The Variant Perception Blog

Home
Podcast
Archive
About
NewTop
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
9
VP July 2022 Market Outlook & DiscussionListen now (33 min) | *Recorded on 14th July 2022 https://youtu.be/OeyfsEo_Hm0
VP Research
2
We have big goals and we are moving fast to achieve them
VP Research
3
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
9
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
4
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
2
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
11
VP June 2022 Market Outlook & DiscussionListen now | *Recorded on 9th June 2022 https://www.youtube.com/watch?v=Rt9HV-ycz9g
VP Research
7
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
3
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
17
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
7
VP May 2022 Market Outlook & DiscussionListen now | *Recorded on 12th May 2022 https://youtu.be/Qfe1xbjl6Is
VP Research
© 2022 VP Research Inc.
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing