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Markets in Hindsight

What Goes Up

CHAPTER

Long Coffee, Short Beer Stocks

Coffee is fiting from a supply chain problems. Meanwhile, because drinking together is still not back in full swing, people tend not to drink so much beer. So given that things were not getting back to normal as many had hoped this year, if you went long coffee futures and short sm p 500 brewery sector, that made you an amazing hundred and 50%. It's an extraordinary thing but we are all, at this moment, desperate for kafine and less desperate alcohol.

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