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Lobo Tiggre
The Independent Speculator
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Sold the bulk of his gold/silver STOCKS on his across-the-board trigger system after the January peak (~$1,300 above current); still holds all bullion; 'less high is not low, lower is not low'; gold ~$4,000 'not really low'
“the fact is, I'm about 80% in cash.”
Gold since this was said: ▲ +6.6% · 4,044 → 4,310 · as of 2026-08-05
Restates the base case on fresh tape; 2020's consolidation at $2,000 lasted three years; 2011/1980 chart similarities 'imprudent to ignore'; a 50-60% drawdown from the 5,600 peak = sub-3,000 is his unconditional buy
“My base case right now is actually a period of correction and consolidation and the next big move will be higher. That is my expectation. Not my prediction.”
Gold since this was said: ▲ +6.6% · 4,044 → 4,310 · as of 2026-08-05
Very bullish copper long-term (structural deficits) but $6 is not low; to the degree copper pricing is AI-narrative-driven (data centers), a reversal is his buying opportunity
“if the AI story goes into reverse”
Nasdaq since this was said: ▲ +0.7% · 26,269 → 26,456 · as of 2026-08-05
Near-term: futures 'telling us the war is over'; the Hormuz tracker says closed yet 57 transponder-on ships in transit; the post-reopening surge hits refineries next week; midterm incentive for lower prices
“I do have a very bullish thesis on oil sort of medium to long term.”
WTI crude since this was said: ▼ -6.2% · 79.60 → 74.66 · as of 2026-08-05
Spot ~$85 has sat below the long-term contract price for months, which he calls the real price; would buy a dip 'this week' if he had no uranium; four advanced reactors brought online by Jul 4
“there's potential for a snap move up in spot”
Rejects the bear label; held all physical bullion through the correction
“My base case is still that the next big move is likely to be upwards. But that involves the correction and consolidation first. Which means I'm not in any hurry to buy.”
Gold since this was said: ▲ +5.0% · 4,104 → 4,310 · as of 2026-08-05
His 'stupid cheap' unconditional buy level; explicitly not a prediction that it gets there
“So if gold were to drop 50%, which would be sub 3000, high 2000s, then I think it just becomes a buy no matter what.”
Gold since this was said: ▲ +5.0% · 4,104 → 4,310 · as of 2026-08-05
Now his most bullish near-term call, ranked above uranium
“But if we're talking second half of 2026, I think we see oil come higher, significantly higher from where we are now.”
WTI crude since this was said: ▲ +4.6% · 71.41 → 74.66 · as of 2026-08-05
Spot below long-term contract price for months, he notes
“So I think spot has another snapback coming, which would be upward, and that will be good for the stock. So I have high confidence in that, but it's not necessarily a huge move.”
Position disclosed on tape
“So yeah, I like uranium. I'm very bullish still on that thesis. It's just not super cheap and I own a bunch already. Most of my portfolio right now is uranium stocks.”
On reading the Warsh Fed's tone as hard data
“so far, there's no actual evidence that the Fed is gonna be hawkish. We know that Trump didn't wanna put a hawk in there. All we have is words.”
Would buy an AI-unwind-driven copper selloff with cash raised earlier this year
“my outlook on copper is very long term.”
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