25 Stocks That Beat The S&P By 54% This Year
Submitted by QTR's Fringe Finance
As shown below, my 25 Stocks I’m Watching for 2025 wound up beating the S&P 500 on a combined equal weighted basis by about 54% this year*.
In the next week or so I’ll be releasing my 26 Stocks I’m Watching for 2026, laying out not only my macro take heading into the new year, but individual equities, ETFs and sectors that I find worthwhile to watch in the year ahead.
You can view all of my 2025 picks now for free here.
🔥 70% OFF | I’m offering a 70% off all annual plans for this weekend for anyone who wants access to the upcoming list, which will be offered to paid subscribers only. The discount remains for as long as you wish to stay a subscriber: Get 70% off forever
This week I also wrote about Blue Owl Capital’s decision this morning to walk away from a $10bn data center deal for Oracle and why it could mark the shit hitting the fan:
This Is What It Looks Like When Shit Hits The Fan
I also wrote about reporting that Tether is blocking discounted share sales while promoting a $500 billion valuation sharpens my skepticism. When a company is this large, this central, and this resistant to basic transparency, it is not unreasonable to conclude that something still doesn’t smell right.
The Red Flags Multiply For Tether
Here’s what else is new on the blog:
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This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. If you see numbers and calculations of any sort, assume they are wrong and double check them. I failed Algebra in 8th grade and topped off my high school math accolades by getting a D- in remedial Calculus my senior year, before becoming an English major in college so I could bullshit my way through things easier.
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*numbers not double checked, price levels not total returns, was best effort as of 12/19/25 prior to the cash open, do your research elsewhere