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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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We are exiting the age of abundance defined by cheap credit, cheap energy and cheap labor: profit and cash flow are sexy again. This is the 2nd part of…
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On a 6-month+ outlook, we stick with a risk-off asset allocation while cyclical LEIs are negative and our US Recession Signal remains active. We…
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VP December 2022 Market Outlook & Discussion Listen now (39 min) | *Recorded and released to VP clients on Dec 8th 2022. https://www.youtube.com/watch?v=Q1FhkcW3_hM
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In the coming decade governments will no longer hide behind the “invisible” hand of the market. They will be forced to make explicit choices on how…
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The below is an excerpt from our Nov 22nd report to VP clients. One of the interesting features of this year’s bear market has been the strong…
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VP November 2022 Market Outlook & DiscussionListen now (40 min) | *Recorded and released to VP clients on Nov 10th 2022. https://www.youtube.com/watch?v=pFFi0HjYxQQ
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Our US Recession Signal has NOT fully triggered yet, but underlying recession risks are picking up as the bullwhip effect reversal plays out (see here…
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