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Spreadpocalypse Now
Recently a #coffee researcher friend of mine and I were discussing one of the key topics driving the #coffeemarket today: the disastrous...

Ryan Delany
Jul 7, 20228 min read


Robusta Inversion, Peak or Just Getting Started?
A few months back I wrote about the +22 inversion in #Robusta #coffeemarket and how that market gets "squeezed". Since then, the F/H...

Ryan Delany
Sep 15, 20214 min read


The 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 Delany
Sep 7, 20214 min read


Bearish Specs Appear
Over the last few days we have seen the new highs fail and fall along with the #bullish excitement. Meanwhile we have seen #openinterest...

Ryan Delany
Jun 3, 20212 min read
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