Comments
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DYThis year a record crop is expected out of Brazil. This guys thesis looks very doubtful at this stage. I am short coffee. Let’s see 3-6 months later how it plays out.
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CLSo, this was taped the same time as the corn trade but released 5 days later (and I believed filmed couple days before that). Trying to time the market with videos? Makes no sense.
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CLMaybe this guy just replaced Dennis Gartman as the Commodities King
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NTThis is nonsense.
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LWNovice question: If one were to use an ETN/ETF in this trade, would it be appropriate to time the exit by watching the plain old Arabica USD per KG price? Put another way, does the ETF he mentioned diverge or fail to track the USD per KG price in any meaningful way that I am missing? Thanks in advance. Always been an equities guy, so trades like this are new (and interesting) to me.
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LBThank you for changing the trade idea music
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RKInteresting is the stock JVA that started moving finally (i am long this one). Also, the interviewer is the most beautiful investment fairy.
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RMThe annual production less demand variability is much bigger than the total China demand. This appears to be the case now and for many years ahead even with China demand steadily growing at 16% per year. That is what will drive coffee futures. So he needs to match this thesis to a retail coffee business in China.
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CHI've been long arabica for quite some time now for exactly these reasons.