Otavio Costa  Global Macro Analyst

   

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Not Your Mother's Inflation
Published by Otavio Costa | Aug 1, 2021 | Articles 2824

From a market perspective, there was one important lesson from both 1940s and 1970s periods: At times when investable assets yield less than inflation, owning tangible assets becomes imperative. Commodities were far-and-away the best performing asset class in both of those decades.

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Government Is Trying To Hide Real Inflation
Published by Otavio Costa | Apr 30, 2021 | Articles 2372

Tavi discusses why 2021 could be worse due to stimulus and fiscal deficit spending. Governments are trying to hide real inflation in the system because they can't fix it. Oil, gold, silver, and copper all look incredibly cheap right now. In addition, the green agenda makes mining and resource use even more difficult.

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