The Variant Perception Blog

Optimism is consensus, but that’s ok for now

Weekly Wrap - Jan 16, 2026

Jan 17

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Echoes of 2016, 2003 and 1999: Signposts to watch

Weekly Wrap - Jan 9, 2026

Jan 9

8

December 2025

In Case You Missed It

We're Back Jan 5, 2026

Dec 19, 2025

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2026 Outlook

Weekly Wrap, Dec 12, 2025

Dec 12, 2025

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[Thematic] - The Primacy of Sovereignty

Weekly Wrap, Dec 5, 2025

Dec 6, 2025

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November 2025

More vol = more opportunities

Weekly Wrap, Nov 21, 2025

Nov 21, 2025

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US resilient, China stalling, Eurozone edging higher - Nov. G3 Leading Indicator Watch

Weekly Wrap, Nov 14, 2025

Nov 14, 2025

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Staying the course - Nov. Macro Snapshot

Weekly Wrap, Nov 7, 2025

Nov 7, 2025

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October 2025

What We Got Right and Wrong (3Q25)

Weekly Wrap, Oct 31, 2025

Oct 31, 2025

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Lessons for today from the 1929, Nifty Fifty and Dotcom bubbles

Weekly Wrap, Oct 17, 2025

Oct 17, 2025

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A Whiff of Reflation

Weekly Wrap, Oct 10, 2025

Oct 10, 2025

4

Macro tailwinds persist + what to use as early warning indicators

Weekly Wrap, Oct 3, 2025

Oct 3, 2025

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