VPX 2Q 2026 Quarterly Letter

Preview text: VPX 2Q 2026 Quarterly Letter 96 The 2Q 2026 quarterly letter for the Variant Perception…

Thursday, Jul 16, 2026 at 11:49 AM EasternHubSpot

Variant PerceptionVPX 2Q 2026 Quarterly Letter

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Subject: VPX 2Q 2026 Quarterly Letter
Preview text: VPX 2Q 2026 Quarterly Letter 96 The 2Q 2026 quarterly letter for the Variant Perception…
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ESP: HubSpot
Sent: Thu Jul 16, 2026, 11:49 AM ET
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From: Variant Perception <[email protected]>
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Subject: VPX 2Q 2026 Quarterly Letter
Date: Thu, 16 Jul 2026 11:49:34 -0400
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	Aug 4, 2026 5:34 PM	Variant Perception Cycle Aware ETF (VPX) Performance and Rebalance Notification
	Aug 2, 2026 12:42 PM	Into the Breach Once More - EM/DM Leading Indicator Watch
	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 (this email)
	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