NEW ODD LOTS:
Why the price of coffee has surged 100% over the last year.
@tracyalloway and I took a deep dive into coffee market structure with @CoffeeNinjaRyan to discuss how the market works, and what's driven this dramatic change in price. bloomberg.com/news/articles/…
Why the price of coffee has surged 100% over the last year.
@tracyalloway and I took a deep dive into coffee market structure with @CoffeeNinjaRyan to discuss how the market works, and what's driven this dramatic change in price. bloomberg.com/news/articles/…
@tracyalloway @CoffeeNinjaRyan Here's a 5-year chart of arabica beans. You can see the price really taking off at the end of 2020, at the end of a multi-year bear market. 
@tracyalloway @CoffeeNinjaRyan Here's Robusta (lower quality) beans. Also up, but not as much.
One thing I learned from talking to @CoffeeNinjaRyan is that in coffee trader lingo, playing the spread between Arabica - Robusta is called "the arb" (even though it's not actually an arb at all)
One thing I learned from talking to @CoffeeNinjaRyan is that in coffee trader lingo, playing the spread between Arabica - Robusta is called "the arb" (even though it's not actually an arb at all)
@tracyalloway @CoffeeNinjaRyan And here's the full transcript of our discussion, on why the price of coffee has gone nuts. bloomberg.com/news/articles/…
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