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Base Camp — Monday, November 02, 2026
Your midday read, what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup The war premium is coming out of oil, fast, on signs that the United States and Iran are talking. That is doing more for stocks this
Base Camp — Friday, October 30, 2026
Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The kids are home from school today and the markets have been pretty volotile so getting off to a bit of a late start. Let me know if
When Should You Claim Social Security?
Base Camp — Friday, October 23, 2026
Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup Two things happened this week that look contradictory and aren't: the AI trade cracked, and the bond market rallied hard. Both carry the same