Tavi Costa Articles & Videos

Tavi Costa: This is a very important chart

By Herman James on 03/27/2025 All, Articles, Investment Gurus, Other Gurus, Others, Tavi Costa

Tavi Costa – X, Released on 3/27/25 This is a very important chart. Leveraged loans have already broken down, and junk bonds are just starting to roll over, in my view. We are starting to see clearer signs of credit deterioration. My 2 cents:⁰⁰A blowout in credit spreads remains one of the most… pic.twitter.com/jbb4F5SaXy — […]

Tavi Costa: Junk Bonds Are Flashing Warning Signs

By Herman James on 03/27/2025 All, Headlines, Investment Gurus, Other Gurus, Others, Tavi Costa, Videos

Maggie Lake Talking Markets, Released on Released on 3/28/25 We’re wrapping up the week on Talking Markets with Tavi Costa, macro strategist at Crescat Capital. Tavi will be chatting with Maggie about the roll-over he’s starting to see in junk bonds (and why it matters), and why he thinks “a blow out in credit spreads […]

Tavi Costa: Silver looks ripe for another push higher

By Herman James on 03/25/2025 All, Articles, Investment Gurus, Other Gurus, Others, Tavi Costa

Tavi Costa – X, Released on 3/25/25 After a healthy 5% correction, silver looks ripe for another push higher in my view. Gold continues to hold well above its critical $3,000/oz level, and I believe we could experience a major catch up in silver prices. pic.twitter.com/RdChF04tFe — Otavio (Tavi) Costa (@TaviCosta) March 25, 2025 Tavi […]

Tavi Costa & Peter Grandich: Macro Outlook, Tariffs, Copper, Gold, Silver, Mining Stocks

By Herman James on 03/24/2025 All, Headlines, Investment Gurus, Other Gurus, Others, Tavi Costa, Videos

Peter Grandich – YouTube, Released on 3/25/25 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured in financial […]

Tavi Costa: Markets are undergoing a major rotation…

By Herman James on 03/18/2025 All, Articles, Investment Gurus, Other Gurus, Others, Tavi Costa

Tavi Costa – X, Released on 3/18/25 Impressive. Despite the S&P 500 being down year to date, gold miners are now up 33%. Markets are undergoing a major rotation in my view, with capital flowing into hard asset-based businesses. pic.twitter.com/j3oxMv2oH0 — Otavio (Tavi) Costa (@TaviCosta) March 18, 2025 Tavi Costa is a partner and portfolio […]

Tavi Costa: Gold-to-S&P 500 ratio is now near 4-year highs

By Herman James on 03/16/2025 All, Articles, Investment Gurus, Other Gurus, Others, Tavi Costa

Tavi Costa – X, Released on 3/16/25 Source: https://x.com/TaviCosta/status/1901261359121072212 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured in […]

Tavi Costa: Silver’s Reverting Back To A Monetary Metal

By Herman James on 03/07/2025 All, Headlines, Investment Gurus, Other Gurus, Others, Tavi Costa, Videos

Liberty and Finance, Released on 3/7/25 Tavi Costa of Crescat Capital discusses the potential for a major monetary realignment, focusing on the growing importance of gold in the global financial system. He highlights how the U.S. dollar’s dominance may be nearing its peak, with the rising divergence between U.S. gold reserves and global gold holdings […]

Tavi Costa: This is the first time since 2001 that mining stocks have appeared this attractive

By Herman James on 03/04/2025 All, Articles, Investment Gurus, Other Gurus, Others, Tavi Costa

Tavi Costa – X, Released on 3/3/25 Today is a good reminder: Gold miners currently have a superior free cash flow yield compared to tech stocks. This is the first time since 2001 that mining stocks have appeared this attractive. That period marked the beginning of one of the industry’s strongest decades. pic.twitter.com/YyEQ0OMD8f — Otavio […]