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
The Trading Desk Trading Desk Notes for June 21, 2025 Market reaction to the Israel/Iran war has been muted Israel and Iran are at war, but you wouldn't know it from looking at this S&P…Victor Adair21 June 2025
The Trading Desk Trading Desk Notes for June 14, 2025 Israel attacked Iran - price action was subdued Nymex WTI futures spiked ~$10 on the news, to the highest prices since January, but closed the…Victor Adair14 June 2025
The Trading Desk Trading Desk Notes for June 7, 2025 Silver surges to a 13-year high Comex July silver futures reached a 13-year high of ~$36.50 this week, up ~10% for the week and ~30%…Victor Adair8 June 2025