The Inversion Investor

The Inversion Investor

By Sunday Afternoon, I Was Already Mourning—Because I Think in Consequences

Peter Pham's avatar
Peter Pham
Jan 20, 2026
∙ Paid

I’m literally having a glass of wine and thinking through the systemic effects.

Most people can barely make it back to their desk job by Tuesday—and even with all that “rest,” they don’t have the range to model the consequences of a crash.

And then there’s the other layer: continuing to print “Rise” after “Rise” while the broader tape is still in decline—…

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