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Otavio (Tavi) Costa: Hard asset cycle remains strong despite recent turbulence
Otavio (Tavi) Costa, portfolio manager at Crescat Capital, maintains a bullish stance on hard assets, arguing that the current volatility does not signal the end of the ongoing cycle.
Costa emphasizes that previous commodity supercycles occurred under markedly different macroeconomic conditions, such as when the dollar was linked to gold, debt levels were considerably lower, and globalization was evolving.
Costa previously noted that silver miners could see a breakout as selling prices at $75 per ounce far exceed production costs of $15–20 per ounce, highlighting improving margins for the sector (article). He also reported a breakout in the metals and mining ETF, driven by gains among copper miners and contributions from steel producers (article). These observations reflect recent trends in metals and mining equities.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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