Archive - The Variant Perception Blog

Where are we now? VP's 2025 Top 10 Surprises

Inspired by Byron Wien, we had listed VP's 10 surprises as part of our 2025 Themes. In this long-form video, we review our surprises and the outlook…

May 29

50:24

February 2025

Tariffs will continue until morale improves

This is a Note originally shared with VP clients on February 3, 2025.

Feb 26

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

January 2025

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

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

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

5:05

US Election Cycles

"Change" elections reverse market leadership

Nov 3, 2024

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

5:06

Opening the Box on Schrodinger's Recession

What is still recessionary and what’s been different this time?

Oct 13, 2024

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