We began posting our internal summaries of weekly topics of interest after a refresh of our website in September 2025. It’s been a great discipline to share our thoughts and musings outside of a smaller circle of friends and advisors, and we appreciate all of the feedback and dialogue that’s followed. Please see below a summary of topics covered in 2025, we welcome your questions and comments.

Cheers to 2026!

ARCHIVE
The MANIAC, December 8, 2025
Total Portfolio Approach, December 1, 2025
Thanksgiving, November 24, 2025
The Rising Tide, November 17, 2025
Powering AI, November 10, 2025
The Future is Female, November 3, 2025
Concentration, October 27, 2025
How We Do It, October 20, 2025
Calling a Spade a Spade, September 29, 2025
What happens after a national mid-life crisis?, September 8, 2025

Tide Cycle Resources (Tide Cycle) is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. A copy of Tide Cycle’s Forms ADV Part 2 and Form CRS are available without charge upon request. The opinions expressed are those of Tide Cycle. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. Nothing contained in this document may be relied upon as a guarantee, promise, assurance, or representation as to the future. This should not be taken as specific investment advice. We recommend consulting an investment/tax professional before making financial decisions based on any information provided.

Not all posts are archived here. Feel free to reach out if there are other topics that interest you.