Variant Perception email archive

Brazil: Lula’s Shock Win Adds Risk Premium

Oct 29, 2026 5:13 PM

Fed Hike Signals Transition to Late-Cycle Environment

Oct 15, 2026 12:53 PM

Hiking into weaker growth

Oct 12, 2026 4:36 PM

VPX 3Q 2026 Quarterly Letter

Oct 9, 2026 12:28 PM

AI Bubble Watch

Oct 8, 2026 3:12 PM

Lower Margin of Safety

Oct 6, 2026 4:12 PM

Variant Perception Cycle Aware ETF (VPX) Performance and Rebalance Notification

Oct 2, 2026 12:44 PM

Housing Headwinds to Restrain Hawkish Pricing

Sep 27, 2026 4:55 PM

Growth softer, tails wider - Sep. G3 Leading Indicator Watch

Sep 14, 2026 11:44 AM

Politics Trumps Economics - Macro Snapshot (Sep 2)

Sep 6, 2026 10:42 AM

Variant Perception Cycle Aware ETF (VPX) Performance and Rebalance Notification

Sep 2, 2026 10:30 AM

Benign globally, messy locally - Aug. EM/DM Leading Indicator Watch

Aug 30, 2026 11:04 PM