Tavi Costa – X, Released on 2/13/25 Hmmm…. Probably nothing 🙃 https://t.co/Af5YC7l1oA — Otavio (Tavi) Costa (@TaviCosta) February 13, 2025 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 […]
Tavi Costa – X, Released on 2/12/25 The gold-to-oil ratio just hit its highest level ever on the monthly chart—excluding the COVID spike. Who benefits the most from this? Mining companies. This directly impacts their margins, which are expanding significantly as metal prices climb. Gold is up nearly $1,000/oz… pic.twitter.com/iewjzNNN1t — Otavio (Tavi) Costa (@TaviCosta) […]
Tavi Costa – X, Released on 2/10/25 Gold has nearly doubled in value since The Wall Street Journal declared that the metal had lost its reserve status in September 2022. pic.twitter.com/DOJ2M1TxP9 — Otavio (Tavi) Costa (@TaviCosta) February 10, 2025 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the […]
Tavi Costa – X, Released on 2/6/25 Meanwhile: India's gold imports have reached their highest level in over a decade. The FOMO is real. pic.twitter.com/p0pWvoo7WA — Otavio (Tavi) Costa (@TaviCosta) February 7, 2025 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat’s […]
Tavi Costa – X, Released on 2/5/25 As gold miners start to move, it's important to put into perspective where we are in terms of valuations relative to history. Based on price-to-net asset value metrics, these companies are currently at their most undervalued levels in four decades. Let the bull market begin. pic.twitter.com/JxAJoAIlQe — Otavio […]
Tavi Costa – X, Released on 10/23/24 Source: https://x.com/TaviCosta/status/1849179516540686753 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 […]
MiningStockEducation.com, Released on 10/24/24 “Oil looks even more attractive than gold right now” says portfolio manager Tavi Costa of Crescat Capital. Tavi Costa shares that even though he expects gold over $2900/oz and silver touching over $40/oz before year-end 2024, he is even more bullish oil and possibly other non-precious metals. A year from now, […]
Wall Street Silver, Released on 10/23/24 Tavi Costa joins us to discuss silver prices exploding and how central banks are in panic mode as control slips away! 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 […]