Source: Michael Campbell Money Talks | Date: January 17, 2026

Lobo Tiggre: How To Invest When Markets Turn Against You

Key Takeaways

Volatility as opportunity: Nothing goes straight up - expect significant volatility in 2026 after huge 2025 moves, accumulate cash to buy quality assets when they go "on sale for the wrong reasons"
Buy low, sell high principle: Avoid chasing parabolic moves in gold/silver; look for hated sectors like oil where bargains may emerge
Risk management strategy: Use "upside maximizer" trailing stops to lock in profits and go risk-free by taking initial investment off the table
Due diligence matters: Stock selection within sectors is crucial - need both supply constraints and compelling value propositions, not just cheap prices
Pre-production sweet spot: Companies transitioning from construction to production historically double on average, regardless of market conditions

Expects high volatility in 2026 following large 2025 moves
Gold/silver bull market likely has further to go based on fundamentals (money printing, central bank buying, rearmament spending), but currently not buying at these levels
Oil sector is most hated and where opportunities may emerge, though not convinced it has bottomed yet
Uranium long-term contract prices continue rising despite spot price volatility

Gold/Silver: Currently parabolic, not buying stocks but continues saving in physical bullion
Oil sector: Most hated area with potential opportunities, but waiting for bottom confirmation
Uranium: Real market (long-term contracts) still strong despite spot price volatility; offers selective bargains
Copper: Hit all-time highs, producers fully valued but opportunities in developers/advanced assets
Lithium: Avoided due to oversupply issues despite being hated

"There's always a bear market somewhere. That's where the opportunity is to buy low, sell high."
"Volatility can be your very best friend. And after the huge moves we saw in 2025, it's if not a guarantee, it is certainly the most likely thing that we will see a lot of volatility in 26."

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