The Inversion Investor

The Inversion Investor

SHORT: Breakdown Till the Close

Peter Pham's avatar
Peter Pham
May 12, 2025
∙ Paid

They sent Captain America aka Bessent to deal with the authoritarian Chinese, only to cut tariffs lower than what his boss would naturally do.

Then Captain America talks about a surplus, which is going to be a big deficit.

Strong but Weak Trade Deals

Strong but Weak Trade Deals

Peter Pham
·
May 7, 2025
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Captain America highlights that from all his pauses the US was able to net $6 billion from US imports for all the theatrics.

As a re…

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