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...

#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...

#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...

Over the last month #certifiedstocks in #Arabica #Coffee dropped 120k bags, 33,000 of which happened on October 5th. This is a bellwether...

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

One of the most important data points to follow in the #coffeemarket is the certified stocks. Every day, I send out my #Coffee...

Last month the #GCAstocks, shocked to the downside when they came in below expectations at 5.78 mm bags. This month, we have a...

For the past several weeks and months we have been hearing about #drought and #dryness in Brazil (from our friends like analysts Judy...

Yesterday the #BrazilianCentral Bank announced a rate increase of 1% to combat the rising #inflation. This is the largest increase since...