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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


New Coffee Trader's Courses in Your TimeZone!
Building on the success of our last Coffee Trader's Course, we will be offering this comprehensive and dynamic online course this...

Ryan Delany
Jul 20, 20212 min read


Worst-Case Coffee Frost in Brazil
Last night frost was reported in Sul de Minas, the largest production area in Brazil. The extent of damage is not yet known, but the...

Ryan Delany
Jul 20, 20213 min read


The Pied Piper of Coffee
Back in October 2020, the Pied Piper of the Brazil drought led away all of the bearish Rats from the #CoffeeMarket, and now he has...

Ryan Delany
Jul 13, 20212 min read


Squeeze in Robusta Spills into Arabica
(Edit: An earlier version of this article erroneously quoted the MiFiD position limits rather than the ICE Eur Delivery Limits. This has...

Ryan Delany
Jul 9, 20214 min read


FOMC Might be Bullish Coffee
I read the Federal Reserve minutes so you don't have to! Steady as she goes from the #FederalReserve. This may disappoint #USD bulls who...

Ryan Delany
Jul 8, 20213 min read


Technicals Look Weak in Coffee
Coffee had a bad week last week in terms of price action. The frost scare caused a run up in prices and short term spec interest and...

Ryan Delany
Jul 7, 20212 min read


Buy the Rumor, Sell the Fact: Coffee Frost Risk in 2021
"Buy the Rumor, Sell the Fact" is a favorite phrase in the coffee community, and it is one that we hear every year around this time of...

Ryan Delany
Jul 2, 20212 min read


What's in a Frost?
The #weather forecast is showing #frost in one of the largest producing areas in #Brazil by Jul 1st, if this materializes then we could...

Ryan Delany
Jun 28, 20212 min read


GCA 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 Delany
Jun 24, 20212 min read


Congratulations to the Inaugural Coffee Trader's Course Class!
A huge CONGRATULATIONS and THANK YOU to the inaugural class of the Coffee Trader's Course at the Coffee Trading Academy. Although I have...

Ryan Delany
Jun 22, 20211 min read


Tis the Silly Season
We have now officially entered the #SillySeason as we prepare for potential #Frosts in #Brazil. According to my #Seasonality report, this...

Ryan Delany
Jun 21, 20211 min read


The Doomsday and Mini-Doomsday Inflation Scenarios
The #FederalReserve's #FOMC met this past week, and the results are relevant to us in the #coffeemarket, and indeed all of the...

Ryan Delany
Jun 20, 20213 min read


The Truth about Inflation and Coffee
The #CPI numbers came out and they were high, even higher than expected. The numbers for May were an increase of 0.6% which was 50%...

Ryan Delany
Jun 10, 20212 min read


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


European Stocks Dampens Impacts of the Deficit
With the return and improvement of the European stocks, I think its important that we address the impact of the projected global deficit....

Ryan Delany
Jun 7, 20212 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


Are Rate Hikes Coming? Does it Matter?
#Currencies and #FX are notoriously difficult to predict because they do not exist in a vacuum, one #currency affects all others. That...

Ryan Delany
Jun 1, 20212 min read


*Is the Rally Here?*
Another big day in the #CoffeeMarkets this time spurred by two pieces of news: 1) Brazilian gov't is issuing water advisories in several...

Ryan Delany
May 28, 20213 min read


Half-Pregnant Coffee
You can't be half-pregnant, but that is exactly how the #coffeemarket looks right now. The technicals are equal parts #bullish and...

Ryan Delany
May 26, 20211 min read
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