Ep100: First Breath of December - December 1st, 2025

Tonight’s episode of The Gentle Ledger leads you gently through a cautious start to the new month, as the Dow, S&P 500, Nasdaq, and Russell 2000 all slipped following renewed concerns about global growth and rising bond yields. We explore Synopsys’ strong surge on its expanded $2 billion AI partnership with Nvidia, Moderna’s sharp drop, and the broader rotation away from high-volatility names. Across Asia and Europe, markets echoed the U.S. downturn, mirroring the day’s fragile sentiment. Treasury yields edged higher, gold found quiet support, and oil held steady while crypto faced significant pressure — with Bitcoin falling under $86,000. The episode closes with a reflective look at what this early-December pullback may signal for the weeks ahead. Settle in, breathe deeply, and let the markets unwind alongside you.