The Intelligent Investor notes
Read more
Base Camp — Friday, September 11, 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 August inflation landed at 8:30 this morning: consumer prices rose 0.4% in the month, putting the annual rate at 3.4%. Gasoline did most
Base Camp — Friday, September 4, 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 number everyone was waiting for came in hot. American employers added 162,000 jobs in August against forecasts near 55,000, the strongest month since
Base Camp — Monday, August 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 Two things happened since Friday's open, and they push the same direction. Fed Chair Kevin Warsh warned at Jackson Hole that inflation's
Base Camp — Friday, August 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 At 10:00 this morning, Kevin Warsh delivers his first Jackson Hole keynote as Fed Chair. Since taking the job in May he has been criticized