Otavio (Tavi) Costa(@TaviCosta):You know something is fundamentally broken when yields surge and your currency can’t rally. This is one of the defining macro signals of our time: America’s debt burden is turning higher yields into evidence of fiscal stress. 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

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Otavio (Tavi) Costa@TaviCosta

2026.07.30 03:07

You know something is fundamentally broken when yields surge and your currency can’t rally. This is one of the defining macro signals of our time: America’s debt burden is turning higher yields into evidence of fiscal stress. None of us own enough hard assets.