The Inversion Investor

The Inversion Investor

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The Inversion Investor
STIMULUS: Doomsday Clockwork
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STIMULUS: Doomsday Clockwork

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Peter Pham
Apr 15, 2024
∙ Paid
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The Inversion Investor
The Inversion Investor
STIMULUS: Doomsday Clockwork
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Just like that. The aerospace and defense stimulus is came today.

Lockheed Martin secured a major $17 billion contract from the U.S. Missile Defense Agency to create advanced interceptors for countering intercontinental ballistic missiles.

Aims to bolster the U.S. defense capabilities against such missile threats and received an upgrade from J.P.

America is Naive

Peter Pham and Thomas John Southerton
·
April 15, 2024
America is Naive

Most people on Wall Street are naive. This is the byproduct of entitlement, excess, and numbness. How can an Ivy League WASP understand human nature on a visceral level? In what context have they truly experienced human nature at its core? When you haven’t been a journeyman both physically and mentally, you haven’t truly grown or gone anywhere.

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