Otavio (Tavi) Costa(@TaviCosta):Agricultural commodities have just broken decisively above nearly 20 years of resistance. And this is happening while: ▪️Diesel prices approach all-time highs ▪️Mortgage rates hover near 7%, with housing already deeply unaffordable ▪️Wealth inequality stands near historic extremes This is precisely the kind of combination that can trigger widespread social unrest, dramatic policy shifts, and intense political pressure. None of us own enough hard assets.

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

2026.08.29 13:28

Agricultural commodities have just broken decisively above nearly 20 years of resistance. And this is happening while: ▪️Diesel prices approach all-time highs ▪️Mortgage rates hover near 7%, with housing already deeply unaffordable ▪️Wealth inequality stands near historic extremes This is precisely the kind of combination that can trigger widespread social unrest, dramatic policy shifts, and intense political pressure. None of us own enough hard assets.