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Ryan Delany
May 24, 20211 min read
#Inflation Trade Overdone?
Given the outsized influence of the #macro bullishness on the #coffeemarket, it is important to revisit this topic. What's concerning to...
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Ryan Delany
May 17, 20211 min read
Don't Fight the Fed
Well the Macro picture has once again raised its ugly head. #Federalreserve Vice Chair Clarida said the weak April payroll report shows...
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Ryan Delany
Apr 7, 20211 min read
The Inverse Relationship between Stocks and Price
I have often remarked on the inverse correlation between price and #commodity inventory (stocks). In #coffeemarket the two most relevant...
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