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Fiscal outlook - VP April 2024 Big Picture Discussion
This post is an excerpt from our April 7, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights…
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VP Research
5:05
What's worked, what hasn't, and where to double down - VP March 2024 Global Macro Trading Discussion
This post is an excerpt from our March 22, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights…
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VP Research
5:05
Fiscal: Sisyphus or Hercules - Excerpt from VP February Macro Snapshot
This post is an excerpt from our February 1, 2024 Macro Snapshot report to VP clients. The full length, original report can be viewed here. Fiscal: more…
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VP Research

March 2024

What We Got Right and What We Got Wrong (4Q 2023)
A discussion of our learnings, key themes and trade ideas that worked and didn't work during the quarter
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VP Research
19:30
VP March 2024 Big Picture Discussion
This post is an excerpt from our March 8, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights…
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VP Research
5:05
Digging into US data anomalies: micro-businesses + tax avoidance - Excerpt from VP February G3 Leading Indicator Watch
This post is an excerpt from our February 9, 2024 G3 Leading Indicator Watch report to VP clients. The full length, original report can be viewed here…
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VP Research
VP February 2024 Asset Allocation Discussion
This post is an excerpt from our February 19, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Each…
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VP Research
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5:05

February 2024

Playing the Game with LPPL
This video clip is courtesy of The Grant Williams Podcast and is used with permission. Investors need to be aware of when market participants are acting…
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VP Research
4:55
VP February 2024 Big Picture Discussion
Recorded on February 8th, 2024.
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VP Research
36:20

January 2024

Understanding VP Fast Money
Not all price action is equal. VP Fast Money is a real-time, daily proxy of speculative investor activity.
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VP Research
Betting on a De-sync - Excerpt from VP December G3 Leading Indicator Watch
US exceptionalism consensus creates downside risks. The US consumer looks like a paper tiger, while labor hoarding + distorted inventory cycle are…
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VP Research
The Keys to the White House 2024
We re-visit an empirical US election framework (Allan Lichtman's Keys to the Whitehouse) as a complementary piece to polling and betting market data for…
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VP Research
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