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@TaviCosta "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 271.3K followers, 182.4K engagements

"This move has profound implications in my view. The DXY index appears to be breaking down from a 14-year support level. If confirmed it could signal the start of a sustained downward trend in the US dollar in my view. Dont underestimate the importance of major technical breaks like this. The US dollar typically moves in long multi-decade cycles and this could very well be the start of a new one likely to the downside in my opinion"
X Link @TaviCosta 2025-09-16T20:57Z 271.3K followers, 328.2K 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 271.3K followers, 87.8K engagements

"From time to time investors tend to rotate between financial assets and hard assets and vice versa. Much has been made of golds recent rally but whats less appreciated is how early this move could be. When priced in gold the S&P XXX is only now retesting levels last seen at the 1929 market peak. This isnt a prediction of a depression far from it. Rather its a valuation perspective that highlights just how undervalued gold still appears through that lens. For now central banks are clearly in the drivers seat. But as market dynamics evolve I believe institutional investors may be forced into a"
X Link @TaviCosta 2025-10-16T14:59Z 271.3K followers, 80.2K engagements

"Is the next XX% move in gold higher or lower in your view"
X Link @TaviCosta 2025-10-17T13:02Z 270.8K followers, 9921 engagements

"There goes another major gold/copper company making a significant move today. Game on"
X Link @TaviCosta 2025-07-22T17:45Z 271.1K followers, 62.9K 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 271K followers, 40.7K engagements

"@Mosta_Pi Its bigger than that"
X Link @TaviCosta 2025-10-16T04:00Z 271.1K followers, 6044 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 271.2K followers, 74.5K 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 271.2K followers, 479.7K 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 271.2K followers, 116.9K 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 271.2K followers, 43.8K 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 271.2K followers, 46.1K 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 271.2K followers, 836.6K engagements

"A compelling chart for silver. The outperformance of hard assets over financial assets is in my view one of the most significant macro trends unfolding today. While weve seen similar shifts in the past years of prolonged underperformance have conditioned investors to dismiss the possibility of a sustained reversal. I take the opposite view. As Mark Twain famously said: History doesnt repeat itself but it often rhymes. By the end of this decade I believe traditional portfolios will likely hold a meaningfully larger allocation to hard assets than they do today"
X Link @TaviCosta 2025-09-14T01:30Z 271.3K followers, 154.9K 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 271.3K followers, 339.5K 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 271.2K followers, 74.6K engagements

"It's official. Silver just reached its highest quarterly close in history. Game on"
X Link @TaviCosta 2025-09-30T21:41Z 271.3K followers, 289K 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 271.2K followers, 96K 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 271.3K followers, 163.3K 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 271.3K followers, 178.9K 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 271.3K followers, 69.4K 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 271.2K followers, 54.1K 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 271.3K followers, 67.8K 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 271.3K followers, 53.8K 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 271.3K followers, 175.3K 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 271.3K followers, 53.2K 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 271.3K followers, 131.6K 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 271.3K followers, 105.1K 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 271.3K followers, 219.4K engagements

"@RonStoeferle Fascinating. Well said"
X Link @TaviCosta 2025-10-16T15:48Z 271.3K followers, 3286 engagements

"Mining stocks are likely overreacting today in my view. Put loosely these companies are effectively printing money at current gold prices. Yes mining stocks have performed incredibly well recently but the aggregate free cash flow of the Philadelphia Gold and Silver index has surged 11x. In short fundamentals have far outpaced the rally leaving these stocks even more undervalued than before"
X Link @TaviCosta 2025-10-17T19:45Z 271.3K followers, 159.1K engagements