Read more
Base Camp — Monday, September 21, 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 Oil is falling for a fourth straight session and Treasury yields are easing back from their post-Fed highs. Cheaper energy and slightly cheaper money is
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