Sitemap - 2026 - The Variant Perception Blog
Growth softer, tails wider - Sep. G3 Leading Indicator Watch
Politics Trumps Economics - Macro Snapshot (Sep 2)
Benign globally, messy locally - Aug. EM/DM Leading Indicator Watch
The VP Bank Quality Score - A Specialized Approach
Still risk-on - Aug. Macro Snapshot
Into the Breach Once More - EM/DM Leading Indicator Watch
What We Got Right and What We Got Wrong (2Q26)
Thoughts on Quantifying Equity Crowding + Not too hot, Not too cold (G3 LIW)
Keep vigilant and carry on - July Macro Snapshot
Post-Iran Stabilization - EM/DM Leading Indicator Watch
US Small Caps— UW on peaking macro tailwinds
What We Got Right and Wrong (4Q25) - Weekly Wrap
Where “push” and “pull” align - Jan. EM/DM Leading Indicator Watch