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End of an Era: Coffee Market Back in Carry
The 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 Delany
Nov 15, 20227 min read
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A Curious Coffee COT Report
Last week's #COT contained a curious fact: during the rally up above 200 cents the #specs actually sold rather than bought. This is...

Ryan Delany
Aug 4, 20213 min read
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Bad to Worse: Frost Update 7/22/2021
In 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 Delany
Jul 22, 20214 min read
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Who'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...

Ryan Delany
Jun 9, 20212 min read
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