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Otavio (Tavi) Costa Profile
Otavio (Tavi) Costa

@TaviCosta

Followers
108,114
Following
1,837
Media
1,434
Statuses
5,895

Crescat Capital portfolio manager. Native of Sao Paulo, Brazil 🇧

Denver, CO
Joined June 2014
Don't wanna be here? Send us removal request.
@TaviCosta
Otavio (Tavi) Costa
32 minutes ago
Alligator mouth. Micro-cap stocks now suggesting that a downturn in the S&P 500 is upon us. A similar divergence also developed prior to the pandemic crash in 2020.
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@TaviCosta
Otavio (Tavi) Costa
3 hours ago
None of us own enough tangible assets. That's it. That's the tweet.
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@TaviCosta
Otavio (Tavi) Costa
14 hours ago
Imposter. Please report if you can: @tavicosta1 Thanks in advance.
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@TaviCosta
Otavio (Tavi) Costa
a day ago
Russell 2000 is about to turn negative on a YoY basis. If history is any guide, the S&P 500 should follow.
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Otavio (Tavi) Costa Retweeted
@goldsilver_pros
Rob Kientz 🥇| Metals Kick-Off Virtual Conference
2 days ago
Nobody is prepared. Come listen to @TaviCosta speak at our Digital Conference on January 26th. Register FREE:
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Otavio (Tavi) Costa Retweeted
@Crescat_Capital
Crescat Capital
3 days ago
Software valuations today are double the size of the tech bubble. @TaviCosta
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@TaviCosta
Otavio (Tavi) Costa
3 days ago
Crescat Gets Activist on Gold & Silver #60
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Otavio (Tavi) Costa Retweeted
@menlobear
Adam Taggart
3 days ago
40% Early Bird discount expires midnight TONIGHT!! @JamesGRickards @GrantsPub Lacy Hunt @LukeGromen @DiMartinoBooth @SantiagoAuFund @RealRickRule @TaviCosta @LanceRoberts + more great experts all-day next Sat Jan 22 Register Now!
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Otavio (Tavi) Costa Retweeted
@crescatkevin
Kevin C. Smith, CFA
3 days ago
Odd divergence between a high profile ETF and its largest position.
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Otavio (Tavi) Costa Retweeted
@wmiddelkoop
Willem Middelkoop
3 days ago
The Great Rotation, since 2020 Value over Growth
@TaviCosta
Otavio (Tavi) Costa
4 days ago
Pure value indices have significantly outperformed pure growth since elections. A great rotation is already taking place. Still an early move.
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Otavio (Tavi) Costa Retweeted
@goldsilver_pros
Rob Kientz 🥇| Metals Kick-Off Virtual Conference
5 days ago
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@TaviCosta
Otavio (Tavi) Costa
4 days ago
Pure value indices have significantly outperformed pure growth since elections. A great rotation is already taking place. Still an early move.
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Otavio (Tavi) Costa Retweeted
@Crescat_Capital
Crescat Capital
4 days ago
Comparing growth stocks to gold miners provides insight into market risk. @TaviCosta
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@TaviCosta
Otavio (Tavi) Costa
4 days ago
New lows for $ARKK Tech is rolling over again. Software stocks look ready for another dump. Overall market will likely follow to the downside.   Record valuations now facing a rise in cost of capital amid an inflationary regime. A rotation out of growth stocks is underway.
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@TaviCosta
Otavio (Tavi) Costa
5 days ago
For those calling for peak inflation soon, keep in mind: Since the end of Q1, nat gas and oil are up 85 and 55% each. We're yet to see the appreciation in owners equivalent rent after the largest house prices' increase in 30 years. That doesn't look like peak inflation to me.
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Otavio (Tavi) Costa Retweeted
@Crescat_Capital
Crescat Capital
5 days ago
$KFR.V confirms drill target at day trip zone, Goldrange project. “I am very excited to see how our mapping, geochemical sampling, and now IP geophysical survey have all validated this attractive target.” – Dustin Perry, CEO @Kingfisher_KFR
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Otavio (Tavi) Costa Retweeted
@Crescat_Capital
Crescat Capital
5 days ago
$LAB.V intersects 50.52g/t gold over 2m at Kingsway. “Two potential new zones are indicated by these results and grade 15.86 g/t Au over 1m in Hole K-21-76 and 16.21 g/t Au over 1m within a larger 29m interval in hole K-21-74…” – Roger Moss, CEO
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Otavio (Tavi) Costa Retweeted
@LawrenceLepard
Lawrence Lepard, "fix the money, fix the world"
5 days ago
Great line from Tavi: "None of us own enough tangible assets". To which I would add "behind the curve" will become a household phrase.
@TaviCosta
Otavio (Tavi) Costa
5 days ago
It's a good thing the Fed is planning ahead by expecting interest rates to be at 2.12% by the end of 2024 to then start fighting inflation in 2025. None of us own enough tangible assets.
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