The Inversion Investor

The Inversion Investor

I don’t like the mind of the consumer.

Peter Pham's avatar
Peter Pham
Sep 28, 2025
∙ Paid

I don’t like the mind of retail.

And I don’t even like the mind of the supposed “professional.”

Because all of them share the same trait: moderate consensus thinking.

They live in scarcity.

And scarcity breeds a form of social Darwinism — everyone clawing for the same explanations, the same signals, the same illusions of control.

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