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 326.1K Followers
Warsh today:
All bark. No bite.
Still miles from its inflation target.
The Fed is in the final stretch of this suicidal tightening cycle.
The chart below shows where hawkish talk runs into fiscal reality.
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