Top Resource Themes, Copper, Silver, Gold, Uranium and more - Lobo Tiggre
Resource investing expert Lobo Tiggre (Lobo Tigre) delivers his timely 2026 outlook on key commodities amid volatile markets. With gold hovering near $4,900–$5,000 per ounce and silver trading around $76–$78 per ounce following a sharp correction from recent highs, Lobo explains why he's sidelined on monetary metals right now—viewing them as "buy high and hope to sell higher" rather than classic buy-low opportunities—while warning of potential further consolidation or 2011-style pullbacks before the next leg up. He highlights selective opportunities in the oil patch as the top "buy low" theme, but spotlights structural supply constraints driving long-term bullishness on copper (currently $5.70–$5.80 per pound, fueled by AI, EVs, and electrification demand) and uranium ($88–$90 per pound), where he's waiting for the next dip to deploy more capital rather than chasing all-time highs. Emphasizing discipline, "buy low, sell high" strategy, and fiscal dominance tailwinds, this must-watch discussion offers actionable insights for precious metals, critical minerals, and resource stock investors navigating 2026's uncertainties.
🗓️ Recording date: February 18 , 2026
📖 Chapters
0:00 Intro
1:28 – Top buy-low theme: Oil (hated commodity)
3:15 – Sell high to fund the next buy low
4:53 – Selective oil opportunities; waiting for dips
5:29 – Sidelined on gold ($5K) & silver ($75–$80)
7:30 – Silver crash & resilient stocks
9:02 – Correction/consolidation, not blow-off top
11:25 – 2026 unwind: Commodities in a crash
14:03 – Bullish copper & uranium long-term
16:27 – Best ways to play copper (ETFs vs juniors)
19:10 – Uranium: Love it, but waiting for dip
22:05 – 2025 lessons: Discipline vs FOMO
26:01 – Gold/silver worst case: 2011 repeat?
29:43 – Follow Lobo: