Reletter
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Spilled Coffee

Eric Soda
Hundreds of paid subscribers

Insight & Ideas on Business & Investing

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues461Founded5 years agoLast Issue6 days ago
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Latest Issues

A Review Of My Portfolio

Beating The Market. Here Is How.

I have been getting a lot of questions lately about my portfolio. What I own. Why I own it. How I feel about each position. Whether I’m considering making any moves.

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Investing Update: Meet The Rally’s Roadblock

What I'm buying, selling & watching

The S&P 500 posted a modest 0.1% gain this week, extending its winning streak to seven consecutive weeks. The Nasdaq, Dow, and Russell 2000 all finished in the red, with small caps taking the hardest hit...

10 days ago
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You'd Never Guess the Top Mag 7 Stock Right Now

What the charts, the institutions, and the prediction markets are all saying right now.

What has been the best performing Magnificent 7 stock over the past month?

13 days ago
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Investing Update: Are You Still Fighting This Rally?

What I'm buying, selling & watching

The S&P 500 closed at 7,399, up 2.3% on the week and now up 8.1% on the year. The Nasdaq was the star, surging 4.5% to 26,247 and now up 12.9% in 2026. Six consecutive positive weeks, the longest winning...

17 days ago
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Follow The Money

The AI buildout isn't slowing down. It's accelerating.

We just heard from the four largest technology companies on earth. And if you listened closely, the message was identical across all of them. We are not slowing down.

20 days ago
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  • Eric Soda

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

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