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Margins for miners reach historic highs, Otavio (Tavi) Costa notes
Otavio (Tavi) Costa, portfolio manager at Crescat Capital, remarks that miners are currently enjoying the strongest margins ever recorded in industry data.
He adds that a previous long-term cycle similarly featured extended periods of above-average profitability, suggesting such a cycle may be emerging again.
Costa has recently highlighted stagflation in the latest ISM report, noting that prices hit three-year highs while employment fell to two-year lows in previous analysis. In a separate commentary, he pointed to Argentina as the only country with a double-digit contraction in money supply as global credit expands, according to recent data. Costa’s observations focus on key developments in global economic and credit conditions.
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