The Variant Perception Blog

In Case You Missed It

We're Back Jan 5, 2026

Dec 19

3

2

2026 Outlook

Weekly Wrap, Dec 12, 2025

Dec 12

9

1

[Thematic] - The Primacy of Sovereignty

Weekly Wrap, Dec 5, 2025

Dec 6

5

November 2025

More vol = more opportunities

Weekly Wrap, Nov 21, 2025

Nov 21

3

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

Weekly Wrap, Nov 14, 2025

Nov 14

4

Staying the course - Nov. Macro Snapshot

Weekly Wrap, Nov 7, 2025

Nov 7

5

October 2025

What We Got Right and Wrong (3Q25)

Weekly Wrap, Oct 31, 2025

Oct 31

7

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

Weekly Wrap, Oct 17, 2025

Oct 17

1

A Whiff of Reflation

Weekly Wrap, Oct 10, 2025

Oct 10

4

Macro tailwinds persist + what to use as early warning indicators

Weekly Wrap, Oct 3, 2025

Oct 3

9

What We Got Right and Wrong (2Q25)

Monthly Wrap, October 2025

Oct 1

12

1

September 2025

US Small Caps: From UW to Neutral on Macro Tailwinds

Weekly Wrap, Sep 26, 2025

Sep 26

2