The tweet was deleted by the author.
But we saved everything 🙂.
Otavio (Tavi) Costa, portfolio manager at Crescat Capital, warns that inflation expectations are on the verge of a major breakout.
He argues that markets are underestimating how current macroeconomic imbalances could drive policymakers toward more inflation, suggesting that these forces will shape the coming decade and mark a new chapter in monetary history.
View post on X Loading...
Costa has previously described a major monetary gap closing and highlighted gold’s role as true money over credit. In a separate analysis, he observed that agricultural commodities recently broke through a nearly 20-year resistance as fuel and mortgage costs climbed. These observations add to his ongoing commentary on shifts in global markets.