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Ryan Delany
Nov 15, 20227 min read
End of an Era: Coffee Market Back in Carry
The current Z/H #calendarspread has been inverted for an entire year (November 2021) and today, it touched a low of -2.6c and is...
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Ryan Delany
Aug 4, 20213 min read
A Curious Coffee COT Report
Last week's #COT contained a curious fact: during the rally up above 200 cents the #specs actually sold rather than bought. This is...
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Ryan Delany
Jul 22, 20214 min read
Bad to Worse: Frost Update 7/22/2021
In my post from a few days ago, I said that the extent of the damage was not yet known. In the two days since then, the situation has...
710 views2 comments
Ryan Delany
Jun 9, 20212 min read
Who's the Smart Money Here?
The #coffeemarket has been consolidating for the last two weeks after its rapid rise up since the beginning of April. The question now...
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