Lobo Tiggre

Gold’s Next Move Could Shock Markets | Lobo Tiggre

• Top takeaway The guest argues wartime deficit spending and persistent inflation make gold structurally bullish over the mid-to-long-term, while near-term he is still waiting for a buy-low setup in the miners
• He says he is sitting on a large cash pile, has not bought back into gold or silver stocks, and calls sub-$3,000 gold the no-brainer price at which he would back up the truck, with sub-$4,000 starting to make the stocks tempting
• He highlights that, as of the September 2026 interview, China was still buying gold hand over fist at recent record monthly levels, citing it as solid forward-looking demand evidence
• He calls copper miners a long-term structural story on permitting delays, mine disruptions, and AI and EV demand, and says he already holds some copper-related equities
• When he re-engages with precious-metals stocks he plans to lean harder into silver than gold, citing industrial demand, silver's history of amplifying gold's moves, and that silver has not reached an inflation-adjusted all-time high

Tiggre warns bond markets could rebel against government attempts to control rates and bond prices, calling it 'bond vigilantes' discipline. Gold leads inflation rather than reacting to it, and the long-term chart shows gold's inverse relationship with dollar purchasing power since 1971. Tiggre holds a large cash position and has not bought gold or silver miners, waiting for a genuine 'buy-low' opportunity rather than chasing elevated prices. Tiggre remains highly bullish on copper due to structural supply constraints, noting permitting and mine construction take years even under expedited regimes. Silver benefits from both monetary and growing industrial demand, but Tiggre cautions most supply comes as a byproduct of copper, lead, and zinc mining.

Doug Already Bought It - Noble Plains Uranium (TSXV: NOBL | OTC: NBLXF)

• Top takeaway Tiggre's verdict: hitting a resource on the first try earns respect, but what was drilled is too small and too low grade to matter — an 'if, not when' story that needs a real discovery with standalone economics to excite him.
• He faults the pitch for leading with uranium macro to a professional audience instead of showing data quality, cross-sections, and drill density: 'sorry that it worked the first time does not prove that it's going to work the second time.'
• He flags dependence on a neighbor's plant as the known failure mode, recalling a project that had to rejig its whole plan after a UEC rug pull on exactly that premise.
• He doubts seismic helps here: in flat-lying layers it can confirm the right horizon over five kilometers but cannot tell you where to drill.
• On alignment he is satisfied: Zimmerman putting $50k of his own cash into every financing plus $25k in the open market is the answer he was looking for.

Noble Plains Uranium (TSXV: NOBL) buys historic Wyoming uranium ground and converts legacy drill data into compliant resources, skipping grassroots exploration risk. Flagship Duck Creek holds a maiden 6.36-million-pound uranium resource (83% indicated) beside Cameco's and Uranium Energy's Powder River Basin projects. In-situ recovery (ISR — leaching uranium with solution underground rather than mining it) underpins the plan; management wants 20-25 million pounds before a production decision. Ur Energy took a 6.2% stake and signed a processing LOI, so Shirley Central pounds could pipe into its brand-new adjacent ISR plant. The panel flags a 30-million warrant overhang, serial commodity pivots, and thin cash, yet most agree the nano-cap valuation already prices much of the risk.

Lobo Tiggre: Why There's Not A Single Gold Mining Stock I Would Buy Today

• Top takeaway Tiggre says he would not buy a single gold or silver stock at today's prices and is holding cash for a possible drop to $3,000 gold, the level at which he would simply buy.
• He sees gold's long-term value proposition as intact on de-dollarization and central bank buying, but as of the recording does not think the bottom is confirmed, since the correction is deeper than those of 1980 and 2011.
• He argues central bank gold buying is highly durable: the dollar remains the number one reserve currency, and he does not expect sovereign trust in the U.S. to return soon.
• He calls copper his highest-confidence call of recent years on vast structural supply constraints, and is willing to wait for a war-driven selloff to buy the stocks cheap.
• Uranium is his strongest current setup: spot has been flat at $85 while the long-term contract price has risen for a year, and he expects spot to snap upward and lift the stocks.

Lobo Tiggre argues gold's long-term case — central bank buying and de-dollarization — remains intact, but he does not consider the correction's bottom confirmed. He is holding cash for a potential fall to $3,000 gold — a deeper, 1980-style drawdown he calls his no-brainer buying level. Gold miners look cheap versus the metal, yet he is buying no gold or silver stocks today, expecting even proven names to get cheaper. Uranium is his top setup: the real long-term contract price keeps rising while spot lags, and spot historically snaps back upward. Copper's structural supply crunch keeps him bullish long term, but war-driven demand destruction could create the low buying opportunity he is patiently waiting for.

Gold & Silver Bloodbath: Lower Prices Ahead? | Tiggre & Innecco

• Top takeaway Tiggre says he sold his gold and silver mining stocks into the vertical run to book realized gains, and as of this June 2026 discussion he is a long-term bull sitting on cash, waiting for the next chance to buy low.
• He argues the market's flip from pricing Fed rate cuts to rate hikes may be a mistake — the anticipation of hikes has historically hurt gold more than the hikes themselves — and he wants cash ready if that mistake puts metals further on sale.
• His top near-term opportunity is oil: with the Strait of Hormuz back to roughly 40% of normal traffic and crude down from triple digits to below $70, he sees damaged infrastructure, demining and the need to refill strategic reserves as reasons the market has not yet over-corrected, and he is watching a shopping list without having bought.
• He notes the 2026 gold chart looks scarily similar to 1980 and 2011, keeps a base case of correction and consolidation followed by a bigger move higher, and would treat a roughly 50% drawdown to sub-$3,000 gold as a no-brainer buying opportunity.
• On other commodities, he favors uranium stocks most — saying it would take a Chernobyl-scale event to derail the thesis and he would buy more uranium if he had to put cash to work that week — while calling copper not especially cheap.

Tiggre booked realized gains while gold went vertical and holds cash, arguing selling into euphoria is discipline, not bearishness. Both guests read the washout as a correction inside a larger bull, though Tiggre admits the chart is starting to resemble 2011. Markets flipped from pricing rate cuts to hikes; if the hawkish-Fed narrative proves wrong, Tiggre sees metals weakness as opportunity. Innecco keeps 90 percent of metals exposure physical, treats bullion as savings rather than speculation, and adds on drawdowns. Tiggre's top trade now is oil: post-Strait repairs and reserve refills could shock prices higher, with uranium and tungsten next in line.

Gold & Silver Outlook: Hold Cash Now

Lobo Tiggre argues gold's long-term fundamentals are stronger than ever due to central bank buying and de-dollarization trends. A sharp correction in gold prices remains a significant risk, suggesting investors should hold cash to capitalize on future buying opportunities. Supply chain fragility for critical minerals is becoming a major long-term investment theme, though government support introduces new risks.

Uranium Moves Differently

Lobo Tiggre highlights uranium's unique position in the commodity complex, noting it responds to different macroeconomic forces than traditional precious metals. Uranium is driven primarily by energy demand and economic expansion, contrasting with gold which typically benefits from financial stress and market uncertainty. Investors can achieve diversified exposure by holding both gold and uranium, simultaneously hedging against financial crises and capitalizing on economic growth.

The Best Opportunity Right Now

Lobo Tiggre is exercising patience on copper, avoiding the temptation to chase prices higher after missing earlier buying opportunities. Uranium currently presents the strongest value opportunity for investors according to Tiggre's market analysis. Tiggre remains flexible and ready to shift capital back into copper, gold, or silver if better entry points emerge.

The Market Wants Higher Prices

Massive global deficit spending and fiscal dominance are fundamentally changing how financial markets react to news and data. Markets are demonstrating resilience to negative news while rallying sharply on minor positive headlines due to capital seeking yield. Investors should understand these macroeconomic dynamics when evaluating opportunities in commodities and broader market sectors.

Hold Cash Now: Expect A Major Consolidation Before The Next Big Move

Fiscal dominance is forcing capital into risk assets, driving markets higher despite inflation, supply chain stress, and geopolitical closures. Gold and silver should be viewed over long timeframes, but investors must not ignore the risk of a deeper correction before the next big move. Uranium stands apart due to energy security needs and its independent market cycle, making it a top commodity pick for 2026.

Oil, Gold, WAR - Markets Are WRONG | Lobo Tiggre

Geopolitical damage is already baked in, and markets are wrong to assume fading tensions signal reduced risk for energy and metals. Uranium may be the clearest long-term winner as nations increasingly scramble for energy independence following global conflicts. Contrarian investors can exploit market overreactions and volatility, with the next major move in gold and silver still higher.

Rick Rule and Lobo Tiggre: What We're Buying, Selling, and Watching as War Not Stopping

Rick Rule and Lobo Tiggre share their strategies for deploying capital in metals and mining during geopolitical turmoil, covering gold, silver, uranium, and energy. The experts caution investors against overreaction to war headlines, emphasizing rational analysis and disciplined capital allocation over fear-driven decisions. Discussion highlights specific opportunities in precious metals miners and identifies which asset classes remain underowned and present potential value.

Did Gold and Silver Go Too Far Too Fast | Lobo Tiggre

• Top takeaway Warns that gold and silver price action in the weeks before the post-Fed pullback was unsustainable - vertical charts, silver looking like 1979, and online hostility toward anyone questioning the rally - and says there is a very significant danger the market is now in a blow-off-top phase rather than a normal bull-market pause
• Is not buying gold or silver equities here, even on the pullback, because quality names are still way up; his shopping list right now is oil stocks, where he sees opportunities to actually buy low in a hated sector
• If forced to deploy more in the gold and silver space, would buy the majors with trailing stops, arguing household names attract the late money first and there may not be time for a rally to trickle down to mid-tiers and juniors before any reversal
• Holds an intact long-term bullish thesis - central-bank buying, hot-war geopolitics, institutional and family-office rotation back toward a historically normal ~2% gold allocation, and industrial tailwinds for silver - but expects a multi-year consolidation similar to 2020-2024 before the next leg higher
• Likes copper and uranium on supply-constrained demand cases but is waiting for lower entry points after their recent strength, and expects continued volatility and policy uncertainty out of Washington as the main market driver

Lobo frames the new Fed chair as a market overreaction -- policy direction was already priced in regardless of nominee. Gold and silver charts look vertical, but Lobo prefers consolidation over another leg up to set up a longer bull run. Producers built at sub-$2,000 gold still print cash after a 50% metal drop, yet equities typically oversell in corrections. Lobo is not buying gold or silver equities here; he favors oil stocks and would only add majors on a confirmed breakout. Copper and uranium offer compelling demand cases but their equities have held up well, so Lobo waits for lower entries.