The Inversion Investor

The Inversion Investor

Authorship Doesn’t Wait for Liquidity

Peter Pham's avatar
Peter Pham
Aug 12, 2025
∙ Paid

At 8:04 PM ET, I sent out a note: Go long.

More Tariff Delays: long

Peter Pham
·
August 12, 2025

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No over-analysis.

No qualifiers.

Just the call.

By now you could see it — a sharp, clean burst in the S&P.

Not “big” in terms of points, but unmistakable in terms of speed and precision. The market didn’t drift there. It moved.

What matters here isn’t the tariff headline that dropped.

It’s that the authorship effe…

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