Read more
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
Base Camp — Monday, October 19, 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's selloff in chipmakers and AI-linked stocks was the worst session since July, and it got worse into the close. This morning those
Base Camp — Monday, October 12, 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 back above $106 a barrel, a two-week high, after strikes on Riyadh's airport put Gulf supply and Red Sea shipping back
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