I’ve written about coffee quite a bit over the past few weeks. It’s been a topic of my posts because of what seemed to be an interesting opportunity to get long coffee in the near future (a couple weeks back). It was something I stumbled onto in my nightly research. I was a little surprised [...]
As precarious as the world feels and as heated as the markets are, it is starting to feel that things might very well proceed in a more orderly fashion. What is orderly? A very curious cascade of ill timed events and slight price adjustments teasing prices generally higher with due correction from time to time. [...]
The last week of October is a sensitive time period for modern traders. Black Tuesday, October 29, 1929 was quite an auspicious date. Although not the last week of the month, not far from it was the 1987 Black Monday, October 19. These historical events hang a shadow over October. This year is no different. [...]
I’m not going into a lot of detail on this tonight. But, I can say that the chart is telling me that coffee is looking technically overbought by a number of different statistical measures…. indicated in the bottom of this proprietary chart. Additionally, I look to see that the longer term trend has no shifted [...]
On a two year cycle, the next long opportunity on Coffee looks to be: October 26… possibly 2-3 days earlier. Keep an eye on this. The two year cycle seems to be the least interesting of the four that I looked at: 2, 4, 5, and 10.
only US areas that produce a significant amount are Puerto Rico and Hawaii a plant produces its first full crop at about 5 years of age and will be productive for about 15 years generally classified in two types: arabica and robusta arabica is most widely produced (~70% of production) Brazil and Columbia are largest [...]
It is a new day in global markets. The macro climate seems intensely deflationary and yet asset classes are getting the squeeze and inflation is the reality. How can this be? That’s a question for another day. But, I can tell you that I’m not afraid to look for some bullish opportunities this year… even [...]
