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Dan Murphy's · week of 2026-11-05

From the front page · Thread · The whole shelf · 2026-10-01

Thirty-seven bourbons, and the whole gap is two Van Winkles

1/Four of the five bourbons closest to fair value on the Kentucky shelf sit under $80. The whole gap lives at the top, in two Old Rip Van Winkles parked near a thousand dollars. All 37 priced live at Dan Murphy's this Thursday; 10 have moved since last look.

2/How I'm reading it: each price against the fair value its own ten-seat jury gives it, in percent. Nothing here dips below its own mean, so the near end is "least over", not a discount. Just the bourbons priced closest to what their peers reckon they're worth.

3/The least-over end, all live. Buffalo Trace at $56, a whisker over its jury at +1.33%. Ezra Brooks at $70, +0.78%. Basil Hayden's at $80, +0.54%, the tightest on the board. Maker's Mark ($57) and the litre of Wild Turkey 81 ($72) follow close behind, both near +2%.

4/The shelf's own words, pooled off its reviews, Kentucky-wide: proof, cornbread, honey, toffee, oak, a cool line of mint. That's the character the region keeps charging into the glass. It describes the whole shelf, not any single bottle in it.

5/The dear end. Two Old Rip Van Winkles lead — the 12 Special Reserve at $1000 and the 10-year 107 proof at $900, both near +29% over their own number. Allocated stock, priced like it. Then Blanton's at $304, +26.86%. Real live prices, not stale tags.

6/The tidy read. Kentucky is a shelf with an honest floor and a wild ceiling, and the ceiling is all allocation. Thirty-seven bottles, the least-over pours cheap and plain. For a first proper pour, the $56 Buffalo Trace or the $80 Basil Hayden's?

Sources

  • Coverage: 37 of 37 members priced live in the 2026-10-01 harvest (100%) — grounding.coverage (n_observed/n_members).
  • Price band $54.90–$899.99, median $80.00; scope-average CE 360° mean ≈ $113.08 — grounding.price_band, grounding.ce_360_mean_avg.
  • Shelf character words (region-level, parent-relative, pooled over 29 reviews): proof, cornbread, honey, toffee, oak, mint — grounding.words (noise tokens "original", "grain", "leather", "dried" set aside as less evocative). No per-bottle tasting notes are asserted; the words describe the shelf, not any one bottle.
  • Cool-down (decision 15): Kentucky (region): led 2026-09-10-whole-shelf-kentucky.md 21 day(s) earlier — CHANGED, may lead again; the piece must say what changed: 10 of 37 bottles changed price or 360° zone (27%; the bar is 10%) (2026-09-10.r to 2026-10-01.1)
End Item Price Gap % Priced
Hot 1 Basil Hayden's Kentucky Straight Bourbon Whiskey 700mL $80 +0.54% observed 2026-10-01
Hot 2 Ezra Brooks Kentucky Straight Bourbon 700mL $70 +0.78% observed 2026-10-01
Hot 3 Buffalo Trace Bourbon 700mL $56 +1.33% observed 2026-10-01
(hot) Maker's Mark Kentucky Straight Bourbon Whisky 700mL $57 +2.01% observed 2026-10-01
(hot) Wild Turkey Kentucky Straight Bourbon Whiskey 81 proof 1Litre $72 +2.09% observed 2026-10-01
Cold 1 Old Rip Van Winkle 12 Year Old Special Reserve 750mL $1000 +29.05% observed 2026-10-01
Cold 2 Old Rip Van Winkle 10 Year Old 107 Proof Bourbon Whiskey 700mL $900 +29.04% observed 2026-10-01
Cold 3 Blanton's Straight From The Barrel Bourbon 700mL $304 +26.86% observed 2026-10-01
(cold) Angels Envy Bourbon 750mL $105 +16.55% observed 2026-10-01
(cold) WILD TURKEY BOURBON RARE BREED 700ML $110 +14.21% observed 2026-10-01

Omissions

None recorded.

Notes for reviewer

  • Cool-down line states 27% in words; the post reports the raw count (10 of 37) to stay off any trend or cause framing, per decision 15.
  • Pooled shelf words were trimmed from ten raw tokens to six evocative ones; "original", "grain", "leather" and "dried" dropped as noise/less distinctive. No per-bottle notes asserted.
  • All dollar figures and gap percentages in the post appear in the Sources table or bullets. Van Winkle prices ($1000, $900) and Blanton's ($304) are the only four-/three-figure tickets; every one is a live observed price.

Format note

Whole Shelf, scope Kentucky (region), vintage 2026-10-01.1, pack region-kentucky-aggregate.json. Gap basis PERCENTAGE; ce_gap_pct=(price−CE 360° mean)/price×100, each bottle's premium over its own CE 360° consensus; 'hot'=smallest premium (least over fair value), 'cold'=largest. No bottle sits below its own mean, so 'hot' is not a bargain. 'Hot'/'cold' are value labels only, never velocity or trend. Coverage 37 of 37 priced live in the 2026-10-01 harvest (100%). Sources holds the stored top/bottom notable-mover cut, not the full ranked shelf.

Frontmatter as merged
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source file: drafts/2026-10-01-whole-shelf-kentucky.md