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 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 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 Adair3 August 2025
The Trading Desk Trading Desk Notes for July 26, 2025 Markets are not expecting RISK! The leading global equity indices are at or near all-time highs. The S&P is up ~33% from the April lows,…Victor Adair27 July 2025
The Trading Desk Trading Desk Notes for July 19, 2025 The Trend Is Your Friend - summerweight edition! The S&P has rallied nearly 10X in the last 16 years. It is up ~3X from the…Victor Adair20 July 2025
The Trading Desk Trading Desk Notes for July 12, 2025 The bull market in risk assets continues Bitcoin reached new all-time highs this week, up ~60% from the April lows. Silver surged to a 14-year…Victor Adair13 July 2025
The Trading Desk Trading Desk Notes for July 5, 2025 The S&P, NAZ and TSE hit new record highs this week The S&P is up ~30% from the April lows (~7% YTD), the NAZ is…Victor Adair6 July 2025
The Trading Desk Trading Desk Notes for June 28, 2025 This year's S&P rally to new all-time highs, after dropping more than 20% in three months, was the quickest ever! The S&P has dropped by…Victor Adair28 June 2025