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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 September 2022 Market Outlook & DiscussionListen now (39 min) | *Recorded and released to VP clients for clients on Sep 8th 2022. https://youtu.be/ZxLB-oUFGgE
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This is the second post of our 3-part series exploring our tactical 1-3 month investment framework where we build an asset’s tactical outlook based on…
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The downside growth risks from the bullwhip effect reversal and extreme lows in liquidity indicators favor risk-off positioning. We advised clients to…
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“Market timing, by the way, is a tag some buy-and-hold investors use to put down anything that involves using your brain.” – Jeremy Grantham. In a…
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VP August 2022 Market Outlook & DiscussionListen now (31 min) | *Recorded on 12th August 2022 https://youtu.be/x-lSHn-zZao
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The commodity supercycle intermission is ongoing, but the structural thesis remains in tact (see our original thesis from Oct 2020 here). We have been…
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In case you missed it, our Head of Research Tian Yang was on Blockwork’s Forward Guidance Podcast last week. From Jack Farley at Blockworks: In the…
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