No argument from me here. Markets go up and they go down. Cycles might take time, but they come and go. All a fact of trading life. Best not get married to any of it.

Is it possible that weather patterns really are changing and we are looking at multi-year deficits? Can't rule it out. When long term bear markets are bottoming, nobody believes it. Takes time for the train to gather steam.

In terms of where prices will go, DO NOT IGNORE THE ROLE OF EMOTION.

Java can jolt in the cup and on the trading screen.

New lines of premium coffee ice cream are being launched. That space has been ignored. Like cold brew, just another source of consumption. Same with chocolate covered espresso beans. Go java.