Hints and tips:
...Vineyard group Treasury Wine Estates presents quarterly earnings. South Korea’s Daewoo Shipbuilding & Marine Engineering, Taiwan-based China Airlines and National Australia Bank also report....
...Market impact from the option-driven funds is more likely to be visible in nuanced vol-market metrics (e.g. correlation) than in overall market volatility....
...And finally, going nowhere fast for now, it’s the Russell 2000 index of US small-cap stocks....
...Russell Crowe is a high-powered banker. He quits his job, runs to Provence, falls in love with this beautiful waitress, and ultimately, you know, finds himself in wine country. Who wouldn’t want that?...
...on.ft.com/3pfq93D – And one on how German wine has transformed itself, but buyers haven’t noticed: https://on.ft.com/3NIoHAd – We also mentioned A Good Year (2006) directed by Ridley Scott and starring Russell...
...Of this gamma supply, ~70% is on the S&P 500/SPY options,~25% is in Nasdaq/QQQ, and the remainder is a variety of index/ETF exposures (mainly Russell 2000, MSCI EAFE, and MSCI EM) and single names (mainly...
...Picture yourself owning a vineyard....
...They would be the bank you went to for a loan to buy a vineyard in Napa. They held ski trips and huge events. It was the network hub for investors, for tech founders, for entrepreneurs....
...This was true for many years of the wines at Hamilton Russell, Hemel’s pioneering wine estate, which was founded by Tim Hamilton Russell in 1975 when he was chairman of ad agency J Walter Thompson in Johannesburg...
...La Bruja de Rozas is a taste of the Comando G magic for a fraction of the price of their single vineyard crus....
...Many of the leading jazz artists of the day recorded her compositions — including George Russell, Gary Burton and Jimmy Giuffre....
...Payments company Visa, for example, had received a two for “E” and “S” and a three for “G”....
...It is a stunning setting of rolling orchards and vineyards stretching down to the Black Sea 20 miles away. It is also just a few miles from the border with war-torn Ukraine....
...The cultest of these producers is Comando G, a two-man band in the rugged Sierra de Gredos about two hours west of Madrid....
...E.g. “Great work on X and Y, I’ve been impressed with how you’re progressing....
...Camps include the shores of a glacial lake, and the edge of the Russell Glacier....
...“It’s in the key of G.”...
...“It used to be people who wanted to be like Russell Crowe in A Good Year,” he told me, referring to the 2006 film about inheriting a Provençal wine château....
...Now, in practice we think the dangers of SEBI going studs-up against New York-based MSCI and S&P DJI and London-based FTSE Russell is probably small....
...Long may things continue to be not what they were in the world of Bob Dylan. ★★★★☆ bobdylan.com Letter in response to this review: From Blackbushe Airfield to the London Palladium / From David G Connell...
...Dani Landi became a pioneer of ambitious, handcrafted, delicate Garnacha when he co-founded Comando G, a winery in the Gredos mountains west of Madrid, with Fernando Garcia, in 2008....
...Last week M&G Investments’ Bond Vigilantes blog published an interesting post by Matthew Russell making “the case for sterling fixed income”, which we didn’t have time to dig into at the time because of...
...The money allegedly went to everything from a “citizen journalism” media company, to an elite membership program called G-Clubs, and even a cryptocurrency project called the Himalaya Exchange....
...The G-spot of Europe. Nobody knows where it is, but when you find it — it’s amazing.” Vilnius has a long history of welcoming dynamic outliers....
...“It’s been one-way traffic since the beginning of August,” said Matthew Russell, fixed income fund manager at M&G Investments, about the gilt moves. “The moves have been outsize.”...
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