Tavi Costa – X, Released on 7/8/26

There are two things the US cannot afford:

• Rate hikes

• A prolonged, costly war

Yet those are precisely what’s driving the selloff in hard assets.

Not too many times in history do you get the chance to buy gold at oversold levels during a secular bull market.

Act… pic.twitter.com/HxFoUfaGJ0

— Otavio (Tavi) Costa (@TaviCosta) July 8, 2026