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Gold: Safe Haven Under Attack Right NOW? l Todd Horwitz

Mar 4, 2026
Todd “Bubba” Horwitz, trader and Bubba Trading market commentator, walks through looming equity stress and bond warning signs. He covers why gold and silver are consolidating before another move, whether crude’s rally is a fear trade, rising yields and Fed policy failures, and how he would allocate $1 million in today’s volatile markets.
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INSIGHT

Equities Primed For A Major Correction

  • Equity markets are breaking down after months of sideways consolidation and look poised for a significant correction.
  • Todd "Bubba" Horwitz cites high PE/CAPE, stretched market vs M2, weak jobs and earnings as the structural reasons for a large sell-off.
INSIGHT

Metals Are Consolidating Not Collapsing

  • Precious metals are consolidating after a parabolic advance, not failing as safe havens.
  • Bubba expects gold to resume higher trends with targets like $6,000 for gold and $100+ for silver over time.
INSIGHT

Fed Cuts Primarily Help Banks Not Consumers

  • Bubba criticizes the Fed as prioritizing banks over consumers and argues lower fed funds mainly benefit banks, not everyday borrowers.
  • He asserts markets should set interest rates and that current policy obscures true market-driven rates.
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