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Morning Musings- Thoughts from Dauber Island

Views from the Island. Daily markets note with my thoughts about the markets, the general state of play, and....stuff. Long-suffering Jets, Mets, and Knicks fan.

Newsletter · By phil dauber · Official site

Indexed issues, last 90 days
20
Latest publication
Sep 24, 2026
Audience
Checking…
Earliest in this view
Sep 1, 2026

Latest issues

  1. Issue · Sep 24, 2026

    I Know Nothing (opens the original)

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    <img alt="" class="sizing-normal" height="296" src="https://substackcdn.com/image/fetch/$s_!Z_qk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F69ebec38-c6a2-4fe6-a23f-6760b5634445_571x296.png" w

  2. Issue · Sep 23, 2026

    Reality Check (opens the original)

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    <img alt="" class="sizing-normal" height="646" src="https://substackcdn.com/image/fetch/$s_!5ter!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F67e68109-ba85-4479-9fe1-5db3b62289cb_491x646.png" w

  3. Issue · Sep 22, 2026

    Surf’s Up, Dude (opens the original)

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    <img alt="" class="sizing-normal" height="411" src="https://substackcdn.com/image/fetch/$s_!vvVv!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c5527ba-14a8-4514-a661-553a7df5d606_598x411.png" w

  4. Issue · Sep 18, 2026

    More Is Not Always Better (opens the original)

    Excerpt · Critical tone

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    <img alt="" class="sizing-normal" height="580" src="https://substackcdn.com/image/fetch/$s_!xTul!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe99c3538-0c8b-4f34-b30b-7f4d74d38967_501x580.png" w

  5. Issue · Sep 17, 2026

    midday brief (opens the original)

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    TL;DRSell the index print and keep the short financials position. The S&P 500 at 7,633.62 is up 1.08 percent and the Nasdaq Composite at 26,389.34 up 1.58 percent, while eight of 11 equal weighted sector averages sit negative on the day and both the Dow and the Russell 2000 trade below their own 50 day averages. The curve repeated the 10:30 shape and we… Read more

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