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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 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
The Trading Desk

Trading Desk Notes for October 25, 2025

Gold prices corrected this week after closing higher for nine consecutive weeks, with prices up over $1,000 (~31%) from the August lows. Gold rallied above…
Victor Adair
Victor Adair26 October 2025
The Trading Desk

Trading Desk Notes for October 11, 2025

Leading global equity indices (and other risk assets) tumble on a sharp rise in US/China trade tensions China's announcement of comprehensive restrictions on rare earth…
Victor Adair
Victor Adair11 October 2025
The Trading Desk

The Trading Desk Notes for October 4, 2025

Leading global stock indices surge to record highs The S&P has rallied ~40% from its April lows, up ~13.5% YTD. The S&P is up ~5.5%…
Victor Adair
Victor Adair5 October 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 November 29, 2025
  • Trading Desk Notes for November 22, 2025
  • Trading Desk Notes for November 15, 2025
  • Trading Desk Notes for November 8, 2025
  • Home
  • About
  • Videos & Podcasts
  • Recommended
  • Contact
  • Subscribe

Categories

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