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...
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Igor Bragato
- Nov 10
- 3 min
Hailstorm Smacks Brazil Coffee
A massive #hailstorm happened across the #Brazilian #coffee growing regions this Tuesday, and more is possible today. Many cities were...
976 views1 comment
Ryan Delany
- Nov 8
- 7 min
Coffee Supply and Demand Made Easy
Understanding the #SupplyandDemand (S&D) balance sheet is essential for any professional #trader, but can also be extremely daunting. ...
447 views0 comments
Igor Bragato
- Oct 27
- 4 min
Technicals Suggest Coffee Bull Market is Over
Despite low certified inventory levels and a persistent inversion, the #coffeemarket has maintained a bearish trend and now even broken...
500 views0 comments
Ryan Delany
- Oct 20
- 5 min
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...
912 views0 comments
Igor Bragato
- Oct 18
- 5 min
Objective Coffee Weather Analysis on a Global Scale
Since #Coffee is an agricultural product, the weather is an essential component in the #coffeemarket. The fact that we must rely on...
207 views0 comments
Ryan Delany
- Oct 11
- 5 min
How the Coffee Market Inversion can Break Itself
One of the most striking features of the #coffeemarket in recent times is the high inversion of calendar spreads instigated by the record...
817 views0 comments
Igor Bragato
- Oct 6
- 7 min
How the Brazilian Elections Affect the Coffee Market
The Brazilian presidential elections are happening and the question that arises for us is: how does this affect the #coffeemarket? In...
429 views0 comments
Ryan Delany
- Oct 4
- 5 min
Cert Stock Horror Show-Case Study of 1996
Halloween is coming this month, and in keeping with the spooky traditions of this month I want to share a number with all of my #coffee...
701 views0 comments
Ryan Delany
- Sep 30
- 8 min
Why Technical Analysis is Controversial (and How to Use it Properly)
Technical Analysis is one of those topics that divides a lot of people in the #trading community--some people love it, and some people...
204 views0 comments
Igor Bragato
- Sep 21
- 3 min
Brazilian Coffee Market Outlook - With Cocapec
On Sep 1st, 2022 we spoke with Adilson Machado, the manager of Cocapec, one Brazil’s premier Coffee Coops. Adilson himself is deeply...
292 views0 comments
Igor Bragato
- Sep 1
- 6 min
An Outlook of the Cerrado Coffee Crop in Brazil
On August 17th, we visited the city of Araguari, localized in the Cerrado Mineiro, one of Brazil’s main #coffee producing areas. Our...
362 views0 comments
Ryan Delany
- Aug 25
- 2 min
Coffee Rallies 27c in 3 days, Bubble or Boom?
Just a few weeks ago #coffee was below $20 and the downtrend from $250 had decimated many bulls. However, since that peak bearishness,...
621 views0 comments
Ryan Delany
- Aug 16
- 3 min
Invasion of the Certs
There are now an impressive 263k bags of #coffee pending grading in Antwerp, and this puts a different spin on the bullishness of the...
420 views0 comments
Ryan Delany
- Aug 11
- 3 min
What the Latest Inflation Number Means for Coffee (and all Commodity) Prices
The overall framework in commodities is that a weak USD rallies commodities and a strong US dollar devalues commodities. This is the...
282 views0 comments
Ryan Delany
- Aug 9
- 6 min
Lay 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...
506 views0 comments
Ryan Delany
- Jul 7
- 8 min
Spreadpocalypse Now
Recently a #coffee researcher friend of mine and I were discussing one of the key topics driving the #coffeemarket today: the disastrous...
690 views0 comments
Ryan Delany
- Jun 21
- 3 min
Brazilian Coffee Outlook with Heberson Sastre
On Jun 9th, 2022 we met with Heberson Sastre, the head of the Minasul trading desk and a coffee trader with almost 30 years of experience...
293 views0 comments
Ryan Delany
- Jun 17
- 5 min
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...
382 views0 comments
Ryan Delany
- Jun 16
- 4 min
Coffee Value Score: An Objective Measure of Coffee Value
The flagship product of my reports is something that I call my “Coffee Valuation Score.” The purpose of this report is to provide a...
375 views0 comments