The Inversion Investor

The Inversion Investor

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The Inversion Investor
The Inversion Investor
Exceptionalism is Exponential

Exceptionalism is Exponential

Peter Pham's avatar
Peter Pham
Mar 07, 2025
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The Inversion Investor
The Inversion Investor
Exceptionalism is Exponential
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“Access to cheap goods is not the essence of the American dream.”

US Treasury Secretary Bessent

Where did you hear an idea like this recently? Two days ago here:

You Got Darwined

You Got Darwined

Peter Pham
·
Mar 4
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The entire model of the East revolves around dumping everything, which deflates value and drives things down to the lowest common denominator. In fact, even within the East itself, this is a sta…

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