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Otavio (Tavi) Costa
Otavio (Tavi) Costa28 Agu 2025
Foreign central banks now officially hold more gold than US Treasuries — for the first time since 1996.   Let that sink in.   If you think this buying streak is ending, just look at what happened in the 1970s.   This is likely the beginning of one of the most significant global rebalancings we've experienced in recent history, in my view.
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