Otavio (Tavi) Costa(@TaviCosta):Commodities are making another move. If you’re wondering why they keep coming back: You can't undo decades of chronic underinvestment and neglect in just two years of solid performance. This still feels like the opening act of a major commodities supercycle.

Otavio (Tavi) Costa

@TaviCosta

Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com

Joined June 2014

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Otavio (Tavi) Costa@TaviCosta

2026.08.18 02:58

Commodities are making another move. If you’re wondering why they keep coming back: You can't undo decades of chronic underinvestment and neglect in just two years of solid performance. This still feels like the opening act of a major commodities supercycle.