The Inversion Investor

The Inversion Investor

Things to consider

Peter Pham's avatar
Peter Pham
Mar 18, 2026
∙ Paid

The tape is down 0.82%, yet my positioning has remained consistently long — executed with precise timing into gaps as price was pushed lower.

Despite higher inflation prints, reflected in PPI and reinforced through FOMC commentary, each post-event reaction became an opportunity where longs were deliberately authored rather than avoided.

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