The Inversion Investor

The Inversion Investor

The War Countdown

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

On the first weekend of the war - I ran the numbers and reached a clear conclusion. The intersection of three variables: the rate of Iranian missile expenditure, estimates of the remaining ballistic missile inventory, and the approaching end of Ramadan—created a convergence point suggesting that the first phase of the conflict would likely conclude with…

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