How To Identify Market Bottoms

This is an excerpt from our “Understanding Market Bottoms” report from April, 2020.  Please contact sales@variantperception.com if you are interested in the full report and to gain more understanding in how we will identify when the current market has put...

Death by Extrapolation

Extrapolation has killed more people, companies and portfolios than almost anything else we can think of. You assume that you’ll continue to be healthy until you get that cancer diagnosis or fall to the floor from a heart attack. You assume profits will continue to...

Is Fracking Viable?

Bethany McLean has written a book titled Saudi America on fracking and how it might contribute to the next financial crisis. She writes:   Some of fracking’s biggest skeptics are on Wall Street. They argue that the industry’s financial foundation is unstable:...