Archive - The Variant Perception Blog

November 2024

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

5:06

Opening the Box on Schrodinger's Recession

What is still recessionary and what’s been different this time?

Oct 13, 2024

The How, What, and Why of VP's Asset Allocation Engine

Asset allocation using leading indicators, capital cycle & crowding

Oct 6, 2024

17:26

Eurozone Leading Indicator Watch

This post is an excerpt from the Eurozone section of our September 6, 2024 G3 Leading Indicator Watch report to VP clients.

Oct 1, 2024

September 2024

China - Tradeable bazooka, not yet a real bazooka

This post was originally shared this past Tuesday morning, September 24 with VP clients.

Sep 28, 2024

US Leading Indicator Watch

Leading indicators for US growth, consumer, labor, manufacturing, housing, and inflation.

Sep 22, 2024

China LEI making new lows, US and EZ LEIs still holding up

This post is an excerpt from our September 6, 2024 G3 Leading Indicator Watch report to VP clients.

Sep 8, 2024

3 Key Frameworks - VP August 2024 Asset Allocation Call

Asset allocation using leading indicators, capital cycle & crowding

Sep 1, 2024

5:05

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