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
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
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
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
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
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
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 fragile calm didn't survive the weekend. U.S. and Iranian forces traded strikes after an attack on a container ship in the Strait
Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup Markets reopen this morning after the long Independence Day weekend, and they come back to a simple question: does last week's tone hold? Stocks
Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup It has been a rough week for technology and a quietly good one for almost everything else. As we close the books on the week, the