Sitemap - 2023 - The Variant Perception Blog
The Last Mile - Excerpt from VP November EM Leading Indicator Watch
The Last Mile - Excerpt from VP November DM Leading Indicator Watch
The Mechanics of Short Squeezes
MBS ETFs: Why Now & How + Interview w/ Harley Bassman
October 2023 Market Outlook & Discussion
EM Equities: Top/Bottom Names by Crowding
Inflation Outliers - Excerpt from VP September EM Leading Indicator Watch
Inflation Outliers - Excerpt from VP September DM Leading Indicator Watch
Sept 2023 Market Outlook & Discussion
U.S. Equities: Top/Bottom Names by Crowding
VP's Investment Framework Applied To Japanese Insurers: An Asymmetric Bet
Aug 2023 Market Outlook & Discussion
VP Tactical Cookbook 2.0: Back-Test & Case Studies (Part 2)
VP Tactical Cookbook 2.0: Evolving the Investor's Toolkit (Part 1)
The LPPL (Log-Period Power Law) Model: An Essential Guide
Anatomy of Bullish Trades in Oil & Energy
The VP Crowding Score In Action
Euro Fixed Income Insights - Steepening on Schedule
Quantifying Herd Mentality In Today’s Markets
Emerging Opportunities & The Capital Cycle
What we got right & what we got wrong (2Q23)
Unleashing the dragon: tactical buy signals in China equities
VP April 2023 Market Outlook & Discussion
VP Understanding Webinar - Fixed Income Dashboard
VP's EM bottom fishing checklist (part 3)
Tian Yang on The MacroVoices Podcast
VP's EM bottom fishing checklist (part 2)
VP's EM bottom fishing checklist (part 1)
VP March 2023 Market Outlook & Discussion
What we got right and what we got wrong (1Q23)
Leaning into the 1969-70 roadmap
VP February 2023 Market Outlook & Discussion
VP January 2023 Market Outlook & Discussion
SVB in a leading indicator context
The Age of Scarcity Part 3: The Capex Supercycle
Tian Yang on Behind the Balance Sheet Podcast
What we got right and what we got wrong (4Q22)
The Age of Scarcity Part 2: The end of the age of abundance
Fundamental gold buy signal triggered
VP December 2022 Market Outlook & Discussion
The Age of Scarcity Part 1: The inflationary impact of government spending