12 Years of VP vs Noise

Sharing the ideas and experiences that have influenced our work

Lockdown Threat = A Two-Speed Economy and Market

Inequalities that existed before this crisis have been amplified by it. One place where this is prominent is in markets. Interest-rate sensitive sectors are seeing a marked outperformance due to their heightened sensitivity to liquidity. Technology has also benefited...

read more

Subscribe to VP vs Noise for thoughts on markets and business from the team (and friends) at VP