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…
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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…
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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…
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VP June 2022 Market Outlook & DiscussionListen now | *Recorded on 9th June 2022 https://www.youtube.com/watch?v=Rt9HV-ycz9g
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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…
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This is the third post in a series where we share the best tools and principles that have helped us understand the business cycle. The third tool below…
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We refreshed our Industrial Concentration framework in our June 2021 Thematic report. At the time our US inflation leading indicators were rising…
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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…
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VP July 2022 Market Outlook & DiscussionListen now (33 min) | *Recorded on 14th July 2022 https://youtu.be/OeyfsEo_Hm0
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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…
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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…
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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…
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