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Not Just Gold: Why ALL Commodities Are Moving Together | Lobo Tiggre

Jan 8, 2026
Lobo Tiggre, publisher of the Independent Speculator newsletter and expert on commodities, shares insights on the recent silver and copper breakout, suggesting it indicates an early-stage commodity supercycle. He elaborates on the significance of ‘Doctor Copper’ as an inflation signal and discusses how recent monetary policies resemble QE without the name. Tiggre emphasizes the importance of careful profit-taking strategies and highlights potential supply bottlenecks in the mining sector, making the future landscape intriguing for investors.
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INSIGHT

Modern Policy Is QE In Disguise

  • Recent central bank actions resemble QE in mechanism even if labeled differently.
  • Lobo calls current policies 'QE by another name' and warns they are inflationary.
INSIGHT

Supply Disruptions Drive Copper

  • Copper's recent strength partly reflects significant supply disruptions at large mines.
  • Idiosyncratic supply shocks can push prices higher even absent broad demand strength.
INSIGHT

China Silver Story Is Overstated

  • China's silver export licensing raised headlines but hasn't clearly tightened supply yet.
  • The China story helped narrative momentum, but may be 'a difference that is no difference' so far.
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