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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...

Ryan Delany
Nov 15, 20227 min read
937 views
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What the Heck is going on in Coffee?
Today #coffeefutures traded below 190c for the first time since July 2021. Despite #coffee prices hitting a high in the 260s back in Feb...

Ryan Delany
Oct 20, 20225 min read
968 views
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Spreadpocalypse Now
Recently a #coffee researcher friend of mine and I were discussing one of the key topics driving the #coffeemarket today: the disastrous...

Ryan Delany
Jul 7, 20228 min read
766 views
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Cert Stocks Below 1 Million, What Next?
One of the key components that I use, when trying to ascertain fair value of #coffeefutures is the #certifiedinventory, and the outlook...

Ryan Delany
Jun 17, 20225 min read
455 views
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Russo-Ukraine Conflict and the Impact on Coffee (and Commodity) Markets
#Russia has begun aerial bombardment of #Ukraine, including in the capital city of Kiev this morning. What many had hoped (including me)...

Ryan Delany
Feb 24, 20225 min read
1,245 views
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Coffee Calendar Spreads are On Fire
Yesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...

Ryan Delany
Feb 1, 20227 min read
1,298 views
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