The David Lin Report, Released on 4/8/26
Todd Horwitz, Founder of BubbaTrading.com, discusses the Iran ceasefire, the oil reversal, and a wide range of warning signs flashing across stocks, credit, and the broader economy.
0:00 – Intro.
0:47 – Ceasefire, oil, stagflation
4:28 – Overbought assets
5:36 – Big selloff and positioning
9:00 – Midterms and markets
12:10 – Consumer and private credit weakness
15:09 – Gold, silver and the inflation hedge
18:21 – Dollar, the Fed, and rate cut realities
21:21 – Assets Bubba likes right now
25:52 – Consumer stress and bullish signals
Todd Horwitz — known as Bubba — is chief market strategist of BubbaTrading.com. He is a regular contributor on Fox, CNBC, BNN, Kitco, and Bloomberg. He also hosts his daily podcast ‘The Bubba Show.’ He is a 36-year member of the Chicago exchanges and was one of the original market makers in the SPX.
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