Archive - Spilled Coffee

Investing Update: A Lot of Bad Breadth

What I’m buying, selling & watching

Sep 12 • Eric Soda

What If This Isn’t a Bubble?

Everyone's already decided how this ends. I checked the data.

Sep 9 • Eric Soda

Investing Update: The Market Looks Fine. Underneath, It Doesn’t.

What I’m buying, selling & watching

Sep 5 • Eric Soda

The Wealth Curve is Backwards

Money gets more valuable with time. Some of the things you want to spend it on don't.

Sep 2 • Eric Soda

Portfolio Update

I added to one of my top holdings. Here’s what my portfolio looks like now.

Sep 1 • Eric Soda

August 2026

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