A blast from the past

Today I caught up with a long-time friend, and longer time trader/market watcher Phil Dauber. Phil has started writing on Substack

Morning Musings- Thoughts from Dauber Island

I definitely encourage you to follow him.

As we discussed, Phil started writing about the markets back in the late 80s and has been doing so ever since, sending his thoughts out to his customers. Now we get to benefit from those writings on Substack.

I wanted to use the opportunity to talk to Phil about what he is seeing, thinking and hearing about the markets. With potential end of month pension rebalancing, the options market focused on the JP Morgan etf (JEPI) options position which can serve as a magnet, plus the April 2 catalyst deadline, there is a lot going on just this week.

However, as Phil says, ‘what’s your time horizon?’

Have a listen. There is a lot to take away from this discussion no matter your horizon.

As Phil ends it, ‘cash is not always trash’.

I hope you enjoy. I hope you like/share/subscribe if you do.

More importantly, when it comes to life and the financial markets, stay humble and Stay Vigilant