The Inversion Investor

The Inversion Investor

A city mourns: selling the call and spilling the tea

Peter Pham's avatar
Peter Pham
Nov 02, 2025
∙ Paid

I sit here with a coffee laced with cacao—fuel for both kinds of STEM—and watch a city mourn. It’s the feeling of being in Manhattan on November 5th after an election: the air thick with disbelief, the collective psychology still adjusting to what already happened.

I’m reminded of a key insight: never become irrational or dogmatic about anything poised t…

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