To mark our #twitterversary, here's 10 books that have influenced VP's framework.
The Volatility Machine by @michaelxpettis
Capital Returns by Edward Chancellor
Expected Returns by Antti Ilmanen
Monetary Regimes and Inflation by Peter Bernholz
Psychology of Intelligence Analysis by Richards Heuer
Superforecasting by @PTetlock
The Origin of Wealth by @EricBeinhocker
Financial Shenanigans by @HowardSchilit
Why Stock Markets Crash by Didier Sornette
The Goal by @GoldrattSaid

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More from @VrntPerception

Dec 12, 2020
[blog] vrnt.co/3nbYQAR

Reflation narratives are becoming consensus. We are data-led, and nothing in our indicators contradicts the recovery view. Equity analysts are revising their forecasts upwards for cyclical companies. Image
We still think there’s a lot more room until reflation trades become crowded. Money-market assets are very elevated and we see from 2009’s experience that it takes a while for money to be deployed into riskier assets.

[blog] vrnt.co/379Pm3z Image
While today’s recovery may not feel like one, the data is supportive. Our leading indicators are at historic highs.

[blog] vrnt.co/2W6Eeyc Image
Read 6 tweets

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