The Inversion Investor

The Inversion Investor

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The Inversion Investor
The Inversion Investor
IVYDivestment = Long $SPY 90% Win Rate
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IVYDivestment = Long $SPY 90% Win Rate

Peter Pham's avatar
Peter Pham
Apr 23, 2024
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The Inversion Investor
The Inversion Investor
IVYDivestment = Long $SPY 90% Win Rate
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Our primary mantra is to identify double inversions.

One of the easiest double inversions to spot is social political strife, particularly as centralization accumulates, as measured by debt-to-GDP or the $1 trillion government interest rate.

Ideologically, we have become utopians, often pushing forward unintended consequences due to our non-absolutist sta…

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