Ryan DelanyFeb 1, 20227 minCoffee Calendar Spreads are On FireYesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...
Ryan DelanyNov 1, 20215 minThe Bear Case for CoffeeThe #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...
Ryan DelanyJun 24, 20212 minGCA Stocks vs KC Stocks Which Determines Price?We have a fundamental disconnect between #CertStocks which are approaching the 5 year highs and #GCAstocks which are flirting with their...
Ryan DelanyJun 20, 20213 minThe Doomsday and Mini-Doomsday Inflation ScenariosThe #FederalReserve's #FOMC met this past week, and the results are relevant to us in the #coffeemarket, and indeed all of the...