Otavio (Tavi) Costa(@TaviCosta):Positioning in the US dollar is at one of the most extreme levels we’ve seen in years. The currency is also deeply overvalued and technically stretched. With rates rolling over and the Fed nearing the end of its hiking cycle, we may be approaching a major turning point. Meanwhile: Gold and silver are deeply oversold — a reversal in the dollar could unleash a powerful rally in both metals.

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

参加 June 2014

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Otavio (Tavi) Costa@TaviCosta

2026.11.03 00:20

Positioning in the US dollar is at one of the most extreme levels we’ve seen in years. The currency is also deeply overvalued and technically stretched. With rates rolling over and the Fed nearing the end of its hiking cycle, we may be approaching a major turning point. Meanwhile: Gold and silver are deeply oversold — a reversal in the dollar could unleash a powerful rally in both metals.