The Inversion Investor

The Inversion Investor

The Death of Prediction: Lag, Unintended Consequences, and the Rise of Causality

Peter Pham's avatar
Peter Pham
Sep 25, 2025
∙ Paid
Tweets like this as variance collapses

We’ve hit Peak Prediction — models everywhere, lag everywhere, unintended consequences everywhere.

User's avatar

Continue reading this post for free, courtesy of Peter Pham.

Or purchase a paid subscription.
© 2026 Phoenix Global Wealth Management · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture