The Variant Perception Blog

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.

Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.

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Hedge fund writing about markets, history, psychology, stocks and anything else we’re interested in at the time

Deep, actionable research for serious Asia-focused investors

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

The almost daily email about markets from Kevin Muir.

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