Sitemap - 2024 - The Variant Perception Blog
More leading indicators are rebounding - Excerpt from VP April G3 Leading Indicator Watch
Fiscal outlook - VP April 2024 Big Picture Discussion
What's worked, what hasn't, and where to double down - VP March 2024 Global Macro Trading Discussion
Fiscal: Sisyphus or Hercules - Excerpt from VP February Macro Snapshot
What We Got Right and What We Got Wrong (4Q 2023)
VP March 2024 Big Picture Discussion
VP February 2024 Asset Allocation Discussion
VP February 2024 Big Picture Discussion
Betting on a De-sync - Excerpt from VP December G3 Leading Indicator Watch