Ryan DelanyAug 9, 20226 min readLay of the Land#Coffee has confounded both bulls and bears with a sideways movement after one of the most dramatic bull markets in a generation. Since...
Ryan DelanyMay 25, 20228 min readChanging Landscape in the Coffee MarketThe #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...
Ryan DelanyNov 11, 20213 min read7 Data Points to Watch in Coffee#Coffee is a rapidly changing market and while conviction is essential, we need to be prepared to change our view when the facts change....
Ryan DelanyJul 27, 20213 min readVolatility and Inversion in the Calendar SpreadsThe #Arabica #coffeemarket was inverted by 5 bps in N22/U22 as of 7:18am. This is VERY unusual. I'm not trying to be alarmist here, I...