Ryan DelanyNov 15, 20227 minEnd of an Era: Coffee Market Back in CarryThe 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 DelanyAug 4, 20213 minA 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 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 DelanyJun 9, 20212 minWho's the Smart Money Here?The #coffeemarket has been consolidating for the last two weeks after its rapid rise up since the beginning of April. The question now...