Reletter
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Spilled Coffee

Eric Soda
Hundreds of paid subscribers

Insight & Ideas on Business & Investing

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues468Founded5 years agoLast Issue6 days ago
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Latest Issues

Nobody Believes It. The Market Doesn't Care.

The market dropped 2.6% on Friday.

By the time the close hit, your timeline was on fire. The bubble is bursting. The crash has begun. This is 1999 all over again.

I’ve heard it all before. So have you.

Here’s what I actually think is hap...

6 days ago
18

Investing Update: Don't Panic. But Pay Attention.

What I'm buying, selling & watching

It was a decent week. Until Friday.

10 days ago
10
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Portfolio Update

I added to my #1 conviction for 2026

I made a move with my #1 conviction for 2026.

10 days ago
5
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The Market Has Never Felt Better. Americans Have Never Felt Worse.

The S&P is at an all-time high. Consumer sentiment is at an all-time low. Here's why both are true.

The stock market just hit an all-time high.

13 days ago
3
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Investing Update: Hard Not To Be Bullish

What I'm buying, selling & watching

The S&P 500 closed the week at 7,580, up 1.8% on the week and now up 10.7% on the year. The Nasdaq had an even better week, gaining 2.6% and is up 16.1% YTD. The Russell 2000 was the real star again, up...

17 days ago
7
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  • Eric Soda

    Entrepreneur & Investor. Author of the book, Two-Way Street: An American Success Story.

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    Frequently Asked Questions

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