The Variant Perception Blog
VP Research, Hugh Vuillier, Kira ThorntonMan + machine beats man or machine alone.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 196 | Founded | 4 years ago | Last Issue | 12 days ago |
| Active | |||||
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blog.variantperception.comLatest Issues
US Small Caps— UW on peaking macro tailwinds
This week's charts and research highlights from Variant Perception.
Chart of the Week
Russel 2000 outperformance vs S&P 500 is 2 standard deviations above trend. This is even as supportive liquidity conditions are peaking...
G3 Decoupling
We’re back on Substack —
keep reading for a roundup of our best charts and sharpest work.
Chart of the Week
Positive NFP surprise out of sync with underlying trend of subdued labor activity.
G3 Decoupling —...
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Where “push” and “pull” align - Jan. EM/DM Leading Indicator Watch
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At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes.
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