The Variant Perception Blog
Subscribe
Sign in
Home
Podcast
Notes
Archive
About
The VP TLDR Guide
3-minute summary of the 10 most important VP whitepapers from our “VP Understanding" series.
Jan 7, 2024
24
1
Latest
Top
Discussions
Echoes of 2016, 2003 and 1999: Signposts to watch
Weekly Wrap - Jan 9, 2026
Jan 9
8
In Case You Missed It
We're Back Jan 5, 2026
Dec 19, 2025
4
2
2026 Outlook
Weekly Wrap, Dec 12, 2025
Dec 12, 2025
10
1
[Thematic] - The Primacy of Sovereignty
Weekly Wrap, Dec 5, 2025
Dec 6, 2025
6
More vol = more opportunities
Weekly Wrap, Nov 21, 2025
Nov 21, 2025
4
US resilient, China stalling, Eurozone edging higher - Nov. G3 Leading Indicator Watch
Weekly Wrap, Nov 14, 2025
Nov 14, 2025
4
Staying the course - Nov. Macro Snapshot
Weekly Wrap, Nov 7, 2025
Nov 7, 2025
5
See all
The Variant Perception Blog
Man + machine beats man or machine alone.
Subscribe
Recommendations
View all 11
The MacroTourist
Kevin Muir
Sinocism
Bill Bishop
Voss Capital
Voss Capital
Behind the Balance Sheet
Stephen Clapham
Brazil Stocks
Brazil Investor
The Variant Perception Blog
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts