Ryan DelanyFeb 1, 20227 min readCoffee Calendar Spreads are On FireYesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...
Ryan DelanySep 15, 20214 min readRobusta Inversion, Peak or Just Getting Started?A few months back I wrote about the +22 inversion in #Robusta #coffeemarket and how that market gets "squeezed". Since then, the F/H...
Ryan DelanyAug 4, 20213 min readA Curious Coffee COT ReportLast week's #COT contained a curious fact: during the rally up above 200 cents the #specs actually sold rather than bought. This is...
Ryan DelanyJul 28, 20212 min readStaying Ahead of the MarketIt is a terrible feeling to wake up one morning and see that your position has gone against you. Many #exporters and #tradehouses have...
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...
Ryan DelanyMay 26, 20211 min readHalf-Pregnant CoffeeYou can't be half-pregnant, but that is exactly how the #coffeemarket looks right now. The technicals are equal parts #bullish and...
Ryan DelanyApr 25, 20212 min read2 Points on ECF Stock RiseGiven the #EuropeanCoffeeFederation (#ECF)'s recent issuance of the stock report, I wanted to review the numbers and see what we can...