Inflation Warning: Prices May Soar 50%, Fed ‘Completely Inadequate’ | Lobo Tiggre

Summary

Lobo Tiggre argues Wall Street is complacent about the unfinished inflationary and economic impact of Trump's tariff policies. He expects stagflation pressure, a Fed likely to prioritize the labor market over the dollar, and a policy tilt toward reflation. He favors real assets, especially gold, silver, and uranium, while treating copper as long-term bullish but near-term vulnerable and warning that broad US equities face unpriced tariff-shock risk.

• Lobo warns tariff-driven price pressure and weak labor data point to stagflation, with knock-on effects still ahead.
• He sees the Fed's tools as inadequate for stagflation and expects easier money and dollar debasement.
• Gold is favored because central-bank buying and inflationary policy create a high floor; he would buy at current levels.
• Gold miners are attractive because mine economics still work even after a sharp gold-price correction.
• Silver is seen as having more upside than gold, though its industrial demand is a near-term risk.
• Copper is long-term attractive but near-term vulnerable; he is holding cash for better entry points.
• Uranium is his top current priority, with nuclear demand rising and supply still constrained.
• US-sourced uranium producers get an extra policy-driven advantage, while broad US equities remain risky.