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The Variant Perception Blog
Thoughts on markets from the team (and friends) at VP
By VP Research · Launched 2 months ago
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12 Years of VP
“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…
VP Research
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12 Years of VP
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VP June 2022 Market Outlook & Discussion
Listen now | *Recorded on 9th June 2022
VP Research
Jun 25
6
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VP June 2022 Market Outlook & Discussion
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The great BoJ divergence
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…
VP Research
Jun 18
3
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The great BoJ divergence
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Not enough signs of a major market bottom
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…
VP Research
Jun 12
13
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Not enough signs of a major market bottom
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Tools that have helped us the most #4
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…
VP Research
Jun 4
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Tools that have helped us the most #4
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VP May 2022 Market Outlook & Discussion
Listen now | *Recorded on 12th May 2022 https://youtu.be/Qfe1xbjl6Is
VP Research
Jun 3
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VP May 2022 Market Outlook & Discussion
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Oligopolies: inflationary winners
We refreshed our Industrial Concentration framework in our June 2021 Thematic report. At the time our US inflation leading indicators were rising…
VP Research
May 29
7
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Oligopolies: inflationary winners
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Tian Yang on The MacroVoices Podcast
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…
VP Research
May 27
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Tian Yang on The MacroVoices Podcast
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The Transcript
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