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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
1,297 views
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The Bear Case for Coffee
The #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...
Ryan Delany
Nov 1, 20215 min read
549 views
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GCA 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 Delany
Jun 24, 20212 min read
278 views
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The Doomsday and Mini-Doomsday Inflation Scenarios
The #FederalReserve's #FOMC met this past week, and the results are relevant to us in the #coffeemarket, and indeed all of the...
Ryan Delany
Jun 20, 20213 min read
172 views
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The Truth about Inflation and Coffee
The #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 Delany
Jun 10, 20212 min read
234 views
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*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...
Ryan Delany
May 28, 20213 min read
527 views
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