Otavio (Tavi) Costa(@TaviCosta):Everyone is a hawk until something breaks. We’re about to find out if Warsh is all talk. In the meantime: This flush in hard assets is running out of sellers in my view. Markets have a habit of testing conviction before rewarding it.

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

2026.10.30 20:52

Everyone is a hawk until something breaks. We’re about to find out if Warsh is all talk. In the meantime: This flush in hard assets is running out of sellers in my view. Markets have a habit of testing conviction before rewarding it.