Mining stocks provide leverage to underlying metal commodities, and if the metals themselves reverse course, strong fundamentals and valuation will not prevent stocks from retreating alongside the metals—leverage works both ways.
causalpending
Speaker
Lobo TigreEvidence Quote
“if the metal itself goes into reverse, this wonderful fundamental, this undervaluation case is not going to prevent the stock from retreating with the metal. We all know they give us leverage to the underlying commodities.”
Source
Rick Rule and Lobo Tiggre: What We're Buying, Selling, and Watching as War Not Stopping— VRIC MediaCreated: 8/12/2026, 6:40:03 PM
My Notes
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