Tavi Costa – X, Released on 5/26/24 Source: https://x.com/TaviCosta/status/1794831176491839865 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 5/21/24 Undoubtedly, still one of the most important macro charts of the upcoming decade. None of us own enough hard assets. pic.twitter.com/2yOT7AGFbN — Otavio (Tavi) Costa (@TaviCosta) May 21, 2024 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. […]
Tavi Costa – X, Released on 5/21/24 Shanghai and global freight costs are surging again. We just experienced one of the steepest 2-week changes in history. pic.twitter.com/voTvUgJDoa — Otavio (Tavi) Costa (@TaviCosta) May 21, 2024 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He […]
Silver Bullion TV, Released on 5/23/24 Patrick Vierra from SBTV spoke with Tavi Costa, Macro Strategist from Crescat Capital. Tavi goes over why central banks need a better quality of reserves than fiat, and that means gold. He also let’s us know his opinion on the next big short…hmmm? Great info for precious metals investors […]
Tavi Costa – X, Released on 5/20/24 Source: https://x.com/TaviCosta/status/1792600689517932571 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 5/20/24 True inflation is far from contained. pic.twitter.com/q9PDbhSAur — Otavio (Tavi) Costa (@TaviCosta) May 20, 2024 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 […]
Tavi Costa – X, Released on 4/29/24 Tomorrow is the last day of the month and junior miners are about to make a monthly close above a 13-year resistance. Keep in mind that gold is also about to reach another record level in its monthly prices. pic.twitter.com/kntqQjOayN — Otavio (Tavi) Costa (@TaviCosta) April 29, 2024 […]
Tavi Costa – X, Released on 4/27/24 This chart is fascinating. Gold miners, arguably the most hated industry in today's markets, are also at their most undervalued state in 40 years based on their price-to-net-asset-value ratio. I call this the perfect storm. pic.twitter.com/O8s1OWs7mV — Otavio (Tavi) Costa (@TaviCosta) April 27, 2024 Tavi Costa is a […]