The Variant Perception Blog
VP Research, Kira ThorntonMan + machine beats man or machine alone.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 202 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
Read this Newsletter
blog.variantperception.comLatest Issues
Still risk-on - Aug. Macro Snapshot
This week's charts and research highlights from Variant Perception.
Chart of the Week
The overall equity market has weathered the July AI equity crash, with the average US stock still trending higher.
Still ris...
Into the Breach Once More - EM/DM Leading Indicator Watch
This week's charts and research highlights from Variant Perception.
Chart of the Week
UK LEIs continue to paint a clear picture of growth downside risks, while inflation fears look overstated.
Trial...
What We Got Right and What We Got Wrong (2Q26)
This week's charts and research highlights from Variant Perception.
Chart of the Week
Since July 2, we have been observing the significant divergence between our Core and Headline US Inflation LEIs.
-
- *...
Thoughts on Quantifying Equity Crowding + Not too hot, Not too cold (G3 LIW)
This week's charts and research highlights from Variant Perception.
Chart of the Week
Stocks with both very high and very low crowding scores show significantly higher forward downside volatility. Investors should aim to...
Keep vigilant and carry on - July Macro Snapshot
This week's charts and research highlights from Variant Perception.
Chart of the Week
The Iran-induced inflation impulse will likely be transitory.
Keep vigilant and carry on - Macro Snapshot
- Our Macro Ris...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Variant Perception Blog.
| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
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.
Social
Frequently Asked Questions
How can I access the email archive for The Variant Perception Blog?
You can find recent issues that have been published by The Variant Perception Blog on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does The Variant Perception Blog have?
To see how many people subscribe to The Variant Perception Blog, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in The Variant Perception Blog?
Newsletter advertising can be extremely effective when it's done right. Before you pitch The Variant Perception Blog as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like The Variant Perception Blog?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact The Variant Perception Blog using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to The Variant Perception Blog?
Scroll up to where it says Related Newsletters to see other publications like The Variant Perception Blog. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact The Variant Perception Blog?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.