The Inversion Investor

The Inversion Investor

A Real Leading Indicator

Peter Pham's avatar
Peter Pham
Mar 22, 2026
∙ Paid

Timestamped Mar 12.

Check the interweb.

Find anyone that said it before.

Crude Lockdown: COVID 2.0

Peter Pham
·
Mar 12

Picture this: tankers idle off Yemen, oil prices spike, governments say “energy security,” and suddenly you’re rationed fuel, grounded flights, empty shelves.

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Iran's Crude Lockdown

Peter Pham
·
Mar 13
Iran's Crude Lockdown

Iran’s low-effort chokehold creates systemic risk:

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Everyone loves a “boots on the ground” guy—until you realise he’s probably standing in quicksand. Or worse: his whole identity, social circle, love life, hinges on being the “real-economy” whisperer.

That bias isn’t insight—it’s survival.

The global-take guru? Same trap.

Conference …

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