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Otavio (Tavi) Costa

1 Follower
community-curated profile

Crescat Capital portfolio manager. Native of Sao Paulo, Brazil 🇧http://instagram.com/tavicostamacro

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  • The rise and fall of the consumer. Household demand for goods and services is poised to fall off a cliff. The US economy simply cannot handle the Fed’s continued monetary tightening. This is the onset of a vicious stagflationary environment. He
    by Otavio (Tavi) Costa
  • The debt ceiling issues present a much greater risk than currently perceived. Although prior concerns have proven to be mostly peripheral, today’s circumstances are quite unique. To be clear: The main problem relates to the potential consequence
    by Otavio (Tavi) Costa
  • Crescat Gets Activist on Gold & Silver #119
    by Otavio (Tavi) Costa
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  • Why Gold below $3000 could be cheap
    by Jeremy Naylor
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Otavio (Tavi) Costa @TaviCosta · Apr 5, 2023
  • From Twitter

Great work Eric!
Video Apr 4, 2023
Why Gold below $3000 could be cheap
by Jeremy Naylor and Eric Strand
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