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Cert Stock Horror Show-Case Study of 1996
Halloween is coming this month, and in keeping with the spooky traditions of this month I want to share a number with all of my #coffee...

Ryan Delany
Oct 4, 20225 min read
734 views
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Coffee Report Focus #5 – Certified Stocks
Everyday I send out a #certifiedstocks #report to my free and premium subscribers because it is one of the most relevant and useful...

Ryan Delany
Mar 15, 20226 min read
3,410 views
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Coffee Calendar Spreads are On Fire
Yesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...

Ryan Delany
Feb 1, 20227 min read
1,298 views
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Sea Change in the Cert Stocks
Over the last month #certifiedstocks in #Arabica #Coffee dropped 120k bags, 33,000 of which happened on October 5th. This is a bellwether...

Ryan Delany
Oct 6, 20212 min read
254 views
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Robusta Inversion, Peak or Just Getting Started?
A few months back I wrote about the +22 inversion in #Robusta #coffeemarket and how that market gets "squeezed". Since then, the F/H...

Ryan Delany
Sep 15, 20214 min read
343 views
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Why Coffee Certs are Different Now, and NOT Bearish
One of the most important data points to follow in the #coffeemarket is the certified stocks. Every day, I send out my #Coffee...

Ryan Delany
Aug 19, 20213 min read
464 views
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Squeeze in Robusta Spills into Arabica
(Edit: An earlier version of this article erroneously quoted the MiFiD position limits rather than the ICE Eur Delivery Limits. This has...

Ryan Delany
Jul 9, 20214 min read
485 views
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What does Disaster look like for Coffee? 170c and beyond...
Those of us following the #coffeemarket, know that there was heat damage that caused flowers to abort from the #coffee trees in #Brazil,...

Ryan Delany
Apr 22, 20212 min read
70 views
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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...

Ryan Delany
Apr 7, 20211 min read
107 views
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