Otavio (Tavi) Costa

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

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Tweet Jun 28, 2022

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

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Tweet May 29, 2023

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

Video May 6, 2023

Crescat Gets Activist on Gold & Silver #119

by Otavio (Tavi) Costa