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The Trading Desk Notes by Victor Adair
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The Trading Desk Notes by Victor Adair
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Trading Desk Notes for September 20, 2025

Keep dancing until the music stops The S&P 500 Index closed the week at 6664, a new record high, up 10X from the March 2009…
Victor Adair
Victor Adair21 September 2025
The Trading Desk

Trading Desk Notes for September 13, 2025

The highest conviction trade in the world The highest conviction trade in the world is that the Fed will cut short-term rates by 25 basis…
Victor Adair
Victor Adair14 September 2025
The Trading Desk

Trading Desk Notes for September 7, 2025

The summer doldrums are over - tensions and volatility surge, creating great trading opportunities! Gold is at record highs, in nominal and inflation-adjusted terms. Comex…
Victor Adair
Victor Adair8 September 2025
The Trading Desk

Trading Desk Notes for August 30, 2025

The times they are a-changin' August feels like the lull before the storm that strikes once we get past Labour Day. The meandering price action…
Victor Adair
Victor Adair31 August 2025
The Trading Desk

Trading Desk Notes for August 23, 2025

Powell was more dovish than expected at Jackson Hole Powell's speech on Friday morning was the most anticipated financial event of the week. Following the…
Victor Adair
Victor Adair23 August 2025
The Trading Desk

Trading Desk Notes for August 16, 2025

Quote of the week "Mood is now more important than earnings to the stock market." Alyosha, Market Vibes, on Substack. The bullish mood is driving…
Victor Adair
Victor Adair17 August 2025
The Trading Desk

Trading Desk Notes for August 9, 2025

Creative destruction: move fast and break things This week was short on scheduled market-moving economic data (setting aside the poorly bid bond auctions), but Trump…
Victor Adair
Victor Adair9 August 2025
The Trading Desk

Trading Desk Notes for August 2, 2025

The S&P closed at record highs last week, but fell to 1-month lows this week The September S&P futures closed at record highs last week,…
Victor Adair
Victor Adair3 August 2025
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Categories

  • Uncategorised
  • The Trading Desk
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