MB Commodity Corner

MBCC TH 14th Nov'25 - "Technology vs. S&P 500 is testing its uptrend, has the rotation out of Tech into Defensives started? Is FCF an issue as credit default swaps widen for Tech names?"

Maleeha Bengali's avatar
Maleeha Bengali
Nov 14, 2025
∙ Paid

A lot happened yesterday, we break it down, what the cause is, and what the impact will be, and where we move forward.

Is this it, are we in 2007? 2000? or just a pullback?

Why is Bitcoin getting hammered while Gold keeps going up? We discuss Oil, Gold, Silver and macro asset rotations and more….Sign up to read!

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Maleeha Bengali
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture