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Otavio (Tavi) Costa: Canadian miners trading highlights importance of hard assets today
Otavio (Tavi) Costa, portfolio manager at Crescat Capital, observes activity among miners trading in Canadian markets.
He reflects that days like this serve as a reminder of the enduring value of hard assets for investors.
Costa has previously noted historic margin strength for miners, citing a period of heightened profitability in the sector earlier this year. He also pointed to gains in precious metals and mining stocks following a commodities breakout as oil climbed to $100 in a recent market rally. These observations highlight the ongoing attention to mining companies amid broader market shifts.
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