I working with a theory. This was something that was batted around here a couple years ago (I think Tiribulus mentioned it in TCell and I remember responding) that during low carb fat loss your body is primed to burn fat for energy, so it made sense to give it a little (fat) fuel. Not significant but a little bit, like a flat teaspoon ( <200 cals probably ).
I agreed because I was just in the habit in the morning of grabbing a handful of walnuts but I hadn't really put it together that that is what I was doing.
I think it's just a little insurance that I'm not grabbing muscle for fuel and it keeps the 'fat for fuel mode' consistent, say versus consuming a half-scoop of whey protein then hitting steady-state cardio.
I guess the real point is that it's working for me (and has worked in the past). I'm going with it for now.
Coffee never blunted my appetite, and I've actually stopped consuming caffeine and stims these past couple months and I feel better than I have in a long, long time (and no crashes). Let's just say that I've abused caffeine/stims for years and it caught up with me (that could be another thread).
EDIT: I always make a point to type "semi-fasted cardio". 50-100+ cals isn't quite "fasted", but it's certainly not working out on a full stomach, either (+ the EAA/BCAA's during)