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Why Coffee Certs are Different Now, and NOT Bearish
One of the most important data points to follow in the #coffeemarket is the certified stocks. Every day, I send out my #Coffee...

Ryan Delany
Aug 19, 20213 min read


GCA Stocks Return to Seasonal Expectations, Confirms Deficit
Last month the #GCAstocks, shocked to the downside when they came in below expectations at 5.78 mm bags. This month, we have a...

Ryan Delany
Aug 16, 20213 min read


CTA Merchandise Comes to Animal Crossing
My daughter surprised me by making my merch in her #AnimalCrossing game. Got me right in the feels! Important to have the support of your...

Ryan Delany
Aug 13, 20211 min read


Brazil Coffee: A Little Dry, or Very Dry?
For the past several weeks and months we have been hearing about #drought and #dryness in Brazil (from our friends like analysts Judy...

Ryan Delany
Aug 12, 20213 min read


Coffee Report Focus #1: Seasonals
In my quest to offer you the best information and resources available on the coffee market, I will be doing doing a series of posts about...

Ryan Delany
Aug 9, 20214 min read


A Macro Boon for Coffee
Yesterday the #BrazilianCentral Bank announced a rate increase of 1% to combat the rising #inflation. This is the largest increase since...

Ryan Delany
Aug 5, 20215 min read


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


Coffee Is Unimpressed
The risk of great expectations is great disappointments. Initial assessments are that the much ballyhooed 2nd (technically 3rd) frost of...

Ryan Delany
Jul 30, 20212 min read


1994 Frost Risk
When the market rallied 26c in a day following the 7/20 Frost I casually remarked that I would have to look at the pre-2000s data to find...

Ryan Delany
Jul 29, 20212 min read


Staying Ahead of the Market
It is a terrible feeling to wake up one morning and see that your position has gone against you. Many #exporters and #tradehouses have...

Ryan Delany
Jul 28, 20212 min read


Volatility and Inversion in the Calendar Spreads
The #Arabica #coffeemarket was inverted by 5 bps in N22/U22 as of 7:18am. This is VERY unusual. I'm not trying to be alarmist here, I...

Ryan Delany
Jul 27, 20213 min read


Margin Requirements and Frost #3: What to Expect
Today, the #coffeemarket (#Arabica) rallied +26c at the highs today to 215.20 in September based on #margin increases and renewed #Frost...

Ryan Delany
Jul 26, 20214 min read


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
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