Hedgie's Market Edge - November 24, 2025

Hey everyone, Hedgie here.

What a week. Markets posted their worst performance since the tariff selloffs in April, with the S&P down 1.9% and Nasdaq dropping 2.7%. Bitcoin is having its worst month since the 2022 crypto collapse. And consumer sentiment is sitting near record lows while families earning six figures are painting rocks for Christmas gifts because they can't afford anything else.

Let me break down what's actually happening.

The AI Story Is Getting Harder to Believe

Nvidia beat earnings estimates and the stock still tanked. That almost never happens, only eight times since 1957 has a stock opened up big on earnings and closed red. The market is telling us something.