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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 February 17, 2025

Back in the saddle again An apology: I have been unable to post the Trading Desk Notes for the past two days due to a…
Victor Adair
Victor Adair18 February 2025
The Trading Desk

Trading Desk Notes for February 1, 2025

THIS IS NOT A DRILL It was a hectic week in the markets, but two events were especially significant: 1) The spot S&P traded to…
Victor Adair
Victor Adair2 February 2025
The Trading Desk

Trading Desk Notes for January 11, 2025

Rising bond yields are weighing on the stock market but have boosted the US dollar 30-year Treasury yields hit a 15-month high of 5% following…
Victor Adair
Victor Adair12 January 2025
The Trading Desk

Trading Desk Notes for January 4, 2025

Will the stock market's "Trump Bump" be sustained? The S&P sold off ahead of the November 5th election, rallied on election day (circle on the…
Victor Adair
Victor Adair5 January 2025
The Trading Desk

Trading Desk Notes for December 21, 2024

Animal Spirits experience an Icarus Moment as the adrenaline rush from Trump's election victory fades. The NAZ rallied ~28% from early August lows to this…
Victor Adair
Victor Adair22 December 2024
The Trading Desk

Trading Desk Notes for December 14, 2024

What would a turning point in Irrational Exuberance look like? Well, for a start: Some analysts say that retail is the most bullish ever. I…
Victor Adair
Victor Adair15 December 2024
The Trading Desk

Trading Desk Notes for December 7, 2024

Tech stocks led the indices higher this week. AAPL hit new record highs, up ~11% in a month and ~50% in eight months. TSLA had…
Victor Adair
Victor Adair8 December 2024
The Trading Desk

Trading Desk Notes for November 30, 2024

Trump shocks markets: he will hit Canada and Mexico with 25% tariffs on ALL exports On Monday afternoon, November 25, Trump announced that on his…
Victor Adair
Victor Adair1 December 2024
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Categories

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Recent Posts

  • The Trading Desk Notes for October 4, 2025
  • Trading Desk Notes for September 27, 2025
  • Trading Desk Notes for September 20, 2025
  • Trading Desk Notes for September 13, 2025
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Categories

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