Investors / stance tracking
What Lobo Tiggre is saying
Founder & Editor, IndependentSpeculator.com
16 dated public stances tracked since 2024-09-03, most recently 2026-08-05. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Lobo Tiggre's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Lobo Tiggre is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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16
tracked stances
6
themes
1
side flips
2026-08-05
last heard
Returns 90d +6.8% (n=21) · 180d +21.4% (n=21) · 1y +59.6% (n=21)
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
View flips
Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.
COPPER — bullish2024-12-04 → bearish2026-08-05
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| URANIUM | 5 | 4 bullish / 1 neutral | 2026-08-05 | |
| GOLD | 4 | 4 bullish | 2025-06-04 | |
| COPPER | 2 | 1 bullish / 1 bearish | 2026-08-05 | |
| Gold Miners | 2 | 2 bullish | 2025-06-04 | |
| PRE-PRODUCTION SWEET SPOT JUNIOR MINERS | 1 | 1 bullish | 2025-06-04 | |
| SILVER | 1 | 1 bullish | 2025-06-04 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-08-05
URANIUM
neutral
Wealthion · video
Uranium at $85–95 is still roughly 5x its lows of ~$18 a few years ago and does not meet the buy-low discipline even after retreating from recent peaks
“compared to 18 bucks a few years ago, no, that's not buy low”
Gold's Bull Market Isn't Over, But Don't Buy Yet
2026-08-05
COPPER
bearish
Wealthion · video
Copper is still trading above $6 near all-time nominal highs and has not corrected enough to represent a buy-low entry regardless of commodity supercycle narrative
“we're still over six bucks. No.”
Gold's Bull Market Isn't Over, But Don't Buy Yet
2025-06-04
Gold Miners
bullish
Wealthion · video
Operationally excellent gold miners delivered 2-3x returns even in 2024 when GDX merely tracked gold, proving that stock selection rather than the ETF captures the leverage to gold prices; margin expansion at current $3,300 gold vs. $1,200-1,700 reserve…
“the better companies did great — 2x, 3x — and we're seeing that now”
90d +21.8% · 180d +55.6% · 1y +63.5%
Lobo Tiggre: Trump Economic Shock Is Here - These Are His Top Trades
2025-06-04
PRE-PRODUCTION SWEET SPOT JUNIOR MINERS
bullish
Wealthion · video
Junior miners from construction-decision to first production have historically averaged ~100% gains over ~2 years, with 90%+ completion rates, and still average 25-30% even in bear markets, because the re-rating from cash-burning to cash-generating deserves a…
“you go from burning money to making money — of course there's a re-rate”
Lobo Tiggre: Trump Economic Shock Is Here - These Are His Top Trades
2025-06-04
GOLD
bullish
Wealthion · video
Dollar debasement tracked by >90% correlation to M2 growth, fiscal dominance thesis (perpetual multi-trillion deficits force monetization), and Trump shock reindustrialization all pressure fiat and support gold as monetary store of value
“you debase your paper currency and anything real like gold is going to go the other direction”
90d +4.7% · 180d +25.4% · 1y +32.3%
Lobo Tiggre: Trump Economic Shock Is Here - These Are His Top Trades
2025-06-04
URANIUM
bullish
Wealthion · video
AI data centers require 24/7 baseload power that intermittent renewables cannot supply, driving corporate nuclear offtake; existing reactor fleet already needs more uranium; SMRs add incremental demand on top; supply response (mothballed mines, new builds)…
“uranium will go nuts... uranium stocks should go through the roof”
90d +22.8% · 180d +33.6% · 1y +59.3%
Lobo Tiggre: Trump Economic Shock Is Here - These Are His Top Trades
2025-06-04
SILVER
bullish
Wealthion · video
Bullish long-term as a monetary metal benefiting from the same debasement forces as gold, but near-term caution because silver's enlarged industrial component causes it to track copper during risk-off episodes, creating pressure while Trump shock persists
“ultimately I'm bullish on all four”
90d +18.5% · 180d +67.6% · 1y +113.7%
Lobo Tiggre: Trump Economic Shock Is Here - These Are His Top Trades
2025-06-04
long GOLD / long URANIUM
hedge
Wealthion · video
Gold and uranium form a win-win portfolio hedge: gold captures safe-haven demand if Trump shock causes economic deterioration, while uranium surges if deregulation and tax cuts produce an economic boom and energy demand accelerates — the two scenarios are…
“I don't see a scenario where uranium and gold go down”
90d +13.8% · 180d +29.5% · 1y +45.8%
Lobo Tiggre: Trump Economic Shock Is Here - These Are His Top Trades
2024-12-24
GOLD
bullish
Wealthion · video
Recession onset, Fed rate cuts, and renewed money-printing/fiscal stimulus are the conditions Tiggre called as bullish for gold at the start of 2024, and those catalysts are now playing out from a higher base (~$2,500), with mainstream investors still…
“all the reasons that I was bullish for gold...are starting to happen...a modest 20% gain pulls us close to $3,000”
90d +14.8% · 180d +28.8% · 1y +70.6%
Wealthion’s Best Of 2024: Lobo Tiggre
2024-12-24
URANIUM
bullish
Wealthion · video
Kazatomprom is producing materially less uranium than originally guided (5% increase vs. planned 10%, and now petitioning to lower permitted targets), while global demand accelerates via nuclear restarts and China's 21 newly announced reactors, making the…
“the supply and demand scenario couldn't be better and it's only skewing towards the upside”
90d -7.1% · 180d +37.3% · 1y +70.3%
Wealthion’s Best Of 2024: Lobo Tiggre
2024-12-04
COPPER
bullish
Wealthion · video
Trump's inflationary agenda combined with no voluntary supply restraint (unlike oil or uranium) sets up copper for a potential 50%+ move in a supply crunch environment, making it the highest-conviction trade for 2025
“in the same way uranium was in 23, Gold was in 24, my highest conviction trade for 25 is copper”
90d +8.8% · 180d +16.0% · 1y +25.4%
Lobo Tiggre: 2025’s Winning Trades from Potential Chaos
2024-09-07
GOLD
bullish
Wealthion · video
Recession onset, imminent rate cuts, and potential fiscal stimulus/money printing are catalysts that have not yet been priced in — gold was already at $2,500 before these triggers materialized, leaving room toward $3,000
“the things that I think are bullish for gold are starting to happen”
90d +4.9% · 180d +15.8% · 1y +44.6%
Weekly Recap: Recession vs. Bullishness? A Weaker Dollar? & Build To Rent
2024-09-07
URANIUM
bullish
Wealthion · video
Kazatomprom's production increases are coming in far below original guidance and the company is petitioning to lower its permitted targets, while nuclear demand is accelerating (China adding 21 reactors) and uranium is recession-resistant base-load energy —…
“the writing on the wall here is great and for anybody that missed uranium doubling last year this correction is a terrific buying opportunity”
90d +34.8% · 180d +5.5% · 1y +80.8%
Weekly Recap: Recession vs. Bullishness? A Weaker Dollar? & Build To Rent
2024-09-07
Gold Miners
bullish
Wealthion · video
Gold at nominal all-time highs yet gold stocks remain deeply out of favor with both gold bugs and mainstream investors, creating a valuation disconnect between the metal and the miners
“there's been this really enduring negativity about gold stocks even though we've had nominal all-time high after all-time high”
90d +0.2% · 180d +13.8% · 1y +85.1%
Weekly Recap: Recession vs. Bullishness? A Weaker Dollar? & Build To Rent
2024-09-03
GOLD
bullish
Wealthion · video
Recession, imminent rate cuts, and likely renewed fiscal stimulus/money printing are bullish catalysts that have not yet been priced in despite gold already at nominal all-time highs, with mainstream investors still skeptical and under-allocated, leaving…
“gold can easily go up 50%... all the reasons I was bullish for gold we're seeing that play out now”
90d +5.7% · 180d +15.8% · 1y +42.5%
Lobo Tiggre: Recession Is Here – Why Gold & Uranium Are Your Best Bets
2024-09-03
URANIUM
bullish
Wealthion · video
Kazatomprom is producing well below its original guidance and is now lowering permitted targets due to sulfuric acid shortages and construction delays, while global demand surges (China adding 150 reactors by 2035), creating a multi-year supply gap with no…
“we're going to see sustained high uranium prices”
90d +31.7% · 180d -0.4% · 1y +75.2%
Lobo Tiggre: Recession Is Here – Why Gold & Uranium Are Your Best Bets
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