Ryan DelanyMay 24, 20211 min read#Inflation Trade Overdone?Given the outsized influence of the #macro bullishness on the #coffeemarket, it is important to revisit this topic. What's concerning to...
Ryan DelanyMay 17, 20211 min readDon't Fight the FedWell the Macro picture has once again raised its ugly head. #Federalreserve Vice Chair Clarida said the weak April payroll report shows...
Ryan DelanyApr 7, 20211 min readThe Inverse Relationship between Stocks and PriceI have often remarked on the inverse correlation between price and #commodity inventory (stocks). In #coffeemarket the two most relevant...