The Variant Perception Blog
VP Research, Hugh Vuillier, Kira ThorntonMan + machine beats man or machine alone.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 200 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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blog.variantperception.comLatest Issues
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.
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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...
Post-Iran Stabilization - EM/DM Leading Indicator Watch
This week's charts and research highlights from Variant Perception.
Chart of the Week
There remains meaningful dispersion across different economies. DM: both UK and Switz continue to have poor growth LEIs, helping our GB...
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...
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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.
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