VP's Investment Framework Applied To Japanese…

Sep 23, 2023

This is an excerpt from our August 17th report to VP clients (link to the original report), showcasing our framework to tie together structural long-term themes with short-term macro themes.

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2 Comments

Andy Fately

Sep 23, 2023

wow, great call there

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Thanks for the comment Andy.

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The Variant Perception Blog

VP's Investment Framework Applied To Japanese…