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@TaviCosta Avatar @TaviCosta Otavio (Tavi) Costa

Otavio (Tavi) Costa posts on X about stocks, mining, money, fed the most. They currently have XXXXXXX followers and 1373 posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Social category influence finance #2566 countries currencies

Social topic influence stocks #2667, mining #483, money #2727, fed #376, over the, currency, faster, betting, 7 days, $6753t

Top Social Posts #

Top posts by engagements in the last XX hours

"@Mosta_Pi Its bigger than that"
X Link @TaviCosta 2025-10-16T04:00Z 270.7K followers, 5485 engagements

"For those who think mining stocks are expensive: Despite their strong recent performance P/E ratios have actually contracted a sign that earnings are growing faster than share prices. Initially these stocks were priced based on very conservative earnings estimates. And that made sense just a year ago investor interest in the sector was nearly nonexistent. But after dramatically beating expectations it's realized earnings that are now driving valuations. Earnings per share for the Philadelphia Gold & Silver index have more than quadrupled over the past five years. If gold prices hold steady or"
X Link @TaviCosta 2025-10-01T19:36Z 270.7K followers, 95.6K engagements

"If we earned a dollar every time someone tried to time a correction in gold using technical analysis wed all be filthy rich by now. Lets call this what it is: A gold rush. I wouldnt compare this cycle to the 1970s or 2000s. The imbalances fueling central bank gold buying today are far more extreme. If you follow that logic then we really havent seen anything yet in my view"
X Link @TaviCosta 2025-09-25T19:29Z 270.7K followers, 336.4K engagements

"No need to overthink silvers latest move to $XX and the sharp pullback that followed. This is a critical level and nobody knows how long itll take for the market to digest it. What I do know is that triple tops rarely hold. And with gold still trading at roughly XX times the price of silver I wouldnt be betting against a breakout here. If you ask me an explosive move feels imminent"
X Link @TaviCosta 2025-10-10T06:23Z 270.7K followers, 181.7K engagements

"The chart below serves as a strong illustration of the kind of decade we may be heading into in my view. The historical cycle between US and Latin American equities is well established while investors often forget leadership between these regions has historically rotated. Some years the US leads other years Latin America takes the spotlight. Weve just come through one of the longest stretches of US outperformance relative to Latin American markets on record. At some point that cycle reverses. The potential peak of the US dollar likely sets the stage for a notable shift in relative equity"
X Link @TaviCosta 2025-05-05T19:44Z 270.7K followers, 74.5K engagements

"Gold miners made this move a few weeks ago and now junior silver miners are beginning to break out relative to the price of silver. Although the metals themselves are still undervalued compared to the money supply and other financial assets its important to note that in-ground mineral reserves remain historically underpriced and theyre only now starting to attract attention. Exciting times for those holding high-quality silver assets in my view"
X Link @TaviCosta 2025-09-29T18:50Z 270.7K followers, 74.5K engagements

"Deeply stagflationary. The latest ISM Services report was a clear display of the Feds predicament. The prices paid component is now pushing toward the XX handle while employment has dropped well below XX. And remember this reflectsservices not goods. On the goods side which commodity prices help illustrate inflationary pressures continue to build and accelerate"
X Link @TaviCosta 2025-10-05T00:47Z 270.7K followers, 163.1K engagements

"No single country or institution has reduced its Treasury holdings more significantly than the Fed in the past three years. Eventually the Fed or another arm of the U.S. government will need to step back in as the dominant buyer of Treasuries in my view. Ending quantitative tightening does not itself overhaul Treasury demand structurally but its a necessary part of moving toward that scenario. More importantly: The US is steadily moving toward a framework of full financial repression and the Feds policy stance will need to reflect that shift"
X Link @TaviCosta 2025-10-14T23:29Z 270.7K followers, 52.3K engagements

"Hard to ignore how cheap oil has become relative to a diversified basket of commodity producers that historically move in close correlation. Commodities rarely diverge for long and this disconnect suggests oil is among the most undervalued resources today in my view. All of this while US oil inventories sit near record lows and the Permian Basin has seen nearly a XX% drop in drilling rigs over the past three years. More importantly: Keep in mind that oil is also facing one of the most extreme speculative short positions in history"
X Link @TaviCosta 2025-10-05T14:18Z 270.7K followers, 178.5K engagements

"I mean no disrespect to technical analysts but Ive never seen silver as overvalued with the gold-to-silver ratio still sitting at 80"
X Link @TaviCosta 2025-10-15T17:07Z 270.7K followers, 101.7K engagements

"The updated Silver-to-S&P XXX ratio chart increasingly suggests the early stages of a major cycle where silver outperforms U.S. equities. While many investors have been conditioned to expect the opposite this chart highlights just how early we might be in a broader trend of capital rotating into hard assets"
X Link @TaviCosta 2025-10-13T18:20Z 270.7K followers, 173.5K engagements

"Barrick on the move. Investors continue to go up on the risk curve. Very bullish for the overall industry in my view"
X Link @TaviCosta 2025-08-20T20:01Z 270.4K followers, 40.7K engagements

"$4200/oz This is one of the most significant global rebalancings we've experienced in recent history"
X Link @TaviCosta 2025-10-15T03:57Z 270.7K followers, 129.2K engagements

"My X cents: The US government is the one buying here. The price action has been extraordinary no institutional investor would be chasing like this. Its a central-bank-led move unlike anything weve seen before. A gold rush if you will"
X Link @TaviCosta 2025-10-16T03:57Z 270.7K followers, 194.3K engagements

"Foreign central banks now officially hold more gold than US Treasuries for the first time since 1996. Let that sink in. If you think this buying streak is ending just look at what happened in the 1970s. This is likely the beginning of one of the most significant global rebalancings we've experienced in recent history in my view"
X Link @TaviCosta 2025-08-28T03:32Z 270.7K followers, 836.1K engagements

"Brazilian equities have been attracting unprecedented levels of foreign capital investments marking a fundamental shift since the global financial crisis. Net inflows from international investors over the past XX days have reached historically elevated levels maintaining a consistent upward trajectory over the last two years. Brazilian stocks recently broke out from a 15-year technical resistance and remain among the most undervalued equity markets both globally and in relation to their own historical context. If this is indeed the initial phase of a long-term prolonged commodities bull"
X Link @TaviCosta 2023-08-05T22:44Z 270.7K followers, 479.6K engagements

"Those who think gold miners are expensive should view them in the context of money supply Weve barely scratched the surface of what looks like the start of a multi-decade breakout"
X Link @TaviCosta 2025-10-07T12:51Z 270.7K followers, 69.2K engagements

"Conventional wisdom tends to view a strengthening dollar as a sign that investors are seeking liquidity in moments of stress. That narrative has some truth to it but history shows a far more structural relationship at play. Over the long run dollar cycles have consistently mirrored the relative performance of US assets compared to the rest of the world. When the dollar rises US assets dominate; when it falls global and emerging market assets tend to outperform. Keep in mind: You dont fix persistent twin deficits and overvaluation with a rising dollar. Quite the opposite. A weaker dollar"
X Link @TaviCosta 2025-10-12T02:10Z 270.7K followers, 53.5K engagements

"Gold and gold miners possibly constitute the smallest share of global assets in the last century. The same people who previously doubted the metal's potential for entering another cycle are now criticizing the miners. If you ask me this industry offers the most asymmetric opportunity I've seen in my career. The multitude of structural forces driving metals has yet in my opinion to prompt a major re-rating of the valuations of these businesses which continue to linger at historically depressed levels. H/t to @LawrenceLepard for this outstanding chart idea"
X Link @TaviCosta 2024-04-17T14:58Z 270.2K followers, 122.7K engagements

"It's official. Silver just reached its highest quarterly close in history. Game on"
X Link @TaviCosta 2025-09-30T21:41Z 270.7K followers, 288.8K engagements

"Rig activity tends to lead oil production and the current trend is hard to ignore. In the Permian Basin the largest oil-producing region in the US active rigs have dropped nearly XX% since April 2023. While many attribute this to improved efficiency and thats partly true the scale of this pullback is becoming too steep to ignore. In my view its only a matter of time before production plateaus or even begins to decline. From a market perspective this is a bullish setup for energy commodities and oil & gas companies in my opinion"
X Link @TaviCosta 2025-09-24T01:26Z 270.7K followers, 219.4K engagements

"There goes another major gold/copper company making a significant move today. Game on"
X Link @TaviCosta 2025-07-22T17:45Z 270.3K followers, 62.9K engagements

"Normally when metals perform well for a few years producers ramp up output to capitalize on the favorable environment. Not this time. Decades of underinvestment in the mining industry have been so severe that there are virtually no significant new mines coming online to meaningfully change the supply curve. Some think this problem is unique to silver. Its not. While the imbalance is more acute there other metals face the same challenge: a shortage of new supply on the horizon. This is one of the main reasons I believe this metals and mining cycle is likely to last much longer than prior ones."
X Link @TaviCosta 2025-08-27T16:56Z 270.6K followers, 46.1K engagements

"Meanwhile: The Brazilian real is currently breaking a key resistance this month. Its the second-strongest major currency year-to-date. Emerging markets are waking up and most investors remain oblivious in my view"
X Link @TaviCosta 2025-08-12T15:45Z 270.2K followers, 43.8K engagements

"The government is buying mining companies left and right yet people still doubt that the US is the one driving gold demand and pushing prices to these levels"
X Link @TaviCosta 2025-10-07T04:58Z 270.7K followers, 54.1K engagements

"Gold is now above $4000/oz and who wouldve thought silver would remain this cheap relative to gold Some say this time is different; others believe its only the beginning. Im firmly in the latter camp"
X Link @TaviCosta 2025-10-08T14:01Z 270.7K followers, 53.9K engagements

"Silver just hit new all-time highs today. It wasnt long ago that being bullish felt like a lonely stance when everyone and their mother was bearish and prices were stuck in the teens. Yet here we are. The lesson for me No matter the noise stay true to your research process and conviction"
X Link @TaviCosta 2025-10-14T02:23Z 270.7K followers, 87K engagements

"And despite all the skepticism: Brazilian stocks are setting the stage for what appears to be a historical breakout on the monthly chart. Latin America is currently undergoing a structural change and this is likely the beginning of a significant move in my view"
X Link @TaviCosta 2025-08-28T20:06Z 270.7K followers, 172.8K engagements

"Bessents recent comments on the Argentine peso being deeply undervalued alongside a currency swap deal that effectively involved the direct purchase of pesos mark a fundamental shift in how the US engages in foreign exchange policy. He framed it as a chance to buy low and sell high a statement with no modern precedent. Past swaps or interventions were precautionary not directional investments or proactive support of emerging-market currencies. In effect Bessent admitted that the US dollar is overvalued in my view. While some will call this a bailout the structure shows otherwise the US is"
X Link @TaviCosta 2025-10-10T13:27Z 270.7K followers, 64.8K engagements

"Let that sink in. We now have a government that speaks publicly and unapologetically about financial repression. Not the time to bet against hard assets in my view"
X Link @TaviCosta 2025-09-28T12:23Z 270.7K followers, 116.9K engagements