I just interviewed Maleeha Bengali. She runs an active trading and investment recommendation newsletter focusing on commodities and commodity-related equities. She uses a top-down macro perspective and combines that with bottom-up fundamental relative value analysis.
Maleeha is extremely well informed about what's going on in the commodity space. But she also gained the experience and built the systems that let her turn all that information into actionable insights. I found it super interesting to learn what she's thinking about the current state of affairs but also to find out more about how she developed her investment/trading philosophy.
You can find MBB Corner here
and follow Maleeha on Twitter here.