The Inversion Investor

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Taiwan's +25% YTD: War & Punishment
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Taiwan's +25% YTD: War & Punishment

Peter Pham's avatar
Peter Pham
May 24, 2024
∙ Paid
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The Inversion Investor
The Inversion Investor
Taiwan's +25% YTD: War & Punishment
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I tend to prefer multi-month/year core positions in conjunction with trades to manage the complexities of our world. 🍾

To recap, the actions of the current administration are designed to escalate geopolitical tensions. These tensions will be a major focus in the next presidential cycle, as America consolidates into a centralized wartime economy, leading…

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