In a recent interview with Daniela Cambone on ITM Trading, Tavi Costa, macro strategist at Crescat Capital, predicted that a significant shift is on the horizon in the next six to nine months. According to Costa, the equity markets are likely to experience the economic repercussions of the rising cost of capital, which will ultimately impact the valuation of companies. Costa emphasizes that we are headed towards a world where investors will once again focus on profitability. He stresses that ‘Ultimately, I would say that we’re going back to a world where investors pay closer attention to profitability.’ This shift…
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