Top Resource Themes, Copper, Silver, Gold, Uranium, Oil and more - Lobo Tiggre
February 19, 2026

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:

Join our Newsletter!

Sign up to our free monthly newsletter to recieve the latest on our interviews and articles.

By subscribing you agree to receive our newest articles and interviews and agree with our Privacy Policy.
You may unsubscribe at any time.