The Inversion Investor

The Inversion Investor

Be Grateful II

Peter Pham's avatar
Peter Pham
Jan 15, 2026
∙ Paid

Be grateful you’re not trapped in abstraction—waiting for a thesis to “fully develop”—while the market speeds up, liquidity thins, and you bleed opportunity and optionality with every passing window.

Citing ‘conventional wisdom’ like its the gospel.

User's avatar

Continue reading this post for free, courtesy of Peter Pham.

Or purchase a paid subscription.
© 2026 Phoenix Global Wealth Management · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture