About Tideglass

Tideglass is a thematic investing publication for the time-restricted investor — the kind who already reads enough and still arrives at trades a few months too late.

I write for investors with a real portfolio (typically $75k to half a million), a real day job, and a few years of buying themes behind them. Along the way, they’ve subscribed to four or five newsletters because every smart take they read sounded important. They’ve also bought AI late, or uranium just before the top, or some other theme they were right about, at exactly the wrong time.

The problem isn’t information. The problem is timing, integration, and discipline.

That’s what Tideglass exists to solve.

The Method - The Theme Cycle

Tideglass runs on a single proprietary frame, applied to every theme I cover: the Theme Cycle.

Every active theme — AI infrastructure, agentic AI, defense and space, energy renaissance, onshoring, robotics, stablecoins — gets placed on one of four stages:

> Denial → Discovery → Consensus → Crowded

- Denial. Unloved, unfashionable, capital exiting

- Discovery. Smart money positioning ahead of mainstream awareness

- Consensus. Mainstream-aware, valuations re-rated, allocators positioned

- Crowded. Peak FOMO, retail dominates, distribution forming

Where a theme sits is most of what determines whether you should be buying, holding, fading, or staying out. Not the headlines. Not the analyst targets. Not the conviction of any single thinker. The stage.

The Theme Cycle is applied publicly every month in the Theme Cycle Map. Each placement is reasoned, dated, and updated as the picture shifts. Over time, the pattern of how I score themes — and where I get it right or wrong — becomes the track record.

The Formats Inside Tideglass

You’ll see four recurring formats. Each does something specific.

1) Weekly synthesis

Each Monday, one decisive newsletter. I read across the best thematic minds — Citrini, Doomberg, Net Interest, Fullstack Investor, RJC Capital, MV Cunha, Serenity, and others — and tell you what they collectively are seeing this week. Where they converge, where they diverge, and what to actually do about it. No 4,000-word essays. No hedging. The conclusion is the point.

2) Theme Cycle Map (monthly)

The central artefact of Tideglass. Every active theme scored on the cycle with reasoning. The map shows the whole landscape on one page. Reference themes that aren’t deep-dive material (Mag7 valuations, uranium spot, GLP-1 majors) appear too, marked as illustration.

### 3) Trade ideas with the Sizing Closer

Every long thesis ends in the same three-line block:

- Conviction: 1–5

- Position size in the model portfolio

- Exit trigger or what would change my mind

Not advice. How I’m sizing my own exposure. The Sizing Closer is what turns a thesis from a story into a decision.

4) Thesis Status and the public track record

Monthly: every active position revisited. Still right, drifting, or abandoning. Honest.

Continuous: every trade in the model portfolio goes public on eToro within 24 hours. When I’m wrong, I say so. When I change my mind, I say why.

Who This Is For

Tideglass is for investors who:

• Read enough finance content already and want one integrating layer, not another voice

• Have $50k+ in a self-directed portfolio and treat it seriously

• Think in months and years, not days

• Want process and discipline, not signals and alerts

• Hold positions through drawdowns when the thesis holds

  Tideglass is not for:

• Day traders, options scalpers, or anyone looking for next-week timing

• Investors with sub-$10k accounts where transaction costs dominate

• Readers who want confirmation of what they already believe

• Anyone seeking “10x stocks by Friday” content
  

If you want fast hot takes and unverified picks, this will feel slow.

If you want one decisive read each week that connects the smartest thematic thinkers to actual decisions, you’ll feel at home.

What You Get When You Subscribe

Free subscribers get:

• The weekly synthesis newsletter

• The monthly Theme Cycle Map

• Access to the public model portfolio on eToro

• Paid subscribers (coming soon) will additionally get:

• Full long-form thesis posts with the Sizing Closer

• Thesis Status updates on every active position

• Subscriber-only deep dives into specific sub-themes

• Monthly retros and “what I got wrong” reviews

The first paid tier launches once the foundation is in place. Free subscribers always get the core synthesis.

What I Commit To

No one can promise performance.

Here’s what I do commit to:

• Writing as if my own capital depends on it — because it does. Every trade I publish is real money in the public eToro portfolio

• Being explicit about what I know, what I don’t, and what would change my mind

• Admitting mistakes openly and revisiting theses in public when facts change

• Naming the sources I synthesise from. No paraphrasing without attribution

• Keeping this useful for serious investors, not optimised for clicks

• Never sending a marketing email to paid subscribers
  

If that’s your way of thinking about markets, welcome inside.

hello@tideglass.co

Tideglass is for information and education only. It is not personalised investment advice. The author may hold positions in any security mentioned. Always do your own research. Investment carries risk; only invest what you can afford to lose.