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Base Camp — Monday, August 17, 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 Friday, the American consumer finally flinched. July retail sales fell 0.6%, the first decline in nine months, and a wide miss against expectations of a
Base Camp — Friday, August 14, 2026
Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. Note: I apologize for missing the last two editions of Base Camp, my kids have been sick, unfortunately in sequence, and I didn't have time to
Base Camp — Monday, August 3, 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 The war premium is coming out of oil. President Trump called off a planned strike on Iran over the weekend and pointed instead toward talks on
Base Camp — Friday, July 31, 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 Big Tech delivered. After a bruising stretch for chip stocks, Amazon's blowout earnings, on the heels of Microsoft's historic 15% surge, have