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The Trading Desk Notes by Victor Adair
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The Trading Desk Notes by Victor Adair
The Trading Desk

Trading Desk Notes for December 20, 2025

Some brief comments and interesting charts ahead of Christmas week Stocks: S&P futures closed last Friday near their lows for the week, and the selling…
Victor Adair
Victor Adair21 December 2025
The Trading Desk

Trading Desk Notes for December 13, 2025

Brief notes today - lots of charts The S&P surged on Wednesday and Thursday after the not-so-hawkish (?) cut from the Fed, nearly making a…
Victor Adair
Victor Adair13 December 2025
Uncategorised

Trading Desk Notes for December 6, 2025

Run it hot The rally in risk assets is supported, in part, by ideas that governments around the world will "Run It Hot" (with stimulative…
Victor Adair
Victor Adair7 December 2025
The Trading Desk

Trading Desk Notes for November 29, 2025

Leading global stock indices bounced back this week following the recent "excessive optimism purge" The S&P reached record highs on October 9, but tumbled on…
Victor Adair
Victor Adair30 November 2025
The Trading Desk

Trading Desk Notes for November 22, 2025

Volatile price action in leading global stock indices At Friday's lows, the S&P was down ~6% from the October all-time highs, and the NAZ was…
Victor Adair
Victor Adair23 November 2025
The Trading Desk

Trading Desk Notes for November 15, 2025

Too much leverage? A couple of weeks ago, I wrote that "too much leverage is the market's Achilles heel." Google AI defines Achilles heel as:…
Victor Adair
Victor Adair16 November 2025
The Trading Desk

Trading Desk Notes for November 8, 2025

Quote of the week: "Hyperscaler cash flow can't cover the AI capex arms race." Mike Hartnett, Chief Investment Strategist, Bank of America The S&P and…
Victor Adair
Victor Adair9 November 2025
The Trading Desk

Trading Desk Notes for November 1, 2025

Sell the news? Leading global stock indices were at or near all-time highs this week, as Trump's Asian tour reduced trade tensions, the FOMC cut…
Victor Adair
Victor Adair2 November 2025
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Categories

  • Uncategorised
  • The Trading Desk
  • Trading Principles
  • The Trading Life
  • Good Old Stuff – Archive

Recent Posts

  • Trading Desk Notes for December 20, 2025
  • Trading Desk Notes for December 13, 2025
  • Trading Desk Notes for December 6, 2025
  • Trading Desk Notes for November 29, 2025
  • Home
  • About
  • Videos & Podcasts
  • Recommended
  • Contact
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Categories

  • Uncategorised
  • The Trading Desk
  • Trading Principles
  • The Trading Life
  • Good Old Stuff – Archive