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Base Camp — Friday, October 9, 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 Consumer sentiment fell more than expected this morning, and the detail underneath it is the real story: how Americans feel about their finances right now dropped
Base Camp — Tuesday, October 6, 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 had some technical difficulties with ppublication yesterday, so I have done my best to update the letter to Tuesday's info, but I apologize if
Base Camp — Friday, October 2, 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 September jobs report came in badly short: 29,000 jobs added, against roughly 85,000 expected. July and August were revised down by a combined
Base Camp — Monday, September 28, 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 Talks between Washington and Tehran stalled over the weekend, and oil is up about 4% because of it. That's this morning's headline,