A hub for independent voices and hard truths
Gold — the ultimate haven asset, backed by a multitude of macro drivers that I believe are fueling the onset of another secular cycle. pic.twitter.com/RBPe57F9dU — Otavio (Tavi) Costa (@TaviCosta) March 13, 2025 This is your irregular reminder that you …
Today's hotter-than-expected #inflation data, following similar news yesterday, is putting more downward pressure on #gold. But gold will soar when investors realize the Fed will keep cutting rates despite inflation, and return to QE, sending both inflation and gold much …
No major economy in the world today is pursuing such an aggressively expansionary fiscal policy while shouldering an unsustainable cost of debt service. pic.twitter.com/J7QOca997s — Otavio (Tavi) Costa (@TaviCosta) December 9, 2024 This trajectory, in our view, is untenable and …
This is the most bullish! https://t.co/UjbXSsNRBk — Rock Bottom Entries (@RockBtmEntries) December 4, 2024 $3730 per ounce of silver? Scenario: stocks crash, gold rises, silver skyrockets = the Dow/Silver ratio collapses. How far this time? If the Dow falls by …
Ladies and gentlemen, This is it. pic.twitter.com/cV2wb2m7r8 — Otavio (Tavi) Costa (@TaviCosta) August 19, 2024 Ask yourself: What would a central bank rather own? pic.twitter.com/kk7hDxvZQf — Otavio (Tavi) Costa (@TaviCosta) August 24, 2024 “The US is now potentially transitioning … …
2-year yields have likely peaked for this cycle and the recent downward trend is probably going to accelerate to the downside as the Fed panics to reverse its policy stance. It’s important to keep in mind that, historically, falling short-term …
One thing I've learned in this business is to always pay attention to the messages the bond market is conveying. Each time we've observed the current level of rate cuts reflected in bond prices, a recession has followed. The steepening …
China’s stagnation in one picture. Their economy is facing a similar issue to what Japan experienced after the bursting of its asset price bubble in the late 80s, which led to a long period of low growth known as the “Lost …
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 Undoubtedly, still one of the most important macro charts of the upcoming …
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 — …
Costa Rican Colon Surges Against US Dollar: Causes and Implications A question many of us are asking right now is: How is the colon appreciating so rapidly vs the dollar? Since June, 2022, the USD has lost over 25% of …
This is undoubtedly the best-looking chart I've seen in my career. One of the most important macro developments unfolding as of late. If you ask me, the silver rush is just getting started. pic.twitter.com/AYDvY5fQiL — Otavio (Tavi) Costa (@TaviCosta) April 3, 2024
Central banks are starting to show their cards, and this surge in gold has been relentless. It is remarkable to see this price behavior on days when Treasuries fall and inflation expectations rise. The race to improve the quality of their international …
Now it’s official. Gold just had a quarterly close at record levels, likely marking the beginning of a secular bull market. This is indeed one of the most exciting times to be a precious metals and commodity investor that I …
Agricultural commodities are now up 21% annually. That has a 3-month lead on CPI. A second wave of inflation is emerging. pic.twitter.com/gCq8C3hxkF — Otavio (Tavi) Costa (@TaviCosta) March 27, 2024 I see so many pushing DBA and calling for a commodity bull …
Are you ready for a financial shake-up? According to experts like Tavi Costa and Howard Marks, the signs are pointing to a major shift in the investing world. With inflation on the rise and central banks pumping money into the …
Agricultural commodities just surged above the Russian invasion levels, reaching near-decade highs. This surge is expected to have significant implications for inflation in the global economy, potentially driving food prices substantially higher. It's worth noting the strong… pic.twitter.com/nkrKO7bs5D — Otavio (Tavi) Costa …
The federal government has used taxpayer dollars to fund services for LGBTQ refugees in Latin America over the past couple of years, federal grants show. The State Department and the Inter-American Foundation, an independent federal agency, funded a trio of …
A second wave of inflation in the making. Today's report unveiled the largest positive surprise in personal income since the surge in consumer prices began in 2021. While many investors and policymakers still view this issue as cyclically contained, the nature of …
Oh boy. Global freight rate for containers just surged 61% this week. Not the time to celebrate the end of inflation. A second wave is likely underway. H/t @dailychartbook pic.twitter.com/X9K2DZJDWR — Otavio (Tavi) Costa (@TaviCosta) January 5, 2024
by Martin Armstrong President Rodrigo Chaves of Costa Rica has declared a state of emergency, but not due to anything happening in his nation per say. People across the globe are passing through Costa Rica en route for the USA …
Swarming in numberspic.twitter.com/Sp9l0rLG1x — J T (@joshuatan88) September 27, 2023
In the meantime: The Fed continues to pretend that it can shrink its balance sheet size and watch the cost of government debt rise, all while the US grapples with a 12% twin deficit. After marking the end of a …