MB Commodity Corner

MBCC TH update - "Has the AI bubble burst, credit spreads are blowing post ORCL, contagion spreading across to other sectors too, what is going on?"

Maleeha Bengali's avatar
Maleeha Bengali
Nov 13, 2025
∙ Paid

Is this the start of something much deeper or just another mid month sell off?

It all started with AI…and now?

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