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BULLISHCore thesis · 5/5

Coffee positions for durable bull market transition

The speakers argued that coffee's fundamental supply shock and light spec positioning set up an early-stage rally that could transition from short covering into a durable bull market.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Coffee positions for durable bull market transition · Zortix