Tavi Costa: A classic sign of a commodities cycle in its early innings

By Herman James / April 25, 2022 / marketsanity.com / Article Link

Otavio (Tavi) Costa - Twitter, Released on 4/25/22

A classic sign of a commodities cycle in its early innings.

Producers remain so financially restrained to invest in their businesses that they are almost giving more capital back to shareholders than what they spend on CAPEX. pic.twitter.com/mEhCRh9xUn

- Otavio (Tavi) Costa (@TaviCosta) April 24, 2022

Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat's macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, Reuters. Tavi is a native of S??o Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.

Tavi Costa: A classic sign of a commodities cycle in its early innings added by Herman James on 04/26/2022View all posts by Herman James ?+'

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