Madragoa is the Lisbon that didn't get tidied up. A fishermen's and washerwomen's quarter on the slope above the Tejo, its lanes too narrow for the tour buses, its houses still tiled and still lived in. Next door, Santos has quietly become the design district — but the two read as one walk, and the morning is when to do it.
Start at Santos station and climb to Largo de Santos, where the cafés are opening and the showroom crowd hasn't arrived. Go up into Madragoa proper — Rua das Madres is the one to walk, narrow and tiled, laundry strung overhead like bunting nobody put away. Look up; the azulejo (tiled) façades are the show.
The Museu da Marioneta sits inside the old Convento das Bernardas. Go for the cloister even if puppets aren't your thing — it's calm, and almost always yours alone. Then let the slope do the work: down through the Santos design streets, past the studios and showrooms, to the river.
End on the Tejo at Avenida 24 de Julho. Cross to the water side, walk east into the light, and Cais do Sodré delivers you home.