I read widely to support my investment decisions. This daily newsletter saves you time by suggesting 5 pieces covering investment markets, geopolitics, research, and developing social issues.
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Buying rare wines is like investing in a startup: You need ten years of runway to see significant returns. But unlike a startup, an investment in wine is virtually guaranteed. Had you allocated $100,000 to Cult Wines, a U.K.-based wine portfolio…
Andrew CampbellThe management fees, 15 percent of the total investment value, are paid upfront and include storage. Farr Vintners charges 10 percent commission on purchase of wine and 10 percent on the sale.
Spinelli's Dolce Vita
– Jul 13, 3:47 AM
Often when people talk about Franciacorta wines they never talk about Franciacorta, but about spumante or prosecco… but I would advise you to never say that to a wine producer in Franciacorta as they can't stand it 🙂 Franciacorta…
Andrew Campbell“I noticed the Franciacorta/spumante/prosecco topic was a very sensitive topic during a lunch I had with Maurizio Zanella founder of Franciacorta winery Ca’ del bosco. I know it might seem ridiculous for most people, but if only you knew what efforts Mr. Zanella and his colleagues had to do to get this status you would definitely understand their frustration.”
Day 2 of the Nobel Symposium on Money and Banking focused on monetary policy. (My last post covered Day 1 on banking.) Sadly Ben Bernanke's video and slides are not up on the website. Ben showed some very interesting evidence that the crisis was an…
Andrew CampbellDynamic stochastic general equilibrium modeling (abbreviated as DSGE, or DGE, or sometimes SDGE) is a method in macroeconomics that attempts to explain economic phenomena, such as economic growth and business cycles, and the effects of economic policy, through econometric models based on applied general equilibrium
Jim O'Shaughnessy is the Chairman and Chief Investment Officer of O'Shaughnessy Asset Management (OSAM). He was a pioneer in quantitative equity research, part of an early group of explorers who combed through data to find factors which predicted…
Andrew CampbellThere are at least three sources of investing edge: informational, behavioral and analytical. Human behavioral bias represents the most lasting edge can be found for the reason O’Shaughnessy notes, as long as the investor has the discipline to actually stick with a well-constructed system.
Last Sunday I wrote about the over the top video market and made some observations about it in light of the challenges we were having getting our satellite dish working again. In the week that passed, we had another no-show appointment by DirectTV…
Andrew CampbellFinally, we went out in our backyard and got the 20-year-old satellite dish and tossed it in the garbage truck when it stopped by to pick up the trash.
It feels good to be done with the world of wires and set-top boxes and truck rolls and all of that. I won’t miss it.
Gartner L2: Benchmarking Digital Performance
– Jul 18
Specialty Retail is under assault. Traffic to desktop and mobile sites has decreased by 21% since 2017, as brands contend not only with Amazon, but with the collective threat of direct-to-consumer disruptor brands. Fast fashion brands lead with…
Andrew CampbellAmerican Eagle soars with the strongest product pages of all brands tracked, including detailed on-model imagery and geo-local inventory integration. On social media, it received more interactions per Instagram post than 70% of other brands. It finishes off its performance with a well-stocked mobile site complete with vertical video, mobile-optimized live chat, and one-click add-to-cart cross-selling on product pages.