The Inversion Investor

The Inversion Investor

Double Liberation: Bulls Like Quick Fixes

Peter Pham's avatar
Peter Pham
Apr 22, 2025
∙ Paid

The more Trump fails, the higher the market will go.

Peter Pham
·
April 13, 2025
The more Trump fails, the higher the market will go.

As you expand, they shrink into irrelevance.

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Since yesterday afternoon, the market has been dominated by net buying. I’ve been looking for potential catalysts ahead of today’s Lockheed Martin (LMT) earnings, particularly related to a possible expansion in international revenue, which currently sits at 26%. This growth could be driven by increased NATO spending or new trade-related benefits.

Aerospa…

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