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Submission: On June 04 via api from FI — Scanned from FI
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THE VARIANT PERCEPTION BLOG SubscribeSign in Home Podcast Notes Archive About The Age of Scarcity Part 1: The inflationary impact of government spending In the coming decade governments will no longer hide behind the “invisible” hand of the market. They will be forced to make explicit choices on how… Jan 7 • VP Research 1 Share this post THE AGE OF SCARCITY PART 1: THE INFLATIONARY IMPACT OF GOVERNMENT SPENDING blog.variantperception.com Copy link Twitter Facebook Email Notes New Top VP Understanding Webinar - Fixed Income Dashboard A comprehensive deep dive into VP’s fixed income tools on our Investment Portal. 18 hr ago • VP Research Share this post VP UNDERSTANDING WEBINAR - FIXED INCOME DASHBOARD blog.variantperception.com Copy link Twitter Facebook Email Notes VP's EM bottom fishing checklist (part 3) What to buy May 27 • VP Research Share this post VP'S EM BOTTOM FISHING CHECKLIST (PART 3) blog.variantperception.com Copy link Twitter Facebook Email Notes Tian Yang on The MacroVoices Podcast In case you missed it our Head of Research, Tian Yang, was a guest on the MacroVoices podcast last week. Erik and Tian discussed what VP models are… May 25 • VP Research Share this post TIAN YANG ON THE MACROVOICES PODCAST blog.variantperception.com Copy link Twitter Facebook Email Notes VP's EM bottom fishing checklist (part 2) Key signposts to buy EM May 20 • VP Research Share this post VP'S EM BOTTOM FISHING CHECKLIST (PART 2) blog.variantperception.com Copy link Twitter Facebook Email Notes VP's EM bottom fishing checklist (part 1) Lessons from history May 13 • VP Research Share this post VP'S EM BOTTOM FISHING CHECKLIST (PART 1) blog.variantperception.com Copy link Twitter Facebook Email Notes VP March 2023 Market Outlook & Discussion Recorded on March 9th for VP clients May 6 • VP Research Share this post VP MARCH 2023 MARKET OUTLOOK & DISCUSSION blog.variantperception.com Copy link Twitter Facebook Email Notes What we got right and what we got wrong (1Q23) Recorded and released to VP clients on 11th April 2023. A quarterly discussion where the VP team reviews what we've got right and wrong in our research… Apr 22 • VP Research Share this post WHAT WE GOT RIGHT AND WHAT WE GOT WRONG (1Q23) blog.variantperception.com Copy link Twitter Facebook Email Notes See all The Variant Perception Blog Thoughts on markets from the team (and friends) at VP Subscribe Recommendations View all 7 Behind the Balance SheetStephen Clapham Equity Analyst The TranscriptThe Transcript Asian Century StocksMichael Fritzell The MacroTouristKevin Muir DoombergDoomberg THE VARIANT PERCEPTION BLOG Subscribe AboutArchiveRecommendationsSitemap Share this publication THE VARIANT PERCEPTION BLOG blog.variantperception.com Copy link Twitter Facebook Email Notes THE VARIANT PERCEPTION BLOG Thoughts on markets from the team (and friends) at VP Subscribe No thanks By registering you agree to Substack's Terms of Service, our Privacy Policy, and our Information Collection Notice © 2023 VP Research Inc. Privacy ∙ Terms ∙ Collection notice Start WritingGet the app Substack is the home for great writing OUR USE OF COOKIES We use necessary cookies to make our site work. We also set performance and functionality cookies that help us make improvements by measuring traffic on our site. For more detailed information about the cookies we use, please see our privacy policy. ✖ This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts