Crescat Capital @Crescat_Capital Twitter profile

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Crescat Capital

12 days

📫 THE BEAR CASE FOR THE DOLLAR Crescat’s July Research Letter is live 👇 The Federal Reserve’s current interest rate policy is entirely misaligned with the magnitude of the debt problem, putting the US economy in a precarious situation. As

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Crescat Capital

@Crescat_Capital

5 years

Crescat is tactically positioned to capitalize on a downturn in the global economic cycle. Most investors remain oblivious to valuation facts as well as the coincident business cycle timing signals we outlined in the link below: …

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Crescat Capital

@Crescat_Capital

4 years

“The last time we had such a sweep across the White House and Congress was in early 2009… silver went up by 327%.” #silversqueeze h/t @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

Crescat’s July performance estimates letter. If gold and silver miners were considered a sector, it would be the only one that generates a higher free-cash-flow yield than inflation. Full letter:

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Crescat Capital

@Crescat_Capital

4 years

A Vicious Debt Spiral… Crescat’s November Research Letter full version:

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Crescat Capital

@Crescat_Capital

4 years

“Commodities are on the brink of a 12-year breakout…” - @TaviCosta Crescat macro presentation today. Join us live at 2pm ET.

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Crescat Capital

@Crescat_Capital

3 years

Silver is not only cheap to money supply, but also relative to gold and equity markets. Silver will serve the purpose of bringing us from the old to the new economy. @TaviCosta #silver

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Crescat Capital

@Crescat_Capital

3 years

The Great Rotation out of large cap growth and mega cap tech continues. Crescat’s latest macro deck:

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Crescat Capital

@Crescat_Capital

3 years

Defiance Silver. High grades at depth show Veta Grande has lots of runway to grow. "Having now demonstrated this is a robust system at depth, and given their large land position, there is huge blue sky within this company," Quinton Hennigh $DEF.V

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Crescat Capital

@Crescat_Capital

2 years

“I think China is probably closer to an economic implosion than the other way around.” @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

Silver miners are very close to a major breakout. @TaviCosta

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Crescat Capital

@Crescat_Capital

4 years

“The macro case for hard assets is the most compelling I have ever seen.” - @TaviCosta Don’t forget to join us live for Crescat’s Macro Presentation tomorrow, 12/17, at 2pm ET.

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Crescat Capital

@Crescat_Capital

2 years

Crescat's February research letter - A Trifecta of Macro Imbalances "Our near-record macro model score is signaling an important bearish signal with current stock prices."

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Crescat Capital

@Crescat_Capital

3 years

$ESK.V: How Can I Put This… “I personally don’t think we have seen anything yet and I think almost no one has an idea of just how big this could get.” Piece by @Comm_Invest

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Crescat Capital

@Crescat_Capital

4 years

“It seems to me that yield curve control is imminent… which is also going to add to the bull case for gold and silver and commodities in general. ” - @TaviCosta Full macro update and our latest mining deal disclosed

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Crescat Capital

@Crescat_Capital

2 years

“It should be no surprise that labor markets are mostly lagging indicators… they are the last shoe to drop.” - @TaviCosta in response to the argument that we are not in a recession due to jobs being added.

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Crescat Capital

@Crescat_Capital

4 years

Why Gold & Silver? @TaviCosta answers that with the whole premise for ‘buy gold and sell stocks’. Full interview:

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Crescat Capital

@Crescat_Capital

2 months

To put it plainly, today’s Michael Lewis “Big Short” opportunity, in our view, is the ongoing devaluation of fiat currencies relative to real assets with limited supply, which are imperative to society either as commodities or sound money. @crescatkevin @TaviCosta ‼️

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Crescat Capital

@Crescat_Capital

3 years

The tide is getting ready to go out. “Note how the growth stocks-to-gold miners’ ratio has been a great barometer of risk in the last 30 years. We saw a similar level of imbalance right at the peak of the tech bubble in 2000.”

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Crescat Capital

@Crescat_Capital

3 years

Eloro Resources. One of Crescat’s highest conviction precious metals positions. $ELO.V delivered some outstanding news today. Here is a thread: 👇👇👇

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Crescat Capital

@Crescat_Capital

1 year

Since 1900, there have been only five decades that the total real return for US stocks was negative. In fact, they were all deeply negative. Three of these periods happened during inflationary eras. The other two occurred at a time when valuations of

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Crescat Capital

@Crescat_Capital

3 years

Crescat Portfolio Manager, @TaviCosta appears on . “We learn why he believes "price can be a liar" and how to keep a cool head when your portfolio is not working.”

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Crescat Capital

@Crescat_Capital

3 years

Get set for the Great Rotation. Wonderful opportunity to buy today’s dip in PM stocks. Macro refresher from @crescatkevin & @TaviCosta Quinton Hennigh, PhD to provide updates on activist names. 2pm ET

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Crescat Capital

@Crescat_Capital

1 year

“To sustain the current government spending deluge, we believe it is inevitable that the Fed and other monetary authorities reassume their fundamental role as the primary financiers of government debt.” Crescat Letter – Monetary vs. Fiscal Dissonance

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Crescat Capital

@Crescat_Capital

3 years

The Zacatecas district is one of the largest Silver endowments in history, mined since the XVI century. $DEF.V drilling program has been focused below historical working. Recent high grade and wide width intersection suggests that the BIG PRIZE could be at depth.

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Crescat Capital

@Crescat_Capital

3 years

We think the oil and gas industry is at the beginning of an upward move that is going to be much larger than most expect. - @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

Oil & gas rig count has contracted for the first time on a 6-week change basis. @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

Silver continues to look ripe for a major move to the upside. @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

Time to deploy capital into cheap gold & silver miners. @TaviCosta

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Crescat Capital

@Crescat_Capital

4 years

“Silver is your highway from the old economy to the new economy. If you want to electrify the world you can’t do it without it.” - @TaviCosta $SLV #silversqueeze

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Crescat Capital

@Crescat_Capital

2 years

A flood of Treasury issuances driving long-term yields higher. @TaviCosta Full interview with @KitcoNewsNOW :

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Crescat Capital

@Crescat_Capital

3 years

“Eloro has just begun scratching the surface at two of the at least three breccia pipes and the inferred tonnage/endowment is already stacking up to a very sizeable deposit.” - @Comm_Invest $ELO.V story is just getting started.

Eloro Resources (ELO.V): Missing The Forest For The Trees - The Hedgeless Horseman

Flash February 25: Quinton Hennigh talks about the News Release over at Kereport.com: “ELORO RESOURCES – MORE INFORMATION ON THE DRILL RESULTS FROM YESTERDAY AT THE ISKA ISKA PROJECT” Follow me on...

www.thehedgelesshorseman.com

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Crescat Capital

@Crescat_Capital

1 year

Metals and mining industry capex has declined by 67%. @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

Eskay Creek mine was a company maker for Barrick. The adjacent property to the south looks even more promising. A world class, high-grade gold VMS discovery. Time to buy the dip. $ESK.V $ESKYF News Release:

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Crescat Capital

@Crescat_Capital

1 year

Gold is a far better alternative than Treasuries. @TaviCosta Full @wealthion interview here👇

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Crescat Capital

@Crescat_Capital

3 years

“Newmont is leading the way but look at GDXJ… as we see folks becoming more constructive in the space we believe that investors will go up on the risk curve and take more risk on the lower market cap companies, such as the GDXJ members.” - @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

The entire team at Crescat Capital would like to wish each of you a very happy holiday season! Thank you for being a Crescat follower, we look forward to ringing in the New Year strong!

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Crescat Capital

@Crescat_Capital

3 years

“What is the number one driver for the price of gold over time? It’s global fiat money printing.” - @crescatkevin Sign up here to get our latest research to your inbox

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Crescat Capital

@Crescat_Capital

3 years

“There’s a lot more inflation in the system than what is being reported” - @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

Global central banks are being forced to sell their international reserves in order to protect their own currencies. @TaviCosta ’s recent interview with @PalisadesRadio

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Crescat Capital

@Crescat_Capital

1 year

Energy stocks remain at their cheapest level in history. @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

Labor markets are starting to deteriorate and policy makers continue to focus on lagging indicators. @TaviCosta Full interview with @KitcoNewsNOW :

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Crescat Capital

@Crescat_Capital

2 years

“I think there is a lot more downside for the markets as economic activity continues to fall off a cliff” @TaviCosta from his interview with NTD News.

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Crescat Capital

@Crescat_Capital

1 year

The commodities to equities ratio chart shows the secular move from financial assets relative to tangible assets. @TaviCosta Full @wealthion interview here👇

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Crescat Capital

@Crescat_Capital

4 years

“I don’t know any other industry that is growing fundamentally the way that the miners are.” - @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

Crescat is long commodities and short overvalued financial assets. @TaviCosta Full interview below:

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Crescat Capital

@Crescat_Capital

3 years

“Eloro’s Iska Iska Silver-tin-polymetallic project hosts one of the only major tin discoveries in years. And it comes at a time when tin prices are making new highs due to increasing demand and shrinking supply. A classic case of right place, right time” – Quinton Hennigh $ELO.V

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Crescat Capital

@Crescat_Capital

3 years

Quinton Hennigh, PhD, covers the recent vein drill results from $BLLG.CSE @bluelagoon_res

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Crescat Capital

@Crescat_Capital

3 years

You think we reached the peak in commodities? Zoom out. @TaviCosta

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Crescat Capital

@Crescat_Capital

6 months

"Valuation extremes combined with macro inflection signals provide generational opportunities to position opposite the crowd for potentially large gains. At Crescat, we live for such times. We continue to believe we are on the cusp of a rare macroeconomic shift, like in 1972 and

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Crescat Capital

@Crescat_Capital

4 years

Crescat’s October performance letter is out…

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Crescat Capital

@Crescat_Capital

3 years

Gold looks prepped for a breakout. @TaviCosta

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Crescat Capital

@Crescat_Capital

1 year

The current market structure is unsustainable. @TaviCosta Full @wealthion interview here👇

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Crescat Capital

@Crescat_Capital

3 years

The US monetary base has gone vertical again. @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

There are three key inflationary forces. The demand for good and services, the supply of them, and the dilution of money. All three are running at full cylinders. @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

Keep your eye on agricultural commodities. @TaviCosta

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Crescat Capital

@Crescat_Capital

4 years

“With silver being the predominate metal here… just think what this type of deposit could do in a rising silver price environment.” - @crescatkevin $ELO.V $ELRRF Update @ 35:30

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Crescat Capital

@Crescat_Capital

4 years

“It’s the battle of two extremes where you have commodities being so cheap relative to equities being absurdly expensive.” - @TaviCosta Tomorrow Crescat goes live with #16 , 2:30pm ET

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Crescat Capital

@Crescat_Capital

3 years

Gold is ripe to continue to outperform the S&P 500. @TaviCosta

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Crescat Capital

@Crescat_Capital

4 years

“Cabral Gold is doing exactly what they said they would do. They have an existing 1 million ounce gold resource that I believe is way too conservative.” - Bob Moriarty $CBR.V

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Crescat Capital

@Crescat_Capital

3 years

“The party hasn’t even started… I don’t think we’re anywhere close to the sentiment high that we saw on the bullish side back in 2011… and those companies are looking fundamentally strong, arguably stronger than ever.” - @TaviCosta

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Crescat Capital

@Crescat_Capital

4 years

“They’re starting to recognize the other branches of the tree.” – Quinton Hennigh $DEF.V $DNCVF Defiance Silver has just begun to see how deep this trees roots are.

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Crescat Capital

@Crescat_Capital

3 years

$DEF.V to increase investor base with new US listing. Drilling at Zacatecas progressing. Lab results on their way.

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Crescat Capital

@Crescat_Capital

2 years

$SGD intersects 2.3g/t gold over 282.9m at its Yukon Valley zone and commences drilling at Gracie, Rogue project, Yukon “In an aggressive step back...we’ve encountered grades and intervals greater than those of our discovery holes last season.” – Scott Berdahl CEO @SnowlineGold

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Crescat Capital

@Crescat_Capital

3 years

Apple’s market cap is over 4x the size of the precious metals industry. @TaviCosta

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Crescat Capital

@Crescat_Capital

4 years

Gold and silver miners…. “This is one industry that is showing real fundamental improvement today” - @TaviCosta BUY gold & SELL stocks Full Video:

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Crescat Capital

@Crescat_Capital

3 years

“This is exactly what happened at the peak of the Tech Bubble. We saw the same type of rotation out of those high-growth names as inflationary forces were picking up” - @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

$BRC.V drills multiple one kilogram per tonne silver eq. intercepts at Tonopah West. “Tonopah West has become the most active silver exploration project in North America.” – Andrew Pollard, CEO

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Crescat Capital

@Crescat_Capital

2 years

$PEX.V intersects 497.2m of 0.66% copper equivalent or 0.96g/t gold equivalent. Including 107.2m of 1.41% copper equivalent or 2.04g/t gold equivalent from the RDP copper-gold project.

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Crescat Capital

@Crescat_Capital

3 years

“I think this pressure from labor markets is about to become a reality here and it will squeeze the margins of companies in general. Profitability will become a much higher priority to investors.” - @TaviCosta

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Crescat Capital

@Crescat_Capital

4 years

“While this condition can happen in early bull markets, as well as at peaks, the setup is most comparable to the tech bubble given today’s excessive valuations.” Crescat’s letter is out:

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Crescat Capital

@Crescat_Capital

3 years

Crescat takes 7.15% stake in $MEK.V Ogden project: 7 historic holes w/ 100+ g * m intercepts 15M ounces of gold extracted just a few km away at Dome Biggest Au district in the Superior Province 50/50 JV with Newmont

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Crescat Capital

@Crescat_Capital

3 years

The Fed is trapped. @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

$CPAU.V provides corporate update and 2022 exploration plans across its project portfolio. “Management is delighted to have completed the acquisition of New Placer Dome and its three highly prospective Nevada assets.” – Jeremy Yaseniuk, CEO

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Crescat Capital

@Crescat_Capital

4 years

Want to stay in touch? Crescat Capital's portfolio managers @crescatkevin and @TaviCosta publish a monthly Investors' Letter detailing their current macro-themes. Sign up here to ensure you don't miss out:

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Crescat Capital

@Crescat_Capital

3 years

$NFG hit a 1,728 g/m intercept at Lotto project. Quinton Hennigh, PhD covers the significance of this discovery. “This is bonanza grade stuff, you do not see this stuff form at random.”

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Crescat Capital

@Crescat_Capital

2 years

$CMB.V announces the identification of a significant area of exploration interest at its Rodney Pond property, Central Newfoundland. “…it was evident that this property had potential to host a significant polymetallic deposit.” – Kevin Brewer, CEO

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Crescat Capital

@Crescat_Capital

4 years

“It feels a lot more like the end of a party than the beginning of one.” - @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

Junior miners are starting to break out. @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

$ESK.V receives long high-grade assay results from TV "With today's excellent results Eskay is on their way to demonstrating they have 2 significant precious metal-rich VMS discoveries in hand & a multitude high-quality targets to test" – Quinton Hennigh

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Crescat Capital

@Crescat_Capital

3 years

When you look at the annualized return for stocks in the 1910s and 1970s, it was below 1%..... Then, add inflation rates, you’re taking about negative real returns. - @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

Keep an eye on silver. @TaviCosta

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Crescat Capital

@Crescat_Capital

5 months

It seems to be a very opportunistic time to be invested in hard assets… #gold continues to break out. @TaviCosta #InvestmentOpportunities Central Banks Pivoting Towards Gold, featuring Tavi Costa, Macro Strategist

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Crescat Capital

@Crescat_Capital

2 years

The Fed is being forced to tighten financial conditions in an already fragile economy. @TaviCosta

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Crescat Capital

@Crescat_Capital

1 year

The mining industry is ready to boom. @TaviCosta Full Interview with @Stansberry here 👇

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Crescat Capital

@Crescat_Capital

2 years

We are continuing to buy the dip in oil. @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

$CMB.V intersects CRD mineralization at Silver Hart, Yukon. Identifies the presence of gold and copper in the mineralizing system.

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Crescat Capital

@Crescat_Capital

3 years

The growth to value rotation is already happening in full swing. @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

Another high-grade gold intercept, 61.8 g/t over 13.7m. “Drilling at Keats continues to expand the impressive zone of high-grade gold mineralization” – Craig Roberts, CEO $NFG.V

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Crescat Capital

@Crescat_Capital

2 years

Energy is very cheap, fundamentally speaking. @TaviCosta @KitcoNewsNow Interview:

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Crescat Capital

@Crescat_Capital

1 year

Central banks are going to be forced to increase the quality of their international reserves. @TaviCosta on @KitcoNewsNOW Full interview:

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Crescat Capital

@Crescat_Capital

3 years

“New Found Gold continues to deliver the best Au g*meters results of any other project in North America” - Quinton Hennigh, PhD $NFG.V

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Crescat Capital

@Crescat_Capital

2 years

This is the most erratic energy policy in history. @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

We are at the beginning of an inflationary era. @TaviCosta

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Crescat Capital

@Crescat_Capital

3 years

For every dollar going into global equities about $0.05 goes into commodities. @TaviCosta

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Crescat Capital

@Crescat_Capital

1 year

In the 40’s, gold prices were pegged. That is not the case today. @TaviCosta Full @wealthion interview here👇

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Crescat Capital

@Crescat_Capital

4 years

“The generals are leading and the soldiers are not following” - @TaviCosta Tech bubble? We think so… The most recent of our Crescat Gets Activist on Gold:

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Crescat Capital

@Crescat_Capital

2 years

We couldn’t be more optimistic about mining stocks today. @TaviCosta

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Crescat Capital

@Crescat_Capital

2 years

$ELO.V intersects 172.43g/t Ag eq over 303.05m in Southern part of Santa Barbara target at Iska Iska silver-tin polymetallic project, Potosi department, Bolivia. @EloroResources

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Crescat Capital

@Crescat_Capital

4 years

Crescat’s Geologic & Technical Advisor, Quinton Hennigh, PhD, will be discussing Eloro’s recent drill results today at 3pm ET. $ELO.V $ELRRF Tune in live on VoiceAmerica’s Business Channel:

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Crescat Capital

@Crescat_Capital

2 months

Crescat June Research Letter “Connecting the Critical Nodes” 🗣️ Nvidia recently earned the most valuable company in the world status with an EV of $3.3 trillion, a record 11.7% of total US GDP at its recent peak on June 18, more than twice as high as Cisco’s achievement in

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