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Ryan Delany
Jun 28, 20212 min read
What's in a Frost?
The #weather forecast is showing #frost in one of the largest producing areas in #Brazil by Jul 1st, if this materializes then we could...
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Ryan Delany
Jun 24, 20212 min read
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...
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Ryan Delany
Jun 20, 20213 min read
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...
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Ryan Delany
Apr 25, 20212 min read
2 Points on ECF Stock Rise
Given the #EuropeanCoffeeFederation (#ECF)'s recent issuance of the stock report, I wanted to review the numbers and see what we can...
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