costa:

Otavio (Tavi) Costa: Gold — the ultimate haven asset, backed by a multitude of macro drivers that I believe are fueling the onset of another secular cycle.

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 don't hold enough gold in your portfolio. pic.twitter.com/GKrFjZsmky — Bob Elliott (@BobEUnlimited) March 14, 2025 …

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Peter Schiff: Inflation pressures gold, but Fed cuts and QE will drive it higher. Tavi Costa: Agricultural commodities surged; inflation battle continues.

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 higher. — Peter Schiff (@PeterSchiff) December 13, 2024 Agricultural commodities have surged nearly 30% year-over-year, …

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Otavio (Tavi) Costa: Today, a new set of structural pressures has brought the US dollar to a critical juncture.

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 will inevitably lead to policies of interest rate suppression and constrained government spending—signaling a pivotal …

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Tavi Costa: Silver miners look bullish

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 50%, then silver price would be: at 60:1 = $373at 19:1 = $1180at 6:1 = …

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Tavi Costa: Ladies and gentlemen, this is it

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 … to a regime where the Fed (presumably) returns to a neutral policy, while the fiscal …

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Tavi Costa: You don’t want to get in the way of this train

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 yields tend to be very positive… pic.twitter.com/SpTrIQ06de — Otavio (Tavi) Costa (@TaviCosta) August 13, 2024 …

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Tavi Costa: China’s Stagnation In One Picture…

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 Decades”. After three decades of accruing more debt… pic.twitter.com/XPGbt9Dk3l — Otavio (Tavi) Costa (@TaviCosta) May 26, …

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Tavi Costa: 2nd Wave Of Inflation Is Beginning?

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 decade. None of us own enough hard assets. pic.twitter.com/2yOT7AGFbN — Otavio (Tavi) Costa (@TaviCosta) May …

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Tavi Costa: The silver rush is just getting started

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

Tavi Costa: The surge of central banks into gold is just getting started; Frank Giustra: The west is losing its pricing power in gold

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 reserves is just… pic.twitter.com/uxx8Bq2D5V — Otavio (Tavi) Costa (@TaviCosta) April 1, 2024 CNBC talking heads, …

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Tavi Costa: A secular bull market in gold has officially begun

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 can recall. Game on. pic.twitter.com/Cbr5V0TUgj — Otavio (Tavi) Costa (@TaviCosta) March 29, 2024 Japan has …

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Tavi Costa: Agricultural commodities are up 21% annually. A second wave of inflation is emerging.

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 (like they have last 30 years). Yes, we have potential inflation so we actually might …

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Tavi Costa: More Food Inflation Coming

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 (@TaviCosta) March 15, 2024 Biden’s administrative decisions fuel $700 billion deficit increase, exacerbating inflation. Took …

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Tavi Costa: A second wave of inflation in the making

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 inflation… pic.twitter.com/W4fbuZgHLF — Otavio (Tavi) Costa (@TaviCosta) February 29, 2024 Keep paying taxes peasants pic.twitter.com/srZGcmSIUi …

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Costa Rica Declares State of Emergency

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 as the borders are open to all. Our president is not concerned, but other nations …

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Otavio (Tavi) Costa: ‘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.’

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 40-year bull market in Treasuries, this upward move in 10-year… pic.twitter.com/DovYOOrn1a — Otavio (Tavi) Costa …

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