What an interesting — even jittery — six weeks to open the year! Parts of the Nasdaq unceremoniously melted down, sabres were rattled on the steppes, commodities were all over the place (in a good way, mostly) and there were some unexpected disappointments from counters such as Aveng and Oceana.

At this point we could all use a drink, which is exactly what I’ve done. I have taken quite a liking to the fortified value in liquor group Distell...

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