The Inversion Investor

The Inversion Investor

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The Inversion Investor
The Inversion Investor
Deja Vu: 2020 Redux
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Deja Vu: 2020 Redux

Peter Pham's avatar
Peter Pham
May 14, 2024
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The Inversion Investor
The Inversion Investor
Deja Vu: 2020 Redux
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We’re reverting to the 2020 playbook.

Things are different, but they remain the same in this four-year cycle.

During a period when BA 0.00%↑ rose by 100%.

The dominance of the US dollar and the bundling of invisible economy services and offerings in the content space is all the rage.

Bundles are perceived by consumers as an inflation hedge, offering more content,…

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