Variant Perception emails, July 2026
5 emails in July 2026. The busiest day was Thursday, Jul 2, with 1.
Emails
Pictures for these emails are not available yet.
| Sent (Eastern) | Subject |
|---|---|
| Jul 19, 2026 2:58 PM | What We Got Right and What We Got Wrong (2Q26) |
| Jul 16, 2026 11:49 AM | VPX 2Q 2026 Quarterly Letter |
| Jul 14, 2026 4:33 PM | Thoughts on Quantifying Equity Crowding + Not too hot, Not too cold (G3 LIW) |
| Jul 7, 2026 8:36 AM | Keep vigilant and carry on - July Macro Snapshot |
| Jul 2, 2026 10:22 AM | Variant Perception Cycle Aware ETF (VPX) Performance and Rebalance Notification |
Report an errorLast updated Oct 31, 2026