The Variant Perception Blog

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Sitemap - 2021 - The Variant Perception Blog

Gold divergences

Cyclical headwinds vs structural tailwinds

Rotating market leadership

The bullwhip effect in action

Structural tailwinds for US homebuilders

Lessons from past market tops

3Q21 What we got right and what we got wrong

A perfect storm for food prices

US economic outperformance supports USD rally

When to buy EM debt

Back to the Seventies?

The crude oil recovery

US labor market: issues under the surface

The "cause of" and "solution to" rising prices

Phases of a bull market

2Q21 What we got right and what we got wrong

Gold lessons from the 1970s

Housing: the inflation dog yet to bark

The Ghost of Arthur Burns

Capital Gains Tax: announcement effects and sector rotation

12 Years of VP

How Inflation Swindles the Equity Investor

The Importance of Equity Duration

What to read to learn about macro?

Wage Pressures Building

Reflation Sensation

Tracking the US's Labour Market Recovery

Equities and Yield Regimes

Food Inflation Tailrisks

The Next Commodity Supercycle

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