Loading ...Otavio (Tavi) Costa
@TaviCosta
·
16h
A compelling chart for silver.
The outperformance of hard assets over financial assets is, in my view, one of the most significant macro trends unfolding today.
While we’ve seen similar shifts in the past, years of prolonged underperformance have conditioned investors to dismiss the possibility of a sustained reversal.
I take the opposite view.
As Mark Twain famously said:
“History doesn’t repeat itself, but it often rhymes.”
By the end of this decade, I believe traditional portfolios will likely hold a meaningfully larger allocation to hard assets than they do today.
