Intro As fundamental analysts, we believe prices are primarily driven by #supply and #demand. However, we also recognize the significant...

Half-Pregnant We are in a particularly awkward moment in #coffee, and the stakes are high for the direction of price. Already faced by...

In #Coffee, and in many #commodities like it, stocks (inventory levels) drive price. This is particularly true in coffee because the...

Understanding the #SupplyandDemand (S&D) balance sheet is essential for any professional #trader, but can also be extremely daunting. ...

On Sep 1st, 2022 we spoke with Adilson Machado, the manager of Cocapec, one Brazil’s premier Coffee Coops. Adilson himself is deeply...

#Coffee has confounded both bulls and bears with a sideways movement after one of the most dramatic bull markets in a generation. Since...

Recently a #coffee researcher friend of mine and I were discussing one of the key topics driving the #coffeemarket today: the disastrous...

One of the key components that I use, when trying to ascertain fair value of #coffeefutures is the #certifiedinventory, and the outlook...

Understanding the #fundamentals, the environment of #coffee #supply and #demand is the second most important skill that a #coffeetrader...

The #coffeemarket is in a very different dynamic than it was 3 months ago, and we are getting near to a new paradigm: the bear market. In...

#Coffee prices have crossed the 200 day SMA 4 out of the last 5 trading sessions, and last week marks the first time that this key...

Over the last month and a half #coffee has lost 50c or nearly 20% of its value from peak to trough after a historic #bullmarket that saw...

#Russia has begun aerial bombardment of #Ukraine, including in the capital city of Kiev this morning. What many had hoped (including me)...

#Coffee is both a financial product and a global #commodity. It is cultivated, consumed, shipped and traded across almost every country...

On January 24th, I will be teaching my first “Coffee Trader’s Course” of the new year and I wanted to share a little bit about my...

Today Fed Chairman Powell gave testimony before the US Senate where he cautioned on the economic impact of the #Omicron Variant on the US...

The #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...

After last month's surprise GCA stocks report, many of us in the #coffee industry were watching closely this week's report, because the...

The results of last week's poll are in and the people have spoken: DEMAND is GOOD...or at least, better than expected. In the wake of the...

Like yin and yang, the Law of #Supply and the of Law of #Demand are complementary economic truths: When prices are high, supply...