The Inversion Investor

The Inversion Investor

Mark’s of the Beast

Peter Pham's avatar
Peter Pham
Apr 08, 2025
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Observe their actions—high tariffs on the US, currency management, trade rerouting, and export-driven policies—show a collective choice to exploit America’s market. They import from China (-$292B EU, -$85B India), process or add value, and sell to the U.S. (+$63.7B Germany, +$56.8B Japan), knowing it absorbs the imbalance.

This isn’t random; it’s a calc…

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