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
2.3K Following 322.9K Followers
Washington has a strong dollar, high interest rates, and an unmanageable debt-service burden.
The math won’t let it have all three.
My two cents:
A weakening dollar and financial repression will be the two defining macro drivers of this decade.
None of us owns enough hard assets.
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