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variant perception
’Breaking up is hard to do — but here goes, anyway
From Jonathan Tepper, economist, chief editor of Variant Perception and co-author with John Mauldin of Endgame: The End of the Debt Supercyle…
A thirteen point guide to breaking up the euro.
Those countries that opt to remain in the euro will,
What Google says about inflation
Alternative research shop Variant Perception is always good for an exciting nugget of eco-data.
In their latest monthly report their focus — as always — tips towards the inflationary view of things.
Spanish banks are hiding their losses – Round 2
On Wednesday, FT Alphaville published a rather scathing retort by Iberian Equities analyst Iñigo Vega to Variant Perception’s Spanish bank report .
Vega argued Variant’s August 18 piece entitled “Spain: