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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 September 14, 2024

The S&P had its best week of the year this week; last week, it had its worst week in 18 months. Do you want to…
Victor Adair
Victor Adair15 September 2024
The Trading Desk

Trading Desk Notes for September 7, 2024

The S&P fell over 4% this week, its worst weekly performance in 18 months The leading American stock indices fell every day this week, with…
Victor Adair
Victor Adair8 September 2024
The Trading Desk

Trading Desk Notes for August 31, 2024

The bloom is off the AI rose; capital rotates to other sectors Wednesday's NVDA quarterly report was strong overall but failed to meet investors' high…
Victor Adair
Victor Adair1 September 2024
The Trading Desk

Trading Desk Notes for August 24, 2024

Powell says the time has come to begin cutting interest rates Markets were expecting Powell to announce that it was "time" to start cutting rates…
Victor Adair
Victor Adair25 August 2024
The Trading Desk

Trading Desk Notes for August 10, 2024

Mean reversion was nasty on Monday, but mellowed by Friday The Nikkei plunged to a 10-month low on Monday, down ~28% from July's record highs…
Victor Adair
Victor Adair11 August 2024
The Trading Desk

Trading Desk Notes for August 3, 2024

With the NAZ down ~12% since the July 11 record highs, do we bounce or keep falling? The NAZ closed lower for four consecutive weeks…
Victor Adair
Victor Adair4 August 2024
The Trading Desk

Trading Desk Notes for July 27, 2024

Reversion to the mean continues across key markets Big-cap tech stocks fuelled a ~50% rally in the NAZ (~39% in the S&P) from October to…
Victor Adair
Victor Adair28 July 2024
The Trading Desk

Trading Desk Notes for July 20, 2024

Risk assets had a key turn date When several markets reverse course on or around the same date, I define that as a Key Turn…
Victor Adair
Victor Adair21 July 2024
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Categories

  • Uncategorised
  • The Trading Desk
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