Reletter
Artwork for The Variant Perception Blog

Man + machine beats man or machine alone.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues212Founded4 years agoLast Issue23 days ago
Active

Read this Newsletter

blog.variantperception.com
Artwork for The Variant Perception Blog

Latest Issues

Fed Hike Signals Transition to Late-Cycle Environment

This is a preview from our last October G3 Leading Indicator Watch (Published Oct 6).
Receive the full report here.

Our US growth leading indicator is still trending sideways at just under 2% annualized.

That is well below GDPNow, which...

23 days ago
7
1

Hiking into weaker growth

Our best charts and research from the week.
Find out more about us here.

Hiking Into Weaker Growth

G3 Leading Indicator Watch
(Oct 6)

Central banks are hiking into weakening growth. Inflation impulse is already negative.

Our In...

a month ago
11

AI Bubble Watch

This is a preview from our last October Macro Snapshot (Published Oct 1).
Find out more here.

Equity breadth is starting to weaken after the Fed’s first hike.

The equal-weighted Value Line Arithmetic index is drawing down from its Augus...

a month ago
14
3

Lower Margin of Safety

Our best charts and research from the week.
Find out more about us here.

Lower Margin of Safety - October Macro Snapshot

(Oct 1)

Cyclical Asset Allocation: Macro Risk Indicator rolling over, still “Risk On”, but lower margin of s...

a month ago
16

Housing Headwinds to Restrain Hawkish Pricing

Our best charts and research from the week.
Find out more about us here.

Housing headwinds to restrain hawkish pricing -

Sep. EM/DM Leading Indicator Watch

(24 Sep)

Our global diffusion indices show a marginally softer gro...

a month ago
12

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for The Variant Perception Blog.

SubscribersEngagement71Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • VP Research

    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.

  • Hugh Vuillier
  • Kira Thornton
  • 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.