The Variant Perception Blog
VP Research, Hugh Vuillier, Kira ThorntonMan + machine beats man or machine alone.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 210 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | |||||
Read this Newsletter
blog.variantperception.comLatest Issues
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...
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...
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...
Growth softer, tails wider - Sep. G3 Leading Indicator Watch
This week's charts and research highlights from Variant Perception.
REVISITING OUR TOP 10 SURPRISES FOR 2026 - WEBINAR
with Tian Yang
Fund Manager of VPX ETF
&
CIO of Variant Perception
—
Sep 24, 2026 03:00 PM (BS...
Politics Trumps Economics - Macro Snapshot (Sep 2)
This week’s charts and research highlights from Variant Perception.
Chart of the Week
The recent rise in US 10y yield has been driven by the real term premium, rather than inflation or rate expectations.
Polit...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Variant Perception Blog.
| Subscribers | Engagement | 71 | 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.