Sitemap - 2021 - The Variant Perception Blog
Cyclical headwinds vs structural tailwinds
Structural tailwinds for US homebuilders
3Q21 What we got right and what we got wrong
A perfect storm for food prices
US economic outperformance supports USD rally
US labor market: issues under the surface
The "cause of" and "solution to" rising prices
2Q21 What we got right and what we got wrong
Housing: the inflation dog yet to bark
Capital Gains Tax: announcement effects and sector rotation
How Inflation Swindles the Equity Investor
The Importance of Equity Duration
What to read to learn about macro?