Tavi Costa

Tavi Costa

The Next Commodity Wave

When Gold Leads, Commodities Follow

Tavi Costa's avatar
Tavi Costa
Feb 25, 2026
∙ Paid

This may be one of the most important charts in the world right now.

Many investors try to disconnect gold from the broader commodity complex.

In reality, the opposite is often true.

Gold frequently leads moves across other resource markets.

I’m constantly thinking about what the next mover in the commodity space might be, especially as we’re seeing such a sharp advance in metals.

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