Sitemap - 2026 - MB Commodity Corner

MBCC TH 18th May'26 - "Will Trump TACO as US 10 year yields hit 4.6% or will he go ALL IN on Iran as they refuse to back down? EMERGENCY ANNOUNCEMENT TONIGHT!"

MBCC TH 15th May'26 - "Bond markets are BLOWING UP in Japan and US..what is happening?"

MBCC TH 14th May'26 - "What did Trump achieve in China? Will Iran concede?"

MBCC TH 12th May'26 - "All eyes on the CPI today as US 10 year Bond markets move above 4.43%! Paging Kevin Warsh?"

MBCC TH - Key Portfolio Ideas Update...

MBCC TH 11th May'26 - "What proposal did Iran come back with and is it good enough?

MBCC TH 7th May'26 - "Blow off top incoming?Never underestimate the power of short upside calls in the markets!"

MBCC TH - Portfolio Update...

MBCC TH 6th May'26 - "Pakistan back channels help US/Iran put a 14-point plan to end the war!"

MBCC TH 5th May'26 - "Earnings revisions making new highs as analysts caught off guard with the underlying strength! Watch US Bonds as more debt issuance is due.."

MBCC TH 4th May'26 - "Iran attacks UAE again today, missiles intercepted, while US bonds are breaking, what is going on?"

MBCC TH - Interview with Real Vision, 60 days after the war, what happens next to Oil and Risk Assets? (for paid subscribers only!)

MBCC TH 1st May'26 - "Is Trump about to strike Iran again this weekend? What happened to the Japanese Yen and Oil yesterday?"

MBCC TH 30th Apr'26 - "Did Trump just light a match to the Bond market? The Fed is helpless!"

MBCC TH 29th Apr'26 - "Today marks the 60th day for the Iran War, it's crunch time, will Trump TACO or escalate? All eyes on Powell tonight - UREA and US yields are KEY here!"

MBCC TH - Did UAE just shock the Oil world by leaving OPEC? Was this expected? Is Oil a buy or sell?

MBCC TH 28th Apr'26 - "Is Trump out of choices, why is the summit in May in China is so important? How do the Q1'26 earnings look, more upside to come?"

MBCC TH 27th Apr'26 - "Big week for Tech earnings, have the prices gone up too much too soon? Big week for data, has the Oil price shock set in yet?"

MBCC TH - Portfolio Update...

MBCC TH 24th Apr'26 - "It is now a waiting game, who will blink first, US or Iran? Is Iran running out of Oil storage or does the world fall into a recession?"

MBCC TH 22nd Apr'26 - "The new reality of the world we need to price in, ceasefire extended, but for how long? What does it mean for Equities/Bonds/Oil and more?"

MBCC TH 21st Apr'26 - "Market has moved up in a straight line as we head for the 2nd round of US/Iran peace talks, is it too much too soon?"

MBCC TH 20th Apr'26 - "Are they meeting or are they not, what is going on with US/Iran - we tell you from sources on the ground!"

MBCC TH 17th Apr'26 - "We are entering a new era outside of the Petrodollar, asset managers need to be prepared. Why are Equities/Bonds/Oil reacting the way they are and where do they go?"

MBCC TH - Special Strategy Edition - "What is the main goal for the US going into Iran peace talks and why is it so important to get it done before May?"

MBCC TH - Portfolio Update...

MBCC TH 15th Apr'26 - "March PPI came in lower than expectations, is the energy shock yet to be priced in? Does the S&P 500 move higher or blow off top?"

MBCC TH 14th Apr'26 - "Why are the S&P 500 and Nasdaq moving back to highs and which sub-sector is really shooting higher? The Bitcoin vs. Gold/Silver trade - what is happening?"

MBCC TH 13th Apr'26 - "The S&P 500 is only down 0.5% despite peace talks breaking down, what is going on? What does the US blockade of the Strait mean for Oil & the global economy?"

MBCC TH - Weekend update post US/Iran peace talks in Pakistan?

MBCC TH 10th Apr'26 - "All eyes on CPI today as US/Iran head to talks in Pakistan tomorrow - will there be a ceasefire or not? INFLATION is the issue!"

MBCC TH 9th Apr'26 - "Is it a ceasefire or just buying time, are markets a buy or a sell here? Is Oil going back to highs?"

MBCC TH - 100 targets went off in Beirut in 10 minutes, IDF is hitting them - what is happening to the a ceasefire?

MBCC TH 8th Apr'26 - "The biggest question on everyone's mind is where and how far does the price of Oil fall now?"

MBCC TH - IRAN AND US AGREE TO A 2 week ceasefire deal, full details below!

MBCC TH - Update on markets/Iran war post the Easter weekend, where do we go?

MBCC TH - What did Trump say, or rather NOT say last night regarding Iran War?

MBCC TH 1st April'26 - Special update on Trump addressing the nation at 9pm ET tonight - what will it be?

MBCC TH - What deal did Pakistan & China agree to?

MBCC TH 31st Mar'26 - "Does Trump use ground troops to go all-in on Iran, or does he TACO and leave the mess to be cleaned up by the Gulf? Tick tock the Bond market clock is ticking..."

MBCC TH 30th Mar'26 - "US 10 year bond yields hitting 4.5%, DXY at 100, Equities below 200 day moving average - it's crunch time, what happens next?"

MBCC TH 27th Mar'26 - "Watch the Bond markets, Trump's ceasefire comments unable to pacify global markets. Equities breaking below 50 day weekly moving average, now what?"

MBCC TH 25th Mar'26 - "The next 48 hours are critical, what is the US planning and what does it mean for Equities & Commodities, are you ready?"

MBCC TH 25th Mar'26 - "US 15 point peace plan for Iran, will it work? What is at stake here for Oil, Gold, Equities, Dollar, Bonds and more..."

MBCC TH 24th Mar'26 - "Gas is more of a concern than Oil into the Iran War - the window for stability is getting narrower as pieces of the Jenga tower are slowly falling out!"

MBCC TH - Iran War - Is there a deal or is Trump buying time? Where does Oil go now?

MBCC TH 23rd Mar'26 - "Trump gives Iran a 48 hour deadline, Oil higher for longer and the Fed "put" that may not be available this time as everyone expects!"

MBCC TH - What to do in Gold here, oversold or more to go?

MBCC TH 19th Mar'26 - "Wait, why is Gold going down when geopolitical uncertainty is rising as the war drags on? WE DISCUSS THE ONLY ONE CHART THAT MATTERS TODAY!"

MBCC TH - Portfolio Update...

MBCC TH 18th Mar'26 - "How long can the Iran war go on, where and how is Oil REALLY flowing? Also beware Friday Quadruple Witching derivative expiration - impact on the S&P 500?"

MBCC TH 17th Mar'26 - "What did Trump's press call say about the war and what does it mean for Equities/Bonds and Oil now? Next up is Fed FOMC tomorrow, what will it be?"

MBCC TH 16th Mar'26 - "What are Iran's demands and what will it take to end this war - Trump checkmate as the Oil flow is only for allies!"

MBCC TH - Oil Portfolio Update..what does it do now?

MBCC TH 13th Mar'26 - "CNN reveals US did not anticipate Iran to fight back so strongly/close the Strait of Hormuz - Brent Oil touching $100 again, how long can the war go on and impact on Equities?"

MBCC TH 11th Mar'26 - "Oil not sure if going to $100+ or back down to $75...where do we stand right now and how to trade it?"

MBCC TH 10th Mar'26 - "Trump TACOs as is hostage to the Oil and Bond markets, what happens next and why did he cave in? Brent OIL closes DOWN 15% from UP 30% on day!"

MBCC TH - Oil, how much is actually flowing through Strait of Hormuz and how much is blocked?

MBCC TH - What to do in Gold?

MBCC TH Portfolio Update - where do we stand in Oil?

MBCC TH - How will Equities/Bonds/Dollar react to this Oil price spike?

MBCC TH 9th Mar'26 - "Brent Oil touched $115, +30% overnight.....now is down 10%, what is going on?"

MBCC TH - "Into the weekend, what are the key catalysts to watch for, this war is now more about financial leverage than lines on a map - what happens to the PETRODOLLAR!"

MBCC TH 6th Mar'26 - "Trump saying will not stop till Iran surrenders completely, Brent Oil goes to $90/bbl!"

MBCC TH - Special Interview with Real Vision talking Oil/Straits of Hormuz/Iran strategy vs. attacks on infrastructure - where does Oil go and implication for broader markets?

MBCC TH 5th Mar'26 - "More and more European countries are getting dragged into the US/Israel war, more attacks on Oil, what does it mean for Equities/Oil/Bonds here? Is Bitcoin waking up?"

MBCC TH - special on Iran attacks on the Gulf states, how and why?

MBCC TH 4th Mar'26 - "Myth of the closure of Strait of Hormuz, let's take at the MAP and what is ACTUALLY HAPPENING in Oil?"

MBCC TH 3rd Mar'26 - "The issue that is concerning is EU/UK Gas, not Oil - how will this impact markets outside of US? What happened overnight and why are markets back down?"

MBCC TH - What to do in Gold, Silver and Bitcoin here?

MBCC TH 2nd March'26 - "As Middle East burns, Oil prices spike, with Gold up - what should investors do and what are the REAL COMMODITY MARKET FLOWS TELLING US?"

MBCC TH - "US/ISRAEL attacked Iran this morning, this is what happened and what Iran is doing next and what will happen to markets?" - Special Edition..

MBCC TH 27th Feb'26 - "Markets await 3pm eastern time today to see what Trump decides with Iran - war or no? But do not ignore what economic data is saying underneath the surface!"

MBCC TH - Geneva Talks update...headlines hitting!

MBCC TH 26th Feb'26 - "What did $NVDA do last night and what does it mean for the S&P 500 and Nasdaq, we discuss put/call skew + derivative set up - sometimes positioning is more important!"

MBCC TH - What is the REAL trade in Brent Oil now? Does it go back down to $60s or squeeze above $80?

MBCC TH 25th Feb'26 - "Why are 6900 and 600 so important for the S&P 500 ($SPY) and Nasdaq ($QQQ) - how are the derivatives positioned and what can it mean into $NVDA earnings tonight?"

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?

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?"

MBCC TH 20th Feb'26 - "As US prepares to strike Iran (or not), where does it leave markets and Oil?"

MBCC TH 19th Feb'26 - "What is the one chart that keeps us up at night? Why is it SO IMPORTANT?"

MBCC TH 17th Feb'26 - MBCC STRATEGY Q2'26 SPECIAL EDITION, what assets/sectors/commodities will do well and which ones will not!

MBCC TH - Portfolio Update...

MBCC TH - Oil special - Energy stocks $XLE have broken out as MAG7/$XLK gets crushed - what is the real trade here?

MBCC TH 13th Feb'26 - "Every sector got killed yesterday - global margin calls or something more sinister? We discuss Gold/Silver/Bitcoin/Tech stocks post earnings, what stands out?"

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 where can it go post opex?"

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 it mean for Dollar/Gold and more.."

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 derivative structure set up for the index? Can Silver break > $90?

MBCC TH - The next stock/s to break out here, are you in it?

MBCC TH - Does Silver break > $82 here or go back down? Portfolio Update..

MBCC TH 9th Feb'26 - "What caused the massive rally on Friday and does it hold? Key week for CPI and Job market, what will it mean for Dollar/Powell/Rates and more..."

MBCC TH 6th Feb'26 - "MAG7 earnings and capex projections taking entire market down, time to separate noise from fundamentals! Liquidations in Bitcoin see Silver/Gold get hit too, buy or more to go ?"

MBCC TH - Are you freaking out as everything gets sold? WE TELL YOU WHERE BITCOIN AND GOLD AND SILVER GO NOW!

MBCC TH - What to do in this blood bath, some are buys but some remain sells!

MBCC TH 5th Feb'26 - "The AI Momentum trade got hammered, but it is taking down ALL THE LATERAL plays too, time to separate the noise from the real fundamentals!""

MBCC TH 4th Feb'26 - "Bitcoin, what happened yesterday? Why is the S&P 500 holding up here and where can it go? Gold and Silver making a base or more selling to come?"

MBCC TH - Gold update...what to do here now?

MBCC TH - Silver bounces back to $90, how far can it go?

MBCC TH Portfolio Update..

MBCC TH 3rd Feb'26 - "Are Gold and Silver markets back on an uptrend or is this a dead cat bounce? US ISM and more discussed, what does it mean for Bonds/Dollar and Commodities?"

MBCC TH - Does Bitcoin go down < $70k or back > $88k?

MBCC TH What is the trade now in Silver..?

MBCC TH 2nd Feb'26 - "Gold and Silver break supports down 10% overnight, again, is the market finding a floor or more downside to come? We discuss paper vs. physical market as that is key here!"

MBCC TH - What is the trade here in SILVER now?

MBCC TH - Portfolio Update post weekend slaughter...

MBCC TH - NEW IDEA!

MBCC TH - What to do in Bitcoin here?

MBCC TH Portfolio Update..

MBCC TH 29th Jan'26 - "Silver moving 30%, Gold moving 10% INTRADAY, are you not entertained? Warsh new Chair, what does this all mean?"

MBCC TH Portfolio Update..

MBCC TH 29th Jan'26 - "Oil, Copper all breaking to NEW HIGHS, the Fed will start to care "very soon" - world and markets are broken!"

MBCC TH - Is Oil breaking out here? Is this the Silver chase or real fundamentals?

MBCC TH - NEW PORTFOLIO IDEA!

MBCC TH 22nd Jan'26 - "The only chart that matters into the FOMC tonight, DXY, does it break multi year supports or move higher? All eyes on Fed!"

MBCC - What to do in Copper here?

MBCC TH 26th Jan'26 - "Dollar/Yen shenanigans, what does it mean for S&P 500 and Commodities? Fed up next into FOMC as bond markets worry, what will they do?"

MBCC TH - Silver update, another 5%, where can it go?

MBCC TH - What is going on US NATGAS? Buy or Sell? (correction please re-read post)

MBCC TH 23rd Jan'26 - "Big announcement from BoJ tonight on rates, what does it mean for Yen carry trade and Japanese Bond Yields and Precious Metals and Bitcoin?"

MBCC TH 22nd Jan'26 - "Why is Bitcoin selling off still despite Gold & Silver making new highs? Here is a correlation no one is talking about!"

MBCC TH - Special edition on a NEW COMMODITY that has yet to squeeze higher..

MBCC TH 21st Jan'26 - "How are derivatives and 0DTE options impacting S&P 500 index, what does it mean and where will it take the index? Bonds/Dollar/Earnings and more!"

MBCC TH - Portfolio Update on Precious Metals..

MBCC TH 20th Jan'26 - "Trump goes all in with XXX% tariffs even, what does this mean for GDP/EPS/markets? What is happening to Japanese Bond markets and what does it mean for Gold/Silver and more?"

MBCC TH - Portfolio Update

MBCC TH - weekend special on Iran/US/Oil/Geopolitics...how to play it?

MBCC TH 16th Jan'26 - "The only chart that matters now, especially as we head into Jan FOMC with Fed Powell! All eyes on q425 earnings, MAG7 on some key levels and what do do with PMs?"

MBCC TH - Biggest near term risk to positioning in 1 asset, are you still in it?

MBCC TH 15th Jan'26 - "One tweet changes the game, what is happening in Oil, is it cheap on macro or geopolitics?"

MBCC TH - SPECIAL alert on Iran/US and Oil...

MBCC TH 14th Jan'26 - "What phase of the economic cycle are we in, Goldilocks or Stagflation, and which assets do you want to own HERE and NOW? It is clearly not MAG7 nor S&P 500..."

MBCC - special alert for clients on portfolio!

MBCC TH - This stock has 100%+ upside, update!

MBCC TH 13th Jan'26 - "CPI comes in lighter than expected, will the Fed cut in Jan now? What is CME doing in Gold/Silver margins - paper market is not physical market!"

MBCC TH - How important is the Fed meeting on the 28th Jan, and what CAN HAPPEN?

MBCC TH - Special Portfolio and Geopolitical Update, what is Trump planning to do next re: Mexico/Cuba/Venezuela/etc and what does it mean for your portfolio?"

MBCC TH Portfolio Update..

MBCC TH 9th Jan'26 - "What does Rio Tinto/Glencore deal mean for Commodities, why now? US GDP and productivity numbers astound economists - is AI spend helping the economy finally?"

MBCC TH 8th Jan'26 - "How does the first week of January look for S&P 500? All eyes on NFP this week, what will the Fed do? What are Japanese bond yields telling us?"

MBCC TH - Breaking news on TOP PICK for the year!

MBCC TH - New portfolio idea for paid clients!

MBCC TH 6th Jan'26 - "Venezuela was about something much bigger for Trump, implications for US/BRICS? Are Commodities the asset calss for this year, if so, which ones?"

MBCC TH - What is our TOP PICK FOR 2026, stock has 150%+ upside?

MBCC TH - VENEZUELA, what happenned and why? What does it mean for Oil, Gold and Commodities in general?

MBCC TH 2nd Jan'26 - "What does the new year bring, stocks/sectors and asset classes in focus as Jan starts..