MB Commodity Corner
Maleeha BengaliCross-asset analysis that tells you what is mispriced across Commodities, Equities, Bonds, and FX!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1130 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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mbcommoditycorner.comLatest Issues
MBCC TH - SOX enters bear market, where do $MU $SNDK all go from here?
Did China ruin the party?
Did China ruin the party? Where to next?
MBCC TH 17th Jul'26 - "Trump hits Iranian infrastructure, the gloves are off! Is China killing off the AI/capex cycle with its lower cost pricing - ROTATION OUT OF SEMIS INTO MAG7?"
There is chaos everywhere as Kospi/Semis enter a bear market.
There is chaos everywhere as Kospi/Semis enter a bear market. China comes out with cheaper versions of token pricing, is there a start of what it did to the EV market for the we...
MBCC TH 15th Jul'26 - "Did CPI spoil Warsh's hawkish plans? There is no shortage of Oil, it's refining that is the problem, how to play it?"
As earnings are coming out in full swing, we dive into why the CPI was so important yesterday and why it caught the market wrong footed…
As earnings are coming out in full swing, we dive into why the CPI was so important yesterday and why...
MBCC TH on June Inflation - biggest drop in monthly headline since covid!! whaaaa?
MBCC has been writing about what to expect in June inflation numbers a month ago…the market was TOO HAWKISH..
MBCC has been writing about what to expect in June inflation numbers a month ago…the market was TOO HAWKISH..
MBCC TH 14th Jul'26 - "JPM, BAC and IBM - how good (or bad) are these earnings vs. what is priced in?"
It is q2’26 earnings time and consensus is currently projecting ~24% S&P 500 EPS growth for 2026.
It is q2’26 earnings time and consensus is currently projecting ~24% S&P 500 EPS growth for 2026. The bar is high as this means the market is...
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The writers behind this newsletter.
Founder MB Commodities Capital LLC (www.mbcommoditiescapital.com) & MB Commodity Corner Ltd. Commodity/Equity ex Prop Trader/HF Manager. Yoga & Fitness junkie, spiritual gangsta by heart. Our job is to be correct, not politically correct.
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