Archive - Spilled Coffee

Investing Update: What the Heck Happened?

What I’m buying, selling & watching

Nov 7 • Eric Soda

Portfolio Update

I bought a new name into today’s selloff

Nov 5 • Eric Soda

State of the Markets

Special edition: Is the AI trade breaking?

Nov 4 • Eric Soda

October 2026

Investing Update: Trick or Treat for AI?

What I’m buying, selling & watching

Oct 31 • Eric Soda

What Exactly Are You Waiting For?

The housing market stinks. You can still be wrong to wait.

Oct 28 • Eric Soda

It Didn’t Make Sense in 2009 Either

Today’s market looks like it’s ignoring reality. History says that’s usually the point.

Oct 21 • Eric Soda

Investing Update: I Said I’d Worry. I’m Worried.

What I’m buying, selling & watching

Oct 17 • Eric Soda

Doubt, But No Fear (Yet)

Nothing has rattled this market. OpenAI and Anthropic could.

Oct 14 • Eric Soda

Investing Update: The Great Un-Broadening

What I’m buying, selling & watching

Oct 10 • Eric Soda

How Much Is Enough?

I ran the math on a lake house. Then I realized the math wasn’t the point.

Oct 7 • Eric Soda

Portfolio Update

I just sold a stock I've owned for years

Oct 6 • Eric Soda

Investing Update: The Index Is Lying to You

What I’m buying, selling & watching

Oct 3 • Eric Soda

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