otavio Archives - Citizen Watch Report

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.

March 14, 2025 9:34 am

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 …

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

December 9, 2024 9:07 am

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 …

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.’

August 12, 2023 7:09 am

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 …