Otavio (Tavi) Costa @01_TaviCosta
Crescat Capital partner & macro strategist. Native of São Paulo, Brazil https://t.co/10zddErQPA crescat.net/disclosures Denver, CO Joined October 2013-
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Buy low and sell high. Natural gas is currently re-testing the lows of its prior 7 major bottoms. If you ask me, time to step in.
My macro presentation starts now 👇
Crescat's Live Market Call x.com/i/broadcasts/1…
Now is not the time to stand in the way of this long-awaited historical breakout, in my view. With gold prices at these levels, mining companies are likely to become true cash-flow machines. Newmont's earnings release today was just a glimpse of what's to come.
A valuable lesson from the 70s that is particularly relevant in a day like today: Gold and commodities consistently outperformed while tech stocks endured numerous setbacks. Although this dynamic appears to be unthinkable today, keep in mind that markets often defy…
Latest interview with @KitcoNewsNOW @JeremySzafron youtu.be/YZm6-Yd_ebQ?si…
Coming up on @KitcoNewsNOW: We tackle tough questions on the stability of the global economy and the resurgence of gold with @TaviCosta. Tune in for a critical look at what lies ahead for markets and investors. Don't miss it! #GoldInvesting #EconomicInsight
For those who appreciate key technical levels: The US yield curve steepener trade is on the verge of a significant breakout, and if it comes to fruition, I see considerable potential for upside. To put this into historical perspective: While the spread between 2 vs 30-year…
Thank you for having me @ForexStopHunter
#Gold This was a Gem with Tavi @TaviCosta Watch youtube.com/watch?v=Wxa_6m…
On with Tavi in 8 Minutes Live here youtube.com/c/tradegatehub
On with Tavi in 8 Minutes Live here youtube.com/c/tradegatehub
👀"The multitude of structural forces driving metals has yet, in my opinion, to prompt a major re-rating of the valuations of these businesses, which continue to linger at historically depressed levels." - @TaviCosta of @Crescat_Capital. Source: loom.ly/K_-GseY
“The BoJ is trapped” in one chart. Japan is experiencing increasing inflation expectations alongside a continuous devaluation of the yen, exhibiting an almost perfectly negative correlation. This reflects the dilemma of an economy burdened by excessive debt, necessitating…
This chart speaks volumes about the level of complacency prevailing in markets today. Either the global economy is returning to a disinflationary state with a significantly lower cost of capital, or credit risk is severely mispriced. I believe it is the latter. As shown…
Don't miss this! What Tavi @TaviCosta forecasted for Months is Manifesting Now.
Don't miss this! What Tavi @TaviCosta forecasted for Months is Manifesting Now.
This chart provides such an important perspective on today's yield curve inversion, highlighting it as one of the longest and deepest in history. Additionally, three key observations: ▪️Deeply inverted curves ultimately see an aggressive steepening move, which I believe we are…
We've seen hardly any growth in commercial and industrial loans in the past two years. One reason: A deeply inverted yield curve creates an extremely challenging lending environment for banks. Instead, we're witnessing a resurgence of a trend where these financial…
"There is a lot of money on the sidelines" It’s funny how nobody who sees this as bullish bothers to look at this data in relation to the total market size of US stocks. When examined in this context, the current level of money market funds is historically low, significantly…
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