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Lobo Tiggre: Trump Economic Shock Is Here - These Are His Top Trades

Jun 4, 2025
Lobo Tiggre, a veteran investor and founder of The Independent Speculator, discusses his bold 2025 strategy focused on gold and uranium. He predicts a 'Trump Shock' era, driving a huge economic transformation towards industrialization. Tiggre argues these metals represent a 'win-win' this year, while offering insights into AI, energy demand, and the shifting landscape of uranium and copper. He shares wisdom on navigating the mining sector, emphasizing how to identify outperforming gold miners and his personal approach to investing.
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INSIGHT

Independence in Investment Research

  • Lobo Tiggre's newsletter operates on a strict subscription-only model without issuer payments.
  • He pays all his own expenses to maintain unbiased recommendations for his clients.
INSIGHT

Trump Shock: A Major Economic Shift

  • Lobo Tiggre sees Trump's economic plans as a massive shift akin to Nixon closing the gold window.
  • This 'Trump Shock' aims to reindustrialize the U.S. for national security, focusing on military-adjacent industries.
INSIGHT

Fed's Role Limited by Fiscal Policy

  • Lobo Tiggre believes Fed Chair Powell will be remembered more like Burns than Volcker.
  • He argues inflation control success may be due to fiscal policies and Trump Shock effects, not solely Fed action.
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