The Variant Perception Blog
Subscribe
Sign in
Home
Podcast
Archive
About
New
Top
Bullwhip effect reversal is the major downside growth risk
The main downside risk today that the market may not fully appreciate is the reversal of the historically large post-Covid bullwhip effect, which pulled…
VP Research
Aug 7
9
Share this post
Bullwhip effect reversal is the major downside growth risk
blog.variantperception.com
Copy link
Twitter
Facebook
Email
VP July 2022 Market Outlook & Discussion
Listen now (33 min) | *Recorded on 14th July 2022 https://youtu.be/OeyfsEo_Hm0
VP Research
Jul 30
2
Share this post
VP July 2022 Market Outlook & Discussion
blog.variantperception.com
Copy link
Twitter
Facebook
Email
Work with us at VP!
We have big goals and we are moving fast to achieve them
VP Research
Jul 22
3
Share this post
Work with us at VP!
blog.variantperception.com
Copy link
Twitter
Facebook
Email
Extreme lows in liquidity indicators
With lots of noisy market narratives flooding our inbox, we share some of VP’s cyclical tools that lay out the 6-12 month investing backdrop. The below…
VP Research
Jul 17
9
Share this post
Extreme lows in liquidity indicators
blog.variantperception.com
Copy link
Twitter
Facebook
Email
Tian Yang on Real Vision
In case you missed it, our Head of Research Tian Yang was on Real Vision’s Expert View in June. From Real Vision: The last time Tian Yang was on Real…
VP Research
Jul 13
4
Share this post
Tian Yang on Real Vision
blog.variantperception.com
Copy link
Twitter
Facebook
Email
What we got right and what we got wrong (2Q22)
Listen now (14 min) | *Recorded on 8th July 2022. A quarterly discussion where the VP team reviews what we've got right and wrong in our research…
VP Research
Jul 9
2
Share this post
What we got right and what we got wrong (2Q22)
blog.variantperception.com
Copy link
Twitter
Facebook
Email
Principles that have helped us the most
Following on from our series of posts on the tools that have helped us the most, we share 5 principles that have guided VP’s analytical framework…
VP Research
Jul 2
11
Share this post
Principles that have helped us the most
blog.variantperception.com
Copy link
Twitter
Facebook
Email
VP June 2022 Market Outlook & Discussion
Listen now | *Recorded on 9th June 2022 https://www.youtube.com/watch?v=Rt9HV-ycz9g
VP Research
Jun 25
7
Share this post
VP June 2022 Market Outlook & Discussion
blog.variantperception.com
Copy link
Twitter
Facebook
Email
The great BoJ divergence
The Bank of Japan’s ultra-dovish policy stance looks increasingly out of step with other central banks and Japan’s own inflation data. The BoJ renewed…
VP Research
Jun 18
3
Share this post
The great BoJ divergence
blog.variantperception.com
Copy link
Twitter
Facebook
Email
Not enough signs of a major market bottom
Unfortunately nobody rings a bell at the top or bottom of the market. Instead we can look through our market tops and bottoms checklist to objectively…
VP Research
Jun 12
17
Share this post
Not enough signs of a major market bottom
blog.variantperception.com
Copy link
Twitter
Facebook
Email
Tools that have helped us the most #4
This is the fourth post in a series where we share the best tools and principles that have helped us understand the business cycle. The fourth tool…
VP Research
Jun 4
7
Share this post
Tools that have helped us the most #4
blog.variantperception.com
Copy link
Twitter
Facebook
Email
VP May 2022 Market Outlook & Discussion
Listen now | *Recorded on 12th May 2022 https://youtu.be/Qfe1xbjl6Is
VP Research
Jun 3
Share this post
VP May 2022 Market Outlook & Discussion
blog.variantperception.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts