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“We set up Variant Perception to solve our own investing needs. Most investment strategy and economic research we read was highly idiosyncratic and dependent on a guru or some strategist with a crystal ball. While they occasionally got some big calls right, they also missed…
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VP June 2022 Market Outlook & DiscussionListen now | *Recorded on 9th June 2022
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The Bank of Japan’s ultra-dovish policy stance looks increasingly out of step with other central banks and Japan’s own inflation data. The BoJ renewed…
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Unfortunately nobody rings a bell at the top or bottom of the market. Instead we can look through our market tops and bottoms checklist to objectively…
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13
This is the fourth post in a series where we share the best tools and principles that have helped us understand the business cycle. The fourth tool…
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VP May 2022 Market Outlook & DiscussionListen now | *Recorded on 12th May 2022 https://youtu.be/Qfe1xbjl6Is
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We refreshed our Industrial Concentration framework in our June 2021 Thematic report. At the time our US inflation leading indicators were rising…
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7
Tian Yang, our Head of Research, was a guest on the MacroVoices podcast this week. Erik and Tian discussed what our models are telling us about: the…
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