subscribe now