Ryan DelanyJul 27, 20213 minVolatility 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 DelanyJul 26, 20214 minMargin Requirements and Frost #3: What to ExpectToday, the #coffeemarket (#Arabica) rallied +26c at the highs today to 215.20 in September based on #margin increases and renewed #Frost...
Ryan DelanyJul 22, 20214 minBad to Worse: Frost Update 7/22/2021In my post from a few days ago, I said that the extent of the damage was not yet known. In the two days since then, the situation has...
Ryan DelanyJul 13, 20212 minThe Pied Piper of CoffeeBack in October 2020, the Pied Piper of the Brazil drought led away all of the bearish Rats from the #CoffeeMarket, and now he has...