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Where are we now? VP's 2025 Top 10 Surprises
Inspired by Byron Wien, we had listed VP's 10 surprises as part of our 2025 Themes. In this long-form video, we review our surprises and the outlook…
May 29
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Where are we now? VP's 2025 Top 10 Surprises
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50:24
February 2025
Tariffs will continue until morale improves
This is a Note originally shared with VP clients on February 3, 2025.
Feb 26
18
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Tariffs will continue until morale improves
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3
Updated LEIs still point to upside inflation surprises, mixed growth
This is a Note originally shared with VP clients on February 4, 2025.
Feb 11
13
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Updated LEIs still point to upside inflation surprises, mixed growth
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1
January 2025
Where we are tracking: soft vs hard landing (Jan 2025)
This is a Note originally shared with VP clients on January 13, 2025.
Jan 26
6
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Where we are tracking: soft vs hard landing (Jan 2025)
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Variant Perception is hiring a Full-Stack Engineer!
We are looking for a full-stack software engineer to build an intuitive investment portal
Jan 25
3
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Variant Perception is hiring a Full-Stack Engineer!
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1
US inflation: not fully out of the woods yet
This is a Note originally shared with VP clients on January 7, 2025.
Jan 11
10
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US inflation: not fully out of the woods yet
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1
December 2024
Variant Perception is hiring a Client Development Associate!
We are looking for a Client Development Associate to help support our sales process by building and maintaining relationships with clients while working…
Dec 14, 2024
3
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Variant Perception is hiring a Client Development Associate!
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China Leading Indicator Watch
This post is an excerpt from the China section of our November 7, 2024 G3 Leading Indicator Watch report to VP clients.
Dec 1, 2024
6
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China Leading Indicator Watch
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November 2024
Making CapEx Great Again
This post is an excerpt from a video originally shared with VP clients on November 7, 2024.
Nov 17, 2024
4
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Making CapEx Great Again
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5:05
US Election Cycles
"Change" elections reverse market leadership
Nov 3, 2024
10
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US Election Cycles
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October 2024
Big Government, Big Business, Big Labor
This post is an excerpt from a video originally shared with VP clients on October 11, 2024.
Oct 29, 2024
4
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Big Government, Big Business, Big Labor
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5:06
Opening the Box on Schrodinger's Recession
What is still recessionary and what’s been different this time?
Oct 13, 2024
7
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Opening the Box on Schrodinger's Recession
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