Lobo Tiggre

Nuclear energy is a paradigm-shift necessary for energy security after repeated wake-up calls like the Middle East war; uranium supply is struggling to ramp up with restarts delayed and costs rising, while demand grows, giving high confidence in higher uranium prices. He recommends buying the best uranium stocks now if not already owned.

"if there's fear of recession that copper will take it on the chin" and "to put copper on sale and copper stocks even more on sale and I would buy that dip". Recession fears triggered by war and its economic knock-on effects (e.g., higher oil prices, trade disruptions) could lead to a short-term sell-off in copper prices and mining stocks. However, the speaker believes central banks will deploy stimulus to avert a recession, making any dip a temporary discount. Copper demand remains underpinned by long-term inflationary trends and rebuilding needs. LONG on dips because the expected sell-off is transient, and copper fundamentals are strong due to structural demand and monetary support. An actual recession occurs despite interventions, reducing industrial demand for copper, or supply chains recover faster than expected, capping price gains.

"I don't just mean oil shock, though obviously that's a factor... They've closed a straight of Hormuz." The Strait of Hormuz is one of the world's most critical chokepoints for global oil transit. Its closure directly restricts physical supply to the global market. As long as rockets are being fired at ships and the strait remains impassable, the physical shortage will drive up the underlying price of crude oil. LONG USO to capture the upside of energy supply shocks caused by Middle Eastern conflict. Geopolitical de-escalation or a single tweet signaling a ceasefire can cause violent, immediate downside reversals in oil prices.

Oil is set for a significant rebound in the second half of 2026, driven by supply dynamics and a 'higher for longer' price environment. The speaker is more bullish on oil's upside than on uranium near term, even though he sees near-term downside risk and is not yet buying aggressively.

"I'm very bullish on gold and silver in particular... anything that governments can't print or lend into existence gets a tailwind here." War is highly inflationary due to the constant need to replace destroyed materials and munitions. Combined with BRICS nations moving their financial lifeblood away from New York and central banks continuing to buy, fiat currencies will face sustained pressure. This creates a structural, long-term tailwind for monetary metals that cannot be inflated away by central banks. LONG GLD and SLV as core safe-haven assets to protect against geopolitical inflation and fiat debasement. Short-term volatility driven by Fed rate hike fears or algorithmic trading based on geopolitical headlines could cause temporary, sharp drawdowns.

"I'm very bullish on gold and silver in particular... anything that governments can't print or lend into existence gets a tailwind here." War is highly inflationary due to the constant need to replace destroyed materials and munitions. Combined with BRICS nations moving their financial lifeblood away from New York and central banks continuing to buy, fiat currencies will face sustained pressure. This creates a structural, long-term tailwind for monetary metals that cannot be inflated away by central banks. LONG GLD and SLV as core safe-haven assets to protect against geopolitical inflation and fiat debasement. Short-term volatility driven by Fed rate hike fears or algorithmic trading based on geopolitical headlines could cause temporary, sharp drawdowns.