The Inversion Investor

The Inversion Investor

Turn on the printer

Peter Pham's avatar
Peter Pham
Jul 22, 2025
∙ Paid
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I’m going to turn on the printer.

Because I am an alien.

What can a EM buy side do for you ?

Besides underperform the S&P on a consistent basis.

Maybe 1-2 years of good allocation and it falls apart.

But they will tout their models to you while eating Thai fish.

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