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The Variant Perception Blog

VP Research

Operating at the intersection of market history & data science, we believe man + machine beats man or machine alone.

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Substack
PricingOnly free issuesPublishesWeekly
Issues133SubscribersRead blog.variantperception.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

What We Got Right and What We Got Wrong (4Q 2023)

This video was originally shared with VP clients on February 4, 2024, and is also available on YouTube.

20 days ago
5
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VP March 2024 Big Picture Discussion

This post is an excerpt from our March 8, 2024 market discussion video to VP clients. The full length, original video can be viewed here.

22 days ago
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Digging into US data anomalies: micro-businesses + tax avoidance - Excerpt from VP February G3 Leading Indicator Watch

This post is an excerpt from our February 9, 2024 G3 Leading Indicator Watch report to VP clients. The full length, original report can be viewed here.

a month ago
9
0

VP February 2024 Asset Allocation Discussion

This post is an excerpt from our February 19, 2024 market discussion video to VP clients. The full length, original video can be viewed here.

a month ago
20
1

Authors

The writers behind this newsletter.

  • VP Research

    Variant Perception builds predictive investment models by combining timeless axioms with innovative techniques. more

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