variantperception.com

Variant Perception | Independent Global Macro Research

We provide actionable investment advice for money managers, policy makers and individuals. Our data-driven approach and focus on proprietary leading indicators allows us to keep one step ahead of the business cycle. Candid - Data Driven - Easy to Digest. Our publications are written with the money manager and decision maker in mind. We keep our reports succinct and let the data tell the story. 214 North Tryon Street, Suite 3010, Charlotte, NC 28202, USA.

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Variant Perception | Independent Global Macro Research | variantperception.com Reviews

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We provide actionable investment advice for money managers, policy makers and individuals. Our data-driven approach and focus on proprietary leading indicators allows us to keep one step ahead of the business cycle. Candid - Data Driven - Easy to Digest. Our publications are written with the money manager and decision maker in mind. We keep our reports succinct and let the data tell the story. 214 North Tryon Street, Suite 3010, Charlotte, NC 28202, USA.

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Variant Perception | Independent Global Macro Research | variantperception.com Reviews

https://variantperception.com

We provide actionable investment advice for money managers, policy makers and individuals. Our data-driven approach and focus on proprietary leading indicators allows us to keep one step ahead of the business cycle. Candid - Data Driven - Easy to Digest. Our publications are written with the money manager and decision maker in mind. We keep our reports succinct and let the data tell the story. 214 North Tryon Street, Suite 3010, Charlotte, NC 28202, USA.

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blog.variantperception.com

Variant Perception Blog | An independent, original voice in economic research

Independent Global Macroeconomic Research. Top Ten Posts of 2014. As we head in to 2015, here are the top ten posts from 2014. We wish our readers a Happy New Year! Top 10 Posts of 2014: Profit Margins To Head Lower, Equities To Suffer (May [.]. Japanese Equity Flows Diverge. October saw the BoJ’s announcement of increased stimulus, coordinated with the new targets for the GPIF, 25% each for foreign and domestic equities (up from 12% each), and a [.]. US Growth Coming in As Expected. Posted in US Economy.

INTERNAL PAGES

variantperception.com

1

About Us | Variant Perception

http://www.variantperception.com/about

Variant Perception Research was founded by a team of former traders and economists. Our market commentaries provide a high level of value to any firm or individual that is interested in using independent research to aid decision making, formulate trading strategies or manage assets. What distinguishes VP Research from other research providers? VP uses leading indicators to give leading insights. This allows us to have an advanced read on the business cycle and recessions in real time. VP's style is crisp...

2

Publication Schedule | Variant Perception

http://www.variantperception.com/publication-schedule

We respect the importance of our customers' time. For this reason, we keep our publication volume down, concentrating only on the most relevant updates and macro themes - bubbles and opportunities. We want our customers to be able to receive our research reports in the most convenient format for them. Website Download our full report history from our website repository. Reports can be filtered by keyword, tag, category and date. Get regular updates on VP market views and media appearances.

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Contact Us | Variant Perception

http://www.variantperception.com/request-trial

Variant Perception offers leading macroeconomic and market insights to clients making trading, investment, inventory management, capital spending and strategic decisions. Request a 30-day complimentary evaluation of our institutional research services by entering your details below. Fields marked (*) are required. Less than US$ 25m. US$ 25m - 100m. US$ 100m - 500m. US$ 500m - 1bn. More than US$ 1bn. China, Peoples Republic of. Korea, Republic of. Micronesia, Federated States of. Turks and Caicos Islands.

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Business Continuity Plan | Variant Perception

http://www.variantperception.com/business-continuity-plan

Variant Perception plans to quickly recover and resume business operations after a significant business disruption (SBD) and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our company’s business continuity plan (BCP) is designed to permit us to resume operations as quickly as possible, given the scope and severity of the SBD. In the event of a disruption ...

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Disclaimer | Variant Perception

http://www.variantperception.com/disclosure-customer-information

1355 Greenwood Cliff Road, Suite 250, Charlotte, NC 28204, USA. VARIANT PERCEPTION is a federally registered trademark of VP Research, Inc.

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blog.variantperception.com

US Growth Coming in As Expected | Variant Perception

https://blog.variantperception.com/2015/04/29/us-growth-coming-in-as-expected

Independent Global Macroeconomic Research. Variant Perception keeps clients informed of market themes, trading strategies and tactics. For example, here is something we wrote for clients on August 12th before the [.]. A Primer on the Euro Breakup. Many economists expect catastrophic consequences if any country exits the euro. However, during the past century sixty-nine countries have exited currency areas with little [.]. A False Sense of Security in the UK. US Growth Coming in As Expected. 8220;This mon...

blog.variantperception.com

US Manufacturing – More Weakness to Come | Variant Perception

https://blog.variantperception.com/2015/04/15/us-manufacturing-more-weakness-to-come

Independent Global Macroeconomic Research. Variant Perception keeps clients informed of market themes, trading strategies and tactics. For example, here is something we wrote for clients on August 12th before the [.]. A Primer on the Euro Breakup. Many economists expect catastrophic consequences if any country exits the euro. However, during the past century sixty-nine countries have exited currency areas with little [.]. A False Sense of Security in the UK. US Manufacturing – More Weakness to Come.

blog.variantperception.com

Yield Curves Flattening Everywhere: Global Growth to Slow | Variant Perception

https://blog.variantperception.com/2015/02/26/yield-curves-flattening-everywhere-global-growth-to-slow

Independent Global Macroeconomic Research. Variant Perception keeps clients informed of market themes, trading strategies and tactics. For example, here is something we wrote for clients on August 12th before the [.]. A Primer on the Euro Breakup. Many economists expect catastrophic consequences if any country exits the euro. However, during the past century sixty-nine countries have exited currency areas with little [.]. A False Sense of Security in the UK. Posted in Global Economy. On February 26, 2015.

thecoderedbook.com

Authors | Code Red

http://www.thecoderedbook.com/authors

Is Chairman of Mauldin Economics ( www.MauldinEconomics.com. Is the Chief Editor of Variant Perception ( www.variantperception.com. A macroeconomic research group that caters to hedge funds, banks and family offices. He is the co-author, with John Mauldin, of. Endgame: The End of the Debt Supercycle. Don’t Miss The Warning Signs. As the coming crisis unfolds, the situation will change quickly. Stay up to date with the latest economic insights from your authors. Or, learn more at MauldinEconomics.com.

southgippslandfutures.blogspot.com

South Gippsland Futures: A cool view of our current economic situation

http://southgippslandfutures.blogspot.com/2012/09/a-cool-view-of-our-current-economic.html

An ongoing discussion about energy and finance, and how we might plan our lives, businesses and community in beautiful South Gippsland in the face of a changing world. Saturday, September 8, 2012. A cool view of our current economic situation. For a good current view of the Australian situation, check out this PDF. September 24, 2012 at 12:54 PM. Hi Mitch — the other thing which Im coming to terms with is that after considering all the facts, its how you feel about the situation that matters most t...

southgippslandfutures.blogspot.com

South Gippsland Futures: September 2012

http://southgippslandfutures.blogspot.com/2012_09_01_archive.html

An ongoing discussion about energy and finance, and how we might plan our lives, businesses and community in beautiful South Gippsland in the face of a changing world. Monday, September 17, 2012. Don't send your children to the mines. From Michael Pettis' finance blog, a dose of cold water. Seventy-five years later they were just beginning to emerge from that disaster! So be aware of the transitory nature of human affairs and trust not in the utterances of the mighty! Saturday, September 8, 2012. An inde...

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variantperception.com

Variant Perception | Independent Global Macro Research

We provide actionable investment advice for money managers, policy makers and individuals. Our data-driven approach and focus on proprietary leading indicators allows us to keep one step ahead of the business cycle. Candid - Data Driven - Easy to Digest. Our publications are written with the money manager and decision maker in mind. We keep our reports succinct and let the data tell the story. 214 North Tryon Street, Suite 3010, Charlotte, NC 28202, USA.

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Banks on my mind. December 4, 2012. Buffett on the imperfect turnaround. Can you think of an example of a retailer that was successfully turned around? Broadcasting is easy; retailing is the other extreme. If you had a network television station 50 years ago, you didn’t really have to invent or being a good salesman. The network paid you; car dealers paid you, and you made money. How many retailers have really sunk, and then come back? It’s tough to compete against the best deal for customers. ...Running...

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