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
가입 June 2014
2.3K 팔로잉 중 319.8K 팬
@biancoresearch Just as YCC doesn’t work, I would argue that a 25–50 bps rate hike will do virtually nothing to inflation either — unless you’re referring to a much more meaningful tightening cycle, which would be close to suicidal at today’s debt levels
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