Spilled Coffee Year In Review
Every newsletter and note from 2024
The most requested topic that subscribers wanted me to write about this year was a comprehensive list of all my recent newsletters and notes. They asked for it all in one easy to navigate post.
What better time to put this together than at the end of the year.
Here is a list of every Spilled Coffee piece from 2024 in chronological order. I also indicated the most read piece of the year. The only things not included were our Portfolio Updates. If you want to view those you can on our site at spilledcoffee.co.
Thank you for reading, sharing and supporting Spilled Coffee. I wish you a happy and prosperous 2025.
🥇The most read piece from 2024 was:
January
January 3 - The Annual Reset: Why I’m not waiting in 2024
January 6 - Investing Update: 2023 Recap & 2024 Outlook
January 10 - Are Things Now Almost Too Good?: Things to watch out for in 2024
January 13 - Investing Update: 3 Stocks For 2024
January 17 - The Happiness Factor: Everyone always wants a little more to be happy
January 20 - Investing Update: Areas of Opportunity?
January 24 - The Mountain of Cash: Where will this cash end up going?
January 31 - Priorities: Why we are like Gumby
February
February 3 - Investing Update: Takeaways From January
February 7 - To Buy or Not To Buy: What to do with the stock market at all-time highs
February 10 - Investing Update: Is Inflation Reigniting?
February 14 - The Nvidia Surge: Can this historic run continue even higher?
February 17 - Investing Update: What Flows Are Telling Us
February 21 - People Never Forget How You Make Them Feel: Giving people more than they expect
February 24 - Investing Update: Hedge Funds Buys & Holdings
February 28 - Where Are Housing Prices Headed?: The path doesn't look to be changing anytime soon
March
March 2 - Investing Update: Is Apple Losing Its Taste?
March 6 - Why A Stock Market Pullback Is Likely: History tells us so
March 9 - Investing Update: I Bought 2 Stocks
March 13 - Leave It All At Work: What I learned by forgetting something
March 16 - Investing Update: Is Energy The New Leader?
March 20 - What Small Businesses Are Telling Us: It's not what I was expecting
March 23 - Investing Update: Highest Buy & Sell Ratings
March 27 - The Writing Process: Some thoughts on writing
March 30 - Investing Update: Insider Selling Spikes
April
April 3 - An Unemployment Warning Sign?: A recession indicator worth watching
April 6 - Investing Update: Q1 Recap
April 10 - Is This As Good As It Gets?: US households, the economy and stock market are riding high
April 13 - Investing Update: Data That's Sticking Out
April 17 - 168 Hours: It's the same for everyone and it never changes
April 20 - Investing Update: Buy The Dip?
April 24 - Higher For Longer: The effects of higher interest rates
April 27 - Investing Update: Positive vs Negative Data
May
May 1 - Are We In a Housing Crisis?: The affordability problem continues
May 4 - Investing Update: Stocks On The Radar
May 8 - Be So Good They Can't Ignore You: Learning from comedian Steve Martin
May 11 - Investing Update: A Sentiment Shift?
May 15 - The Robots Are Coming: Why they're closer than we realize
May 18 - Investing Update: The Bull Is Ready To Roar
May 22 - When Do Stock Market Crashes Happen?: It shows why investors watch this metric so closely
May 25 - Investing Update: Hedge Fund Buys & Holdings
May 29 - Understanding Your Why: Learning from a fisherman
June
June 1 - Investing Update: Rate Cut Or No Rate Cut?
June 5 - Are Consumer Discretionary Stocks Saying Something?: A look at the health of the US consumer
June 8 - Investing Update: No This Isn't A Bubble
June 12 - Cash Is Still King: Why cash has remained on the sidelines
June 15 - Investing Update: Apple Joins The Party
June 19 - The Slow Grind: From investing, to business, to gardening, and everything in between
June 22 - Investing Update: 2 Stocks For The 2nd Half
June 26 - Why This Isn't Like The Dotcom Bubble: And why Nvidia isn't anything like what Cisco was
June 29 - Investing Update: A July Rest Or Rally?
July
July 3 - Will Home Prices Continue To Rise?: Nothing has been able to slow them yet
July 6 - Investing Update: 1st Half Recap & 2nd Half Outlook
July 10 - Economic Warnings Signs: It's clear we're starting to see a slowing economy
July 13 - Investing Update: Is Inflation Defeated?
July 17 - Maker's Schedule vs Manager's Schedule: Getting your schedule under control
July 20 - Investing Update: A Summer Pause Or Plunge?
July 31 - Reasons To Sell: They're always present and never go away
August
August 3 - Investing Update: Volatility Returns
August 7 - The Next Step For Spilled Coffee: Starting September 1st
August 10 - Investing Update: Is The Selloff Over?
August 13 - Recession Or No Recession?: What's the deal?
August 17 - Investing Update: The Bull Market Continues
August 21 - A Childhood Toy: Inspiration and ideas really do come from the unlikeliest of sources
August 24 - Investing Update: Hedge Fund Buys & Holdings
August 28 - The Credit Card Debt Debate: Does it even matter?
August 31 - Investing Update: A September Swoon?
September
September 4 - My Portfolio Breakdown: How I invest and what stocks I own
September 7 - Investing Update: Is This As Good As It Gets?
September 11 - Why Haven't Home Sales Taken Off?: Higher inventory and lower rates aren't helping and what it may mean
September 14 - Investing Update: 2 Stocks I'm Watching
September 18 - Nobody Cares, Work Harder: Overcoming brick walls
September 18 - Thoughts On The Fed Interest Rate Cut: The highly anticipated rate cut came today at 50 bps
September 21 - Investing Update: S&P 6,000 By Year-End?
September 25 - Don't Mix Politics and Investing: The stock market doesn't care about politics
September 28 - Investing Update: Bubble Talk Returns
October
October 2 - Q4 Stock Market Outlook: Is volatility looming?
October 5 - Investing Update: Q4 Top Ideas & Q3 Recap
October 9 - 50 Awesome Things: Appreciate the little joys in life
October 12 - Investing Update: Don't Forget This Chart
October 16 - People Have More Money Than Ever: A look into the health of American consumers
October 19 - Investing Update: Lower Returns Ahead?
October 23 - Why Are Mortgage Rates Rising?: What it means and why it's important
October 26 - Investing Update: Is Mag 7 Leadership Returning?
October 30 - My Interview With We Study Markets: I sat down for an extended interview
November
November 6 - Picking Stocks Is Hard: The challenge is as hard as ever
November 7 - Thoughts On The Election Results: The road ahead for the stock market and economy
November 9 - Investing Update: Year-End Rally Underway?
November 13 - Inbox Zero: How managing your emails to zero is possible
November 16 - Investing Update: Signs Of A Market Top?
November 20 - What's The Bear Case For Stocks?: 5 risks to this bull market
November 23 - Investing Update: Hedge Fund Buys & Holdings
November 27 - Housing Worries Are Building: 7% mortgage rates are causing a problem
November 30 - Investing Update: Is This Peak Bullishness?
December
December 4 - Generational Buying Opportunities: They've happened and will happen again
December 7 - Investing Update: New Leadership In Tech?
December 11 - The Most Misleading Chart: This data point is continually misunderstood
December 14 - Investing Update: Is The Rally Fading?
December 18 - Investing Is Like Riding A Roller Coaster: Always have your seat belt fastened
December 21 - Investing Update: A Bull Market Scare?
📅 The next Investing Update on Saturday, January 4th will be my 2024 Recap & 2025 Outlook. Be sure to watch for it.
The Coffee Table ☕
I enjoyed The Gap Between Knowing and Doing by Derek Hagen. An excellent reminder that knowing is worthless without doing. You have to act and do sonething. I know so many that fall into the perpetual learner category that never do anything with all they know.
Just before Christmas, we took a family trip to Chicago to see the Chicago Botanical Garden of Lights. It’s one of the largest lightscapes in the country. We’ve heard how awesome this was and it didn’t disappoint. It really is one of the most magical things you can do over the Christmas season. I can see why it’s as popular as it is. The kids, my wife and I all enjoyed it. Well worth the trip!
A few months back, I was finally able to get a bottle of one of my all-time favorite bourbons, EH Taylor Barrel Proof. It’s extremely hard to find and I wanted to save it for a special occasion. Hitting our Spilled Coffee milestone on Christmas called for opening it up.
To the nose I get strawberry, brown sugar, gingerbread and root beer. To taste I get pecans, caramel, vanilla, and dark fruits. I could go on as this bourbon is packed with flavor. Don’t let the high proof scare you. I get very little alcohol and instead loads of rich flavors. It’s at the top of the mountain for me. I would select a pour of this over any other bourbon I’ve had. That includes any of the Pappy Van Winkle.
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