Ryan DelanyFeb 1, 20227 min readCoffee Calendar Spreads are On FireYesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...
Ryan DelanyNov 1, 20215 min readThe Bear Case for CoffeeThe #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...
Ryan DelanyJun 24, 20212 min readGCA Stocks vs KC Stocks Which Determines Price?We have a fundamental disconnect between #CertStocks which are approaching the 5 year highs and #GCAstocks which are flirting with their...
Ryan DelanyJun 20, 20213 min readThe Doomsday and Mini-Doomsday Inflation ScenariosThe #FederalReserve's #FOMC met this past week, and the results are relevant to us in the #coffeemarket, and indeed all of the...
Ryan DelanyJun 10, 20212 min readThe Truth about Inflation and CoffeeThe #CPI numbers came out and they were high, even higher than expected. The numbers for May were an increase of 0.6% which was 50%...
Ryan DelanyMay 28, 20213 min read*Is the Rally Here?*Another big day in the #CoffeeMarkets this time spurred by two pieces of news: 1) Brazilian gov't is issuing water advisories in several...