Nvidia was a bust. Not the company’s earnings and forecasts, those were stellar. Instead, it didn’t provide the buying boost everyone thought it would. Stocks lost ground. Bitcoin continues to get hammered, down by a third in roughly six weeks. What is going on here? The answer, or answers, are coming from the cockroaches. There’s more to the Blue Owl hedge fund story. Plus, Bitcoin is correlating with what we call the triple hooks.
Eurodollar University's Money & Macro Analysis
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CNBC Stocks tumble, Nasdaq closes 2% lower after stunning reversal in AI, Nvidia stocks
https://www.cnbc.com/2025/11/19/stock-market-today-live-updates.html
CNBC Blue Owl calls off merger of its two private credit funds after announcement rattles stock
https://www.cnbc.com/2025/11/19/blue-owl-calls-off-merger-of-its-two-private-credit-funds-after-announcement-rattles-stock-sources-say.html
Bloomberg Blue Owl Money Machine Sputters in Face of Private Credit Cracks
https://www.bloomberg.com/news/articles/2025-11-20/blue-owl-money-machine-sputters-in-face-of-private-credit-cracks
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
