MARKET MUSING · ARCHIVE 410 POSTS · 2023-01-16 – 2026-07-28

Every brief, dated and searchable. Recent posts open. Full history for institutional clients.

A running record, not a highlight reel — the calls that worked and the ones that didn't, all dated and unedited.

410 total posts · 310 originally free · 100 originally paid · showing 26 most recent open
I've Got My Eye on....
Does Anybody Get That?
It's Always Improved in the Retelling
Sometimes it pays to be Avergae
Nobody Sold
How You Like Them Apples?
Nobody's Promise
They Took The Skin Off And The Structure Was Cracked
Paid Not to Notice
Red Sun at... Night?
Oh Canada!!
That Dog Don't Hunt
The Last Free Price
Nobody Bid the Gold
Standing Room Only
Mad Men
Forget It, Jake
Enough is Enough
Pay That Man His Money
And So Ends Day 1 of the Back Nine
Guardrails? We don't need no stinkin' guardrails!
And here's to you Mrs. Robinson
What's New?
The Outsiders
The Reflecting Pool
Truth or Consequences

The rest of the archive is for institutional clients.

Everything older than the most recent 26 posts — titled, dated, and searchable below as a preview of what institutional access unlocks. This is the diligence trail, not a highlight reel: calls that worked and calls that didn't, unedited.

On the one hand...
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Chickens WILL Come Home to Roost
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This Is Making my Brain Hurt — morning musings 6.22.26- views from dauber island
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Prove It! — morning musings 6.20.26- views from dauber island
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Danger Will Robinson — morning musings 6.18.26- views from dauber island
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The Quarry Hole — morning musings 6.17.26- views from dauber island
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"What, Me Worry?" Market — morning musings 6.16.26- views from dauber island
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Cui Bono? — morning musings 6.15.26- views from dauber island
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GET READY FOR THE PARADE — sunday evening musings 6.14.26
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Theater of the Absurd — morning musings 6.12.26
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Midday snapshot — Midday Market Update 6.11.26
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Ya Gotta Believe! — morning musings 6.11.26 views from the island
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Well, that was interesting... — end of day snapshot from the island
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The Flesh Eating Screwworm Is Back In America. — Morning Musings 6.10.26 - views from dauber island
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Quick look in the rear-view mirror — what happened today 6.9.26
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Surf's Up, Dude! — Morning Musings 6.9.26- Views from Dauber Island
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Is 'Buy The Dip' still the appropriate strategy? — Weekend musings 6.7.26- views from Dauber island
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Pretty, pretty, pretty good.... — morning musings 6.2.26- Views from the Island
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Change is in the Air — monday musings 6.1.26- views from dauber island
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FOMO ROOOLS — morning musings 5.29.26
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Another Day, Another Episode of Deal or No Deal — morning musings 5.28.26
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This Never Ends Well — Morning Musings 5.27.26- views from the island
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Schrodinger Lives! — morning musings 5.26.26
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We Remember those who lost their Lives in our Defense — memorial day morning musings 5.25.26- views from the rain-sodden island
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Neverrrr Mindddd Markets — morning musings 5.21.26
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HOW BOUT THOSE KNICKS!? — morning musings 5.20.26- views from the island
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"At long last, have you left no sense of decency?" — morning musings 5.19.26- views from dauber island
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Bad Fish on a Dashboard — morning musings 5.18.26- views from the island
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Beware the Ides of May — morning musings 5.15.26
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Rudy... Rudy.... — Morning musings 5.14.26
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Feeling hot, hot hot — morning musings 5.13.26-views from the island
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'I'm not listening to you..' — Morning Musings 5.12.26- views from the Island
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Will all the King's Horses and Men be enough? — Morning Musings 5.11.26- views from the island
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9 to go — Mother's Day Musing 5.9.26- views from dauber island
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Call me Old-Fashioned... — morning musings 5.7.26
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Let me get this Strait.... — morning musings 5.6.26- views from dauber island
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Apres Moi, le Deluge. — morning musings 5.5.26- views from dauber island
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The Upside Down — Morning Musings 5.1.26- views from the island
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Limbo — morning musings 4.29.26- views from dauber island
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Just a Flesh Wound — Morning Musings 4.28.26
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Monday Fun Day — morning musings 4.27.26- views from the island
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'I am not a crook!' — morning Musings 4.24.26
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ALL IN THE FAMILY — Morning Musings 4.23.26: views from the island
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Family Matters — morning musings 4.22.26
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Suspended Reality — morning musings 4.21.26
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Shroedinger's Strait — Morning Musings 4.20.26
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Dunning, meet Kruger — Morning Musings 4.17.26- views from the island
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And so it goes... — morning musings 4.16.26
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Happy Tax Day!! — morning musings 4.15.26 - views from the island
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The Never-Ending Story — Morning Musings 4.14.26
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Stay Tuned — Morning Musings 4.13.26
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And the Beat Goes On..... — Weekend musings 4.12.26
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Ad Absurdum, Ad Nauseum — morning musings 4.10.26
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Weekend geopolitical notes — morning musings 4.9.26
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And now for Something Completely Different.. — morning musings 4.7.26
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YOU'RE LIVING IN YOUR OWN PRIVATE IDAHO — morning musings 4.6.26- views from dauber island
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Now the fun part starts. — Morning Musings 4.3.26
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Suck it up, buttercup — morning musings 4.2.26
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Now What?? — morning musings 4.1.26- views from dauber island
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Between Iraq and a Hard Place — morning musings 3.31.26
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Mission Accomplished or Mission Creep? — morning musings 3.30.26
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Mirror, Mirror on the Wall — Morning Musings 3.27.26
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This is exhausting — Morning Musings 3.26.25
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You do the Hokey Pokey and....... — Morning Musings 3.25.26- views from dauber island
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Morning Musings 3.24.26 — view from dauber island
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These are not the SPvs you are looking for — morning musings 3.20.26
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If I had a Hammer — Morning musings 3.19.25- views from the island
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Schroedinger's War — Morning Musings 3.18.26- views from the island
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The Whispers warned us... — Morning Musings 3.17.26- views from the island
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Tommy Norris Told Us — morning musings 3.16.26
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Wait, What?? — Musings as we begin another week, 3.15.26
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Quagmire — weekend musings 3.14.26
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Three Body Problem — morning musings 3.12.26
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Roberto Duran Lives!! — morning musings 3.11.26- views from the island
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Unintended Consequences — morning musings 3.9.26- views from dauber island
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Yogi was right — Morning Musings 3.8.26
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Where have all the tankers gone? — Midday Musings 3.6.26
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WTAF — morning musings 3.4.26- Views from dauber island
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The Drapes of Wrath (h/t PK) — morning musings 3.3.26 - views from the island
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There are always more cockroaches — morning musings 3.2.26- views from the island
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WAR...WHAT IS IT GOOD FOR? — geopolitical musings 2.28.26
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Does AI get FOMO? — morning musings 2.26.26- views from the island
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53 degrees on Saturday! — Morning Musings 2.25.26- views from dauber island
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I'm sorry, I can't do that Dave — morning musings 2.24.26..views from the island
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Let it snow, let it snow, let it snow — morning musings 2.23.25
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Year of the Fire Horse — morning musings 2.19.26
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Bomb,Bomb,Bomb..... — morning musings 2.17.26- views from the island
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Life imitates Art — Morning Musings 2.17.26 views from the island
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Who is in charge here? — Monday musings 2.1626
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Maid of the Mist Markets — morning Musings 2.13.26- views from the island
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Plus ca change — Morning Musings 2.12.26
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Oil and Water.. — Midday Musings 2.11.26
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Everybody roh-taate... — Morning musings 2.10.26
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$10 million doesnt buy you what it used. — Morning Musings 2.9.26
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'I ran, I ran so far away...' — Morning Musings 2.8.26 views from the glacier-covered island
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Time to Re-arrange the Deck Chairs? — Morning Musings 2.6.26- views from dauber island
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Morning Musings 2.5.26 — An Introduction to 'dauber island'
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Midweek Madness Musings — 2.4.26
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Midday Musings 2.3.26 — watching the ice floes near the island
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Morning Musings 2.3.26 — views from the island
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Morning Musings 2.2.26 — views from the island
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Pre-week Musings 2.1.26 — views from the Island
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Morning Musings 1.31.26 — views from dauber island
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Morning Musings 1.30.26 — Views from dauber island
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Morning Musings 1.29.26 — views from the tundra
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Morning Musings 1.28.26 — views from the island
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Morning Musings 1.27.26 — views from a frozen dauber island
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Morning Musings 1.26.26 — views from dauber island
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Morning Musings 1.23.26 — views from dauber island
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Morning Musings 1.21.26 — views from dauber island
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Morning Musings 1.20.26 — views from dauber island
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Weekend Musings 1.18.26 — views from snowy dauber island
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Mornng Musings 1.16.26 — views from a frigid dauber island
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Morning Musings 1.15.26 — Views from dauber island
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Morning Musings 1.14.26 — views from dauber island
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Morning Musings 1.12.26 — views from the island
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Weekend Geopolitical Musings 1.11.26 — Views from dauber island
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Morning Musings 1.9.26 — views from dauber island
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Morning Musings 1.7.26 — views from dauber island
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Morning Musings 1.6.26 — Views from dauber island
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Morning Musings 1.5.26 — Views from dauber island
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Musings 1.4.26 — Views from dauber island
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Morning Musings 12.31.25 — Views from dauber island
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Morning Musings 12.30.25 — Views from dauber island
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Morning Musings 12.29.25 — Views from Dauber Island
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Morning Musings 12.24.25 — Views from dauber island
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Morning Musings 12.22.25 — Views from dauber island
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Morning Musings 12.10.25 — Views from Dauber Island
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Morning Musings 12.9.25 — Views from Dauber Island
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Morning Musings 12.8.25 — Views from Dauber island
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Morning Musings 12.3.15 — Birthday Views from the Island
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Morning Musings 12.2.25 — Views from Dauber Island
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Morning Musings 12.1.25 — Views from Dauber island
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Morning Musings 11.26.25 — Views from Dauber Island
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Morning Musings 11.25.25 — Views from Dauber island
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Morning Musings 11.24.25 — Views from Dauber Island - Stay Grumpy Out There
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Morning Musings 11.23.25 — Views from Dauber Island- 'stay grumpy out there'
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Moring Musings 11.21.25 — Views from Dauber Island
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Morning Musings 11.19 25 — Views from Dauber Island
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Morning Musings 11.17.25 — Views from Dauber Island
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Morning Musings 11.16.25 — Views from Dauber Island
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Morning Musings 11.14.25 — Views from Dauber Island
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Morning Musings 11.12.25 — Views from Dauber Island
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Morning Musings 11.10.25 — CView from the Island
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Morning Musings 11.7.25 — Views from Dauber Island
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Morning Musings 11.5.25 — Views from Dauber island
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Morning Musings 11.4.25 — Views from Dauber Island
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Mid-Morning Musings 11.3.25 — Views from the Island
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Morning Musings 10.31.25 — Views from the Island
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Morning Musings 10.30.25 — Views from the Island
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Morning Musings 10.29.25 — Views from the Island
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Morning Musings 10.28.25 — Views from the Island
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Morning Musings 10.27.25 — Views from the Island
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Morning Musings 10.24.25 — Views from the Island
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Morning Musings 10.23.25 — Views from the Island
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Morning Musings 10.22.25 — Views from the Island
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Morning Musings 10.21.25 — Views from the Island
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Morning Musings 10.20.25 — Views from the Island
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Morning Musings 10.17.25 — Views from the Island
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Morning Musings 10.16.25 — Views from the Island
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Morning Musings 10.14.25 — Views from the Island
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Morning Musings 10.13.25 — Views from the island
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Morning Musings 10.10.25 — Views from the Island
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Morning Musings 10.9.25 — Views from the Island
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Morning Musings 10.9.25
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Morning Musings 10.7.25 — Views form the Island
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Morning Musings 10.6.25 — Views from the Island
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Morning Musings 10.3.25 — Views from the Island
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Morning Musings 9.30.25 — Views from the Island
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Morning Musings 9.29.25 — Views from the island
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Morning Musings 9.26.25 — Views from the Island
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Morning Musings 9.25.25 — Views from the Island
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Morning Musings 9.24.25 — Views from the Island
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Morning Musings 9.22.25 — Views from the Island
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Weekend Musings — Views from the Island
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Morning Musings 9.19.25 — Views from the Island
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Morning Musings 9.18.25 — Views from the Mainland
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Almost Midnight Musings 9.16.25 — Views from just off the Island
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Morning Musings 9.15.25 — Views from the Island
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Morning Musings 9.14.25 — Views from the Island
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Saturday Musings 9.13.25 — Views from the Island
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Morning Musings 9.12.25 — Views from the Island
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Morning Musings 9.11.25 — Views from the Island
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Morning Musings 9.9.25 — Views from the Island
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Morning Musings 9.8.25 — Views from the Island
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Morning Musings 9.5.25 — Views from the Island
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Morning Musings 9.4.25 — Views from the Island
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Morning Musings 9.3.25 — Views from the Island
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Morning Musings 9.2.25 — Views from the Island
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Morning Musings 9.1.25 — Views from the Island
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Weekend Musings — Labor Day views from the Island
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Morning Musings 8.27.25 — Views from the Island
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Morning Musings 8.25.25 — Views from the Island
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Morning Musings 8.22.25 — Views from the Island
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Morning Musings 8.21.25 — Views from the Island
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Morning Musings 8.20.25 — Views from the Island
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Morning Musings 8.19.25 — VIews from the Island
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Morning Musings 8.18.25 — Views from the Island
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Morning Musings 8.15.25 — Views from the island
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Morning Musings 8.14.25 — Views from the Island
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Morning Musings 8.13.25 — Views from the Island
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Morning Musings 8.11.25 — Views from the Island
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Morning Musings 8.8.25 — Views from the Island
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Morning Musings 8.7.25 — Views from the Island
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Morning Musings 8.6.25 — Views from the Island
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Morning Musings 8.5.25 — Views from the Island
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Morning Musings 7.31.25 — Views from the Island
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Morning Musings 7.29.25 — Views from the Island
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Morning Musings 7.28.25 — Views from the Island
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Morning Musings 7.24.25 — Views from the Island
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Morning Musings 7.23.25 — Views from the Island
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Morning Musings 7.22.25 — Views from the Island
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Morning Musings 7.21.25 — Views from the Island
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Morning Musings 7.18.25 — Views from the Island
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Morning Musings 7.17.25 — Views from the Island
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Morning Musings 7.16.25 — Views from the Island
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Morning Musings 7.15.25 — Views from the Island
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Morning Musings 7.14.25 — Views from the Island
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Morning Musings 7.11.25
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Morning Musings 7.10.25 — Views from the Island
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Morning Musings 7.9.25 — Views from the Island
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Morning Musings 7.8.25
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Morning Musings 7.7.25 — Views from the island
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Morning Musings 7.1.25 — VIews from the Island
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Midday Musings 6.30.25 — Some thoughts on the state of play
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Morning Musings 6.30.25 — Views from the island
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Morning Musings 6.27.25 — Views from the Island
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Morning Musings 6.26.25 — Views from the Island
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Morning Musings 6.25.25 — Views from the Air-Conditioned Island
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Midday Musings 6.24.25 — Further thoughts from the Island
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Morning Musings 6.24.25 — Views from the Island
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Morning Musings 6.23.25 — Views from the Island
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Morning Musings 6.20.25 — Views from the Island
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Morning Musings 6.19.25 — Views from the Island
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Morning Musings 6.18.25 — Views from the island
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Morning Musings 6.17.25 — Views from the Island
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Morning Musings 6.16.25 — Views from the Island
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Morning Musings 6.13.25 — Views from the Island
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Morning Musings 6.12.25 — Views from the Island
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Morning Musings 6.11.25 — Views from the Island
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Morning Musings 6.10.25 — Views from the Island
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Morning Musings 6.9.25 — Views from the Island
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Morning Musings 6.6.25 — Views from the Island
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Morning Musings 6.5.25 — Views from the Island
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Morning Musings 6.3.25 — Views from the Island
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Morning Musings 6.2.25 — Views from the Island
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Morning Musings 5.29.25 — Views from the Island
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Morning Musings 5.28.25 — Views from the Island
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Morning Musings
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Morning Musings 5.23.25 — Views from the Island
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Morning Musings 5.22.25 — VIews from the Island
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Morning Musings 5.21.25 — Views from the Island
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Morning Musings 5.19.25 — Views from the Island
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Morning Musings 5.16.25 — Views from the Island
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Morning Musings 5.15.25 — Views from the Island
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Morning Musings 5.14.25 — Views from the Island
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Morning Musings 5.13.25 — Views from the Island
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Morning Musings 5.12.25
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Morning Musings 5.9.25 — Views from the Island
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Morning Musings 5.8.25 — Views from the Island
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Morning Musings 5.7.25 — Views from the Island
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Morning Musings 5.6.25 — Views from the Island
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Morning Musings 5.5.25 — Views from the Island
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Morning Musings 5.2.25 — Views from the Island
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Morning Musings 5.1.25 — Views from the Island
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Morning Musings 4.30.25 — Views from the Island
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Morning Musings 4.29.25 — Views from the Island
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Morning Musings 4.28.25 — Views from the Island
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Morning Musings 4.25.25 — Views from the island
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Morning Musings 4.24.25 — Views from the Island
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Chart-a-palooza — where do things stand?
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Morning Musings 4.23.25 — Views from the Island
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Morning Musings 4.22.25 — Views from the Island
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Morning Musings 4.21.25 — Views from the Island
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Morning Musings 4.17.25 — Views from the Island
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Morning Musings 4.16.25 — Views from the Island
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Morning Musings 4.15.25 — Views from the Island
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Morning Musings 4.14.25 — Views from the Island
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Morning Musings 4.11.25 — Views from the Island
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Morning Musings 4.10.25 — Views from the Island
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Morning Musings 4.9.25 — Views from the Island
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Morning Musings 4.8.25 — Views from the Island
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Morning Musings 4.7.25 — Views from the Island
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Morning Musings 4.6.25 — Views from the Island
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Morning Musings 4.4.25 — Views from the Island
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Morning Musings 4.3.25 — Views from the Island
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Morning Musings 4.2.25 — Views from the Island
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Morning Musings 4.1.25
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Morning Musings 3.31.25 — Views from the Island
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Morning Musings 3.28.25 — Views from the Island
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Morning Musings 3.27.25 — Views from the Island
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Morning Musings 3.26.25 — Views from the Island
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Morning Musings — Views from the Island
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Morning Musings 3.24.25 — Views from the Island
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Morning Musings 3.21.25
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Morning Musings 3.19.25 — View from the Island
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Morning Musings 3.18.25 — Views from the Island
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Morning Musings 3.17.25 — Views from the Island
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Morning Musings 3.14.25 — Views from the Island
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Morning Musings 3.13.25 — Views from the Island
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Morning Musings 3.12.25 — Views from the Island
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Morning Musings 3.11.25 — Views from the Island
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Morning Musings 3.10.25 — Views from the Island
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Morning Musings 3.7.25 — Views from the Island
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Morning Musings 3.6.25
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Morning Musings 3.5.25 — Views from the Island
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Morning Musings 3.4.25 — Views from the Island
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Morning Musings 3.3.25 — Views from the Island
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Morning Musings 2.28.25 — Views from the Island
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Morning Musings 2.27.25
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Morning Musings 2.26.25 — Views from the Island
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Morning Musings 2.25.25 — Views from the Island
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Morning Musings 2.21.25 — Views from the Island
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Morning Musings 2.20.25 — Views from the Island
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Morning Musings 2.19.25 — Views from the Island
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Morning Musings 2.18.25 — Views from the Island
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Morning Musings 2.13.25 — Views from the Island
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Morning Musings 2.12.25 — Views from the Island
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Morning Musings 2.11.25 — Views from the Island
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Morning Musings 2.10.25 — Views from the Island
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Morning Musings 2.8.25 — Views from the Island
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Morning Musings 2.7.25 — Views from the Island
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Morning Musings 2.6.25 — Views from the Island
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Morning Musings 2.5.25 — Views from the Island
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Morning Musings 2.4.25 — Views from the Island
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Morning Musings 2.3.25 — Views from the Island
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Morning Musings 1.31.25 — Views from the Island
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Morning Musings 1.30.25 — Views from the Island
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Morning Musings 1.29.25 — Views from the Island
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Morning Musings 1.28.25 — Views from the Island
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Morning Musings 1.27.25 — Views from the Island
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Morning Musings 1.26.25 — Pre-game Views from the Island
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Morning Musings 1.24.25 — Views from the Island
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Morning Musings 1.23.25 — Views from the Island
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Morning Musings 1.22.25 — Views from the Island
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Morning Musings 1.21.25 — Views from the Island
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Morning Musings 1.20.25 — Views from the Island
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Morning Musings 1.17.25 — VIEWs from the Island
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Morning Musings 1.16.25 — Views from the Island
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Morning Musings 1.15.25 — Views from the Island
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Morning Musings 1.14.25 — Views from the Island
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Morning Musings 1.13.25 — Views from the Island
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Morning Musings 1.11.25 — Views from the Island
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Morning Musings 1.10.25 — Views from the Island
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Morning Musings 1.9.25 — Views from the Island
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Morning Musings 1.8.25 — Views from the Island
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Morning Musings 1.7.25 — Views from the Island
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Morning Musings 1.5.24
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Morning Musings — Views from the Island
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Morning Musings 1.3.25 — Views from the Island
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Morning Musings 1.2.25 — Views from the Island
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Morning Musings 12.31.24 — View from the Island
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Morning Musings 12.30.24 — Views from the Island
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Morning Musings 12.28.24 — Views from the Island
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Morning Musings 12.27.24 — Views from the Island
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Morning Musings 12.26.24 — Views from the Island
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Morning Musings 12.24.24 — Views from The Island
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Morning Musings 12.20.24 — Views from the Island
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Morning Musings 12.19.24 — Views from the Island
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Morning Musings 12.18.24 — Views from the Island
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Morning Musings 12.17.24 — Views from the Island
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Morning Musings 12.16.24 — Views from the Island
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Midday Musings 12.15.24 — Views from the Island
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Morning Musings 12.14.24 — Views from the Island
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Morning Musings 12.13.24 — Views from the Island
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Morning Musings 12.12.24 — Views from the Island
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Morning Musings 12.11.24 — Views from the Island
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Morning Musings 12.10.24 — Views from Dauber Island
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Morning Musings 12.9.24 — Views from dauber Island
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Morning Musings 12.7.24 — Views from dauber island
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Morning Musings 12.6.24 — Views from Dauber Island
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Morning Musings 12.5 — View from the Island
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Morning Musings 12.4.23 — Views from Dauber Island
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Morning Musings 12.3.24 — Views from the Island
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Morning Musings 12.2.24 — View from dauber island
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Morning Musings 11.26.24 — Views from The Island
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Morning Musings 11.25.24
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Morning Musings 11.22.24 — Views from the island
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Morning Musings 11.21.24 — The View from Dauber Island
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Morning Musings 11.20.24 — Thoughts from Dauber Island
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Morning Musings 11.18.24 — The View from Dauber Island
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Random Thoughts on a Saturday
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Morning Musings — Views from Dauber Island
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Coming soon
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