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What We Got Right and What We Got Wrong (4Q 2023)
A discussion of our learnings, key themes and trade ideas that worked and didn't work during the quarter
Mar 24
•
VP Research
19:30
5
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What We Got Right and What We Got Wrong (4Q 2023)
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VP March 2024 Big Picture Discussion
This post is an excerpt from our March 8, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights…
Mar 22
•
VP Research
5:05
12
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VP March 2024 Big Picture Discussion
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Digging into US data anomalies: micro-businesses + tax avoidance - Excerpt from VP February G3 Leading Indicator Watch
This post is an excerpt from our February 9, 2024 G3 Leading Indicator Watch report to VP clients. The full length, original report can be viewed here…
Mar 17
•
VP Research
9
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Digging into US data anomalies: micro-businesses + tax avoidance - Excerpt from VP February G3 Leading Indicator Watch
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VP February 2024 Asset Allocation Discussion
This post is an excerpt from our February 19, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Each…
Mar 3
•
VP Research
5:05
20
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VP February 2024 Asset Allocation Discussion
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February 2024
Playing the Game with LPPL
This video clip is courtesy of The Grant Williams Podcast and is used with permission. Investors need to be aware of when market participants are acting…
Feb 18
•
VP Research
4:55
10
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Playing the Game with LPPL
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VP February 2024 Big Picture Discussion
Recorded on February 8th, 2024.
Feb 8
•
VP Research
36:20
9
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VP February 2024 Big Picture Discussion
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January 2024
Understanding VP Fast Money
Not all price action is equal. VP Fast Money is a real-time, daily proxy of speculative investor activity.
Jan 28
•
VP Research
8
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Understanding VP Fast Money
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Betting on a De-sync - Excerpt from VP December G3 Leading Indicator Watch
US exceptionalism consensus creates downside risks. The US consumer looks like a paper tiger, while labor hoarding + distorted inventory cycle are…
Jan 21
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VP Research
20
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Betting on a De-sync - Excerpt from VP December G3 Leading Indicator Watch
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The Keys to the White House 2024
We re-visit an empirical US election framework (Allan Lichtman's Keys to the Whitehouse) as a complementary piece to polling and betting market data for…
Jan 14
•
VP Research
20
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The Keys to the White House 2024
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The VP TLDR Guide
3-minute summary of the 10 most important VP whitepapers from our “VP Understanding" series.
Jan 7
•
VP Research
19
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The VP TLDR Guide
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December 2023
A note from Aaran
3 takeaways from my time at Variant Perception
Dec 24, 2023
•
VP Research
18
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A note from Aaran
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The Last Mile - Excerpt from VP November EM Leading Indicator Watch
This post is an excerpt from our Nov 17th report to Variant Perception (VP) clients (link to original report), digging into lesser-followed…
Dec 17, 2023
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VP Research
6
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The Last Mile - Excerpt from VP November EM Leading Indicator Watch
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