looking at major lows in 2012
was recently invited to present my overall coffee
outlook to an array of large hedge funds, coffee
roasters and cash commodity firms via a conference
call format on March 8. The call was hosted by KeyBanc
Capital Markets and their brilliant food industry
stock analyst Akshay Jagdale.
The slide presentation for the
coffee outlook call has been provided for you.
Coffee prices, after having more than doubled
in the 2010/2011 bull market that I correctly
predicted repeatedly in my 2010 reports, have
since been engaged in a slow motion crash since
May 2011 having fallen 40%.
buying opportunity equal in scope and importance to
the one seen in the spring of 2010 is rapidly approaching.
Coffee along with rice and milk offer what I believe
to be the trifecta of the markets with the best looking
future fundamental picture as we head into the reflation
cycle that I expect in 2013/2014. I hope you enjoy the