The Variant Perception Blog
Subscribe
Sign in
Home
Podcast
Notes
Archive
About
Latest
Top
Discussions
Tariffs will continue until morale improves
This is a Note originally shared with VP clients on February 3, 2025.
Feb 26
12
Share this post
The Variant Perception Blog
Tariffs will continue until morale improves
Copy link
Facebook
Email
Notes
More
1
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
Share this post
The Variant Perception Blog
Updated LEIs still point to upside inflation surprises, mixed growth
Copy link
Facebook
Email
Notes
More
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
Share this post
The Variant Perception Blog
Where we are tracking: soft vs hard landing (Jan 2025)
Copy link
Facebook
Email
Notes
More
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
Share this post
The Variant Perception Blog
Variant Perception is hiring a Full-Stack Engineer!
Copy link
Facebook
Email
Notes
More
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
Share this post
The Variant Perception Blog
US inflation: not fully out of the woods yet
Copy link
Facebook
Email
Notes
More
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
Share this post
The Variant Perception Blog
Variant Perception is hiring a Client Development Associate!
Copy link
Facebook
Email
Notes
More
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
Share this post
The Variant Perception Blog
China Leading Indicator Watch
Copy link
Facebook
Email
Notes
More
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
Share this post
The Variant Perception Blog
Making CapEx Great Again
Copy link
Facebook
Email
Notes
More
5:05
US Election Cycles
"Change" elections reverse market leadership
Nov 3, 2024
10
Share this post
The Variant Perception Blog
US Election Cycles
Copy link
Facebook
Email
Notes
More
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
Share this post
The Variant Perception Blog
Big Government, Big Business, Big Labor
Copy link
Facebook
Email
Notes
More
5:06
Opening the Box on Schrodinger's Recession
What is still recessionary and what’s been different this time?
Oct 13, 2024
7
Share this post
The Variant Perception Blog
Opening the Box on Schrodinger's Recession
Copy link
Facebook
Email
Notes
More
The How, What, and Why of VP's Asset Allocation Engine
Asset allocation using leading indicators, capital cycle & crowding
Oct 6, 2024
4
Share this post
The Variant Perception Blog
The How, What, and Why of VP's Asset Allocation Engine
Copy link
Facebook
Email
Notes
More
17:26
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
