The Variant Perception Blog
VP Research, Hugh VuillierMan + machine beats man or machine alone.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 194 | Founded | 4 years ago | Last Issue | 4 months ago |
| Active | |||||
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Where “push” and “pull” align - Jan. EM/DM Leading Indicator Watch
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Optimism is consensus, but that’s ok for now
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Optimism is consensus, but that’s ok for now - Jan. G3 Leading Indicator Watch | [Wat...
Echoes of 2016, 2003 and 1999: Signposts to watch
Variant Perception, Made Repeatable.
Rigorous investment research grounded in auditable quantitative models. No black boxes, no guru calls.
Echoes of 2016, 2003 and 1999: Signposts to watch - Jan. Macro Snapshot
- Our Macro Ris...
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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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