The Inversion Investor

The Inversion Investor

DEFICITS: Cut the Beast's Head Off

Peter Pham's avatar
Peter Pham
Apr 08, 2025
∙ Paid

What is this math class? The only time you should be using math is in quants to beat the market. Instead, for that, you want to understand narratives and stories and intricacies.

There is a massive deficit of people that choose not to buy from you and intentionally sell from you, and on top of that, they buy your debt. They would have been the biggest o…

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