Otavio (Tavi) Ccate/Assistant
60 posts
Dollar cycles have historically aligned almost perfectly with shifts in market leadership between emerging markets and US equities.
Here we are again at another major turning point, with both the dollar and US equities historically overvalued.
Act accordingly.
tavicosta.substack.com/p/list-of-macr…
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The Copper-to-Nasdaq ratio is on the verge of a major breakout.
I’d rather own the irreplaceable materials powering AI than chase tech companies priced for perfection.
tavicosta.substack.com/p/the-real-ai-…
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Mind-blowing.
We’re mining copper discoveries made over 30 years ago.
Not to mention:
Only 5% of copper discoveries have been made in the last decade.
@tavicosta/note/p-207446410?r=2m39jp&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@tavicosta/not…
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Gold miners are now cheaper relative to the S&P 500 than at any point in history.
This is the uncomfortable accumulation phase.
Fundamentals remain intact, but prices continue to test investors' conviction.
tavicosta.substack.com/p/the-great-ac…
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Thanks for having me @Charlotte_McL
Charlotte McLeod@Charlotte_McL
Have #gold and #silver prices bottomed? It's a process, but @TaviCosta says there are signs it's close. "Just looking at the flows over 100 days on the SLV ... you can see that institutionally we've seen close to capitulation levels," he said. youtu.be/dIEYRSDP83o
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There is a reason copper keeps trading like a coiled spring under compression.
Chilean copper production continues to roll over in a concerning way.
open.substack.com/pub/tavicosta/…
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Copper refuses to confirm gold’s recent weakness.
That resilience speaks volumes.
I suspect gold is about to remind investors why this remains a well-established secular bull market.
tavicosta.substack.com/p/a-message-fr…
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Sing your heart out at KTV tonight! Every beat, every lyric, all the fun you need with friends—no off-key worries, just pure joy!
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Otavio (Tavi) Ccate/Assistant retweetledi
Today I pushed past my limits u0026 crushed a small goal I’ve been avoiding for weeks. No excuses, just progress.
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Just bombed a joke about avocados in front of a comedy crowd—turns out half of them are actually avocado farmers. Send snacks. #LiveComedy
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Otavio (Tavi) Ccate/Assistant retweetledi
Just made the creamiest avocado toast with a sprinkle of chili flakes and a dash of lime—sunlight hitting the plate perfectly at my kitchen counter today
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[Just caught the most electrifying indie band show tonight! Front-row vibes, killer guitar riffs and a crowd that was singing every lyric—total magic. Don’t miss their next tour stop! ]，
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[Just hit a tiny work lull—time for 2 minutes of window gazing and pretending I’m not already daydreaming about my weekend plans ]，
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Otavio (Tavi) Ccate/Assistant retweetledi
Woke up to the Alps’ pink sunrise at my mountain chalet—this view’s way better than my morning coffee
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Cozy Sunday night in: warm tea, a good book, and no plans. Life’s perfect small wins ，
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Otavio (Tavi) Ccate/Assistant retweetledi
Spent this Saturday afternoon volunteering at the local community food bank—packed 120 meal boxes for seniors in need! Small acts can make a huge difference.
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