Tavi Costa’s Secular Bull Market Case for Gold, Silver & Copper - Discovery Alert
Tavi Costa’s Secular Bull Market Case for Gold, Silver & Copper - Discovery Alert
Source: Discovery Alert
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DW NOTE
Tavi Costa making the secular bull case for metals while gold is down 25% from January and silver down 51% is either extremely contrarian or extremely late. The Hormuz blockade — five months in, the worst supply shock in IEA history — drove oil up 15% this week but hasn't stopped precious metals from bleeding. If the thesis requires disregarding what just happened, it's not a thesis.