Lobo Tigre would welcome buying oil stocks opportunistically if a presidential tweet or other shock knocked oil prices down 30%, or if peace declarations caused oil to correct 40-60%, because the underlying structural constraints (underinvestment, infrastructure damage) would remain, setting up subsequent rallies.
normativepending
Speaker
Lobo TigreEvidence Quote
“if some presidential tweet knocks oil down 30%, I think that would be an opportunity. If the end of the war actually happens and and oil drops 60%, I you know, 50%, 40% I think that would be an absolute gift because all these other things are still in place.”
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
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