Ryan DelanyNov 8, 20227 minCoffee Supply and Demand Made EasyUnderstanding the #SupplyandDemand (S&D) balance sheet is essential for any professional #trader, but can also be extremely daunting. ...
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 DelanySep 7, 20214 minThe Trade is Bullish (the Roaster is Not)Like yin and yang, the Law of #Supply and the of Law of #Demand are complementary economic truths: When prices are high, supply...
Ryan DelanyMay 24, 20211 min#Inflation Trade Overdone?Given the outsized influence of the #macro bullishness on the #coffeemarket, it is important to revisit this topic. What's concerning to...