The Inversion Investor

The Inversion Investor

Crude Lockdown: COVID 2.0

Peter Pham's avatar
Peter Pham
Mar 12, 2026
∙ Paid

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

Sound familiar?

We’ve seen it before—just swap masks for barrels.

The same levers that crushed movement in 2020: fear, control, supply panic—are now primed by geopolitics.

Straits like Hormuz, Mala…

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