The Inversion Investor

The Inversion Investor

The Taiwan Deal

Peter Pham's avatar
Peter Pham
Jan 16, 2026
∙ Paid

Taiwan is the cleanest case study in modern geopolitics: even if you want to debate whether China could execute an invasion and achieve a decisive victory within 24 hours, the economics are far less debatable.

The sanction response alone would be crippling—because the PRC voluntarily opted into the global trade game, and that game makes them structurall…

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