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 […]
Adam Taggart | Thoughtful Money, Released on 2/27/25 The US dollar has been very strong for several years now. Among other implications, capital from the rest of the world has flooded into US stocks as a result. Today’s guest predicts that for many reasons, especially America’s need to get bond yields lower in order to […]
Silver Bullion TV, Released on 2/25/25 Tavi Costa from Crescat Capital gives us a macroeconomic outlook and gold, silver, the miners, and artificial intelligence are all looking pretty good. Again. no financial advice is offered. However Tavi is one of the leading researchers and macroeconomists out there. Come see what Tavi Costa had to say. […]
Tavi Costa – X, Released on 2/21/25 Source: https://x.com/TaviCosta/status/1893051776531874054 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 – X, Released on 2/19/25 Fartcoin has tanked nearly 90% from its peak. Early signs of sanity returning. pic.twitter.com/qjFffEwyTQ — Otavio (Tavi) Costa (@TaviCosta) February 19, 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 […]
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 […]
