Spilled Coffee Year In Review
Every newsletter and note from 2025
Hi friends! 👋
Happy New Year! 🎉
Welcome to all the new subscribers of Spilled Coffee. 2025 has been an incredible year of growth. We’ve grown over 125% and now have readers in all 50 U.S. states and 122 countries.
Spilled Coffee was featured in Yahoo Finance and the Wall Street Journal, and we were honored to be named a Substack bestseller again in 2025.
Here is a list of every Spilled Coffee piece from 2025, in chronological order. I’ve also highlighted the most read pieces of the year. The only items not included are our Portfolio Updates. If you’d like to view those, or anything else we’ve ever published, you can always visit spilledcoffee.co.
Thank you for reading, sharing, and supporting Spilled Coffee. Here’s to crushing it even more in 2026.
Eric
🥇The most read piece from 2025 was:
The Cash on the Sidelines Fallacy
🥈The second most read piece from 2025 was:
January
January 1 - Spilled Coffee Year In Review (2024)
January 4 - Investing Update: 2024 Recap & 2025 Outlook
January 7 - Nvidia Record High Thoughts: Can it go even higher from here?
January 8 - Americans Are In Love With Stocks: Is this a bullish or bearish signal?
January 11 - Investing Update: 3 Stocks For 2025
January 15 - Concerns Brewing? Worrisome data emerges
January 18 - Investing Update: Has Sentiment Shifted?
January 22 - Not Everyday Goes As Planned: What a tough week made me remember
January 25 - Investing Update: Record Highs Here To Stay?
January 29 - My Investing Philosophy: Why invest how I do
February
February 1 - Investing Update: Insiders & Hedge Funds Bearish?
February 5 - The Fear Over Tariffs: What to know and what the impact could be
February 8 - Investing Update: A Rotation Is Underway
February 12 - 3 Stocks I Have My Eye On: Each stock is in a different stage
February 15 - Investing Update: Why Are Investors Scared?
February 19 - Friends & Family: One final lesson from my grandmother
February 22 - Investing Update: A Look At My Portfolio
February 26 - 5 Years Ago: Covid and a reminder about long term investing
March
March 1 - Investing Update: Hedge Fund Buys & Holdings
March 5 - Are Economic Worries Overblown? A look at the concerns that are rattling the stock market
March 8 - Investing Update: Time To Buy Or Wait?
March 12 - The Price Of Admission: Pullbacks, corrections and bear markets are to be expected
March 15 - Investing Update: Was That The Bottom?
March 19 - Is Housing Set For A Rebound? An update on the frozen housing sector
March 22 - Investing Update: Time To Buy These Stocks
April
April 2 - Finding The Next Magnificent 7 Stocks: 7 companies who could form the next Mag 7
April 3 - What’s Next? The day Wall Street and Main Street shook
April 5 - Investing Update: Q1 Recap & Q2 Outlook
April 9 - What Happens After Big Stock Market Drops? A look at what may be ahead
April 12 - Investing Update: Buy Signals Arrive?
April 16 - What I Learned From The 2022 Bear Market: 9 lessons that still apply today
April 19 - Investing Update: Is The Worst Over?
April 23 - Economic Outlook: What the charts and data are telling us
April 26 - Investing Update: 2 Indicators Flashing 🔥
April 30 - Who Are You Listening To? It impacts more than you realize
May
May 3 - Investing Update: 10 Stocks On My Watchlist
May 7 - On Recession Watch: Is a Recession Likely — and Why Does It Matter for the Stock Market?
May 10 - Investing Update: Bear Market Rally Or New Bull?
May 14 - Is Investing Really That Hard? It’s as hard as you want to make it
May 17 - Investing Update: New Highs Incoming?
May 21 - The Boring Investor: A guide to investing in indexes, sectors & subsectors using ETFs
May 24 - Investing Update: Hedge Fund Buys & Holdings
May 28 - Offsides: When caution becomes the bigger risk
May 31 - Investing Update: My Thoughts On Nvidia
June
June 4 - Concerning Housing Data Emerges: Housing looks to be quietly deteriorating
June 7 - Investing Update: Mag 7 Falling Out Of Favor?
June 11 - The Best Long-Term Investment: What do you think it is?
June 14 - Investing Update: The Chase Is On
June 18 - Your Time Horizon: Everyone’s is different and that changes everything
June 25 - Getting Sick On Our Vacation: How an unexpected illness forced me to rethink time
June 26 - An Outlook on AI: Why what Mary Meeker produced is a must read
June 28 - Investing Update: All-Time Highs Here To Stay?
July
July 2 - 25 Reader Questions, Answered: 25 questions answered from you the readers
July 5 - Investing Update: 1st Half Recap & 2nd Half Outlook
July 9 - Founder-Led Stocks: Why it matters and who they are
July 12 - Investing Update: 5 Stocks For The 2nd Half
July 16 - Charts & More Charts: A Graphical Tour of What’s Moving Markets and Minds
July 19 - Investing Update: Any Fuel Left In This Rally?
July 23 - Drawdowns Will Happen: It’s not a matter of if—but when, how deep, and how you respond
July 26 - Investing Update: Is This Peak Bullishness?
August
August 6 - State of the Market: Why the stock market refuses to stay down
August 9 - Investing Update: The Top Stock To Own Now
August 13 - Are Small Caps Investable? A look into if small caps are a trap or a steal
August 16 - Investing Update: 3 Worrisome New Data Points
August 20 - Is Housing in a Recession? Why people are sounding the alarms around housing
August 23 - Investing Update: Hedge Fund Buys & Holdings
August 27 - Life Isn’t a Spreadsheet: Not everything can be measured by a dollar amount
August 30 - Investing Update: What To Expect In September
September
September 3 - 5 Stocks To Buy In a Market Pullback: The names that top my list
September 6 - Investing Update: Why So Bearish?
September 10 - Charts Tell The Story: The Story On Jobs and The Economy
September 13 - Investing Update: Is The Chase Underway?
September 17 - The Market’s Playbook for a Fed Rate Cut: What rate cuts mean for stocks, cash, and housing
September 24 - Charts & More Charts: 25 Visuals That Caught My Eye
September 27 - Investing Update: S&P 6,900 By Year-End?
October
October 1 - Bubble Or No Bubble? Sorting hype from reality in today’s stock market
October 3 - The Cybersecurity Stock To Own: Strong Growth, Sticky Revenue, and a Critical Industry Tailwind
October 4 - Investing Update: Q3 Recap & Q4 Outlook
October 8 - The Cash on the Sidelines Fallacy: Money market assets have grown, but so has everything else
October 11 - Investing Update: A Sector Flashing Caution
October 15 - Tariffs, Tariffs, Oh My: Is the real risk tariffs — or our reaction to them?
October 18 - Investing Update: Is Momentum Weakening?
October 22 - 2 Stocks That I’ve Never Sold: Why I’ve never sold any shares in these two names
October 25 - Investing Update: A Mag 7 Stock Set To Surge
October 29 - Is There A Risk To This Bull Market? A look at what could end this bull market — and what hasn’t
November
November 1 - Investing Update: Some Cracks Starting To Show
November 5 - What If You Only Owned The Magnificent 7? Maybe seven really is enough
November 8 - Investing Update: Concerning Data Emerges
November 12 - Value Plays or Value Traps? 6 Market Favorites That Have Stumbled in 2025
November 15 - Investing Update: 3 Stocks For Year-End
November 19 - Just Own Stocks: It really is that simple
November 22 - Investing Update: Hedge Fund Buys & Holdings
November 26 - Charts & More Charts: 15 charts that you need to see
November 29 - Investing Update: What Does December Hold?
December
December 3 - Is ChatGPT The Next MySpace? Why today’s AI powerhouse risks repeating an old story
December 6 - Investing Update: What You Only See In A Bull Market
December 10 - Beating The S&P 500 Isn’t As Easy As It Sounds: The challenge every active investor underestimates
December 13 - Investing Update: Where Are The IPOs?
December 17 - 25 Things I’ve Learned In 25: What the year taught me as an investor, business owner, husband, and father
December 20 - Investing Update: Has The Santa Rally Started?
📅 The next Investing Update on Saturday, January 3rd will be my 2025 Recap & 2026 Outlook. Be sure to watch for it.
The Coffee Table ☕
There was a good post on the money lesson that you wish you were taught when you were in school. These are lesson that the earlier you understand, the better off you will be financially. Great financial literacy. The money lessons we wish we’d been taught at school
I liked this post in Kitces about the Trump accounts and if it makes sense to add money to them. This was a good deep look into them. Why Taxable Custodial Accounts Are Better Than OBBBA “Trump Accounts” For Kids’ Savings
This is a perfect visual as we start the new year. A great reminder from Roberto Ferraro.
Source: Robert Ferraro
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