What We Got Right and What We Got Wrong (2Q26)
Preview text: What We Got Right and What We Got Wrong (2Q26) VP Weekly Wrap - 17 July 2026
No image available for this email.
- Subject
- What We Got Right and What We Got Wrong (2Q26)
- Preview text
- What We Got Right and What We Got Wrong (2Q26) VP Weekly Wrap - 17 July 2026
- From
- vperception@
substack.com - Brand
- Variant Perception
- ESP
- HubSpot
- Sent
- Sun Jul 19, 2026, 2:58 PM ET
- Size
- 91 KB
- Images
- 20
- Links
- 24, 12 of them buttons
- Subject length
- 46 characters
Against Variant Perception's usual
Sent in the 2 PM hour, which holds 2% of its emails; 44% arrive in the 4 PM hour. The subject is 46 characters; its average is 43.
Email headers
What the brand's servers put on this email. Our receiving servers, the address we subscribed with and unsubscribe links are left out.
- From
- The Variant Perception Blog <[email protected]>
- Reply-To
- The Variant Perception Blog <…@mg1.substack.com>
- Subject
- What We Got Right and What We Got Wrong (2Q26)
- Date
- Sun, 19 Jul 2026 18:58:02 +0000
- Message-ID domain
- mg-d0.substack.com
- Return-Path domain
- mg-d0.substack.com
- DKIM signature
- d=mg-d0.substack.com s=mailo
- List-Unsubscribe
- Present, one-click
- Feedback-ID sender
- substack
Servers it passed through, newest first
- from v534.….use4.send.mailgun.net [159.112.244.34] by our receiving server with ESMTPS
- by … with HTTP
Other sending headers (names only): X-Mailgun-Sid, X-Mailgun-Sending-Ip, X-Mailgun-Batch-Id, X-Mailgun-Tag, X-Mailgun-Track-Clicks, X-Mailgun-Variables
Sent just before and after
| Aug 9, 2026 9:51 AM | Still risk-on - Aug. Macro Snapshot | |
| 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) (this email) | |
| 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 |
More from Variant Perception
All Variant Perception emailsMacro Risk Indicator turns neutral from “Risk-On” => balanced allocations
Nov 5, 2026 4:22 PM
Nov 4, 2026 9:42 AM
Variant Perception Cycle Aware ETF (VPX) Performance and Rebalance Notification
Nov 4, 2026 8:07 AM
Nov 3, 2026 8:54 AM
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
Oct 12, 2026 4:36 PM
Oct 9, 2026 12:28 PM







