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Base Camp
Market commentary from Kodiak's Chief Investment Officer: what moved, and what it means for long-term investors.
Base Camp — Friday, July 31, 2026
Jeffrey Mansell · July 31, 2026
Base Camp — Monday, July 27, 2026
Jeffrey Mansell · July 27, 2026
Base Camp — Friday, July 24, 2026
Jeffrey Mansell · July 24, 2026
Base Camp — Monday, July 13, 2026
Jeffrey Mansell · July 13, 2026
Base Camp — Monday, July 6, 2026
Jeffrey Mansell · July 6, 2026
Base Camp — Friday, June 26, 2026
Jeffrey Mansell · June 26, 2026
Base Camp — Wednesday, June 24, 2026
Jeffrey Mansell · June 24, 2026
Base Camp — Monday, June 22, 2026
Jeffrey Mansell · June 22, 2026
Base Camp — Friday, June 19, 2026 · Juneteenth Edition
Jeffrey Mansell · June 19, 2026
Base Camp — Wednesday, June 17, 2026
Jeffrey Mansell · June 17, 2026
Why Portfolio Rebalancing Matters—and How to Get It Right
Jeffrey Mansell · May 13, 2026
10 Year-End Tax Moves to Make Before the Ball Drops
Jeffrey Mansell · December 19, 2025
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A short premarket read: what moved overnight and what it means for long-term investors. Free, a few times a week.