At Tide Cycle, we’ve spent our careers advocating for the inclusion of public equities in portfolios as a growth engine.

In addition to investing in equities on behalf of clients, much of my retirement savings, as well as my kids’ college funds, are in the stock market. I started investing early (thanks Dad!) and as a result, we’re on track to fund both college and retirement. I’ve encouraged institutions and individuals to maintain healthy exposures to equities – largely through low-cost index funds – to pursue long-term growth. I teach financial literacy and encourage young adults to spend wisely, save, and invest.

Among its features, the U.S. stock market remains the largest and most liquid of markets, though it has increasingly seen the number of companies listed decline. Per Statista, the Japan Exchange Group (3,935 listed companies) and TMX Canada (3,717) had more public listings than NASDAQ (3,356) and the NYSE (2,143) as of January 2026. And while the market has gotten more concentrated, every economic sector and industry is still well represented, and smaller capitalization stocks trade with relative ease. Data has never been more widely available, and investors can assess and compare companies across a wide swath of financial, fundamental, and sustainability metrics.

Another feature of the U.S. market is its strong and credible regulatory environment. Laws are upheld, and perpetrators are – more often than not – brought to justice.

It’s easy to overlook how important a market’s regulatory format is, until you consider a market where the rules no longer apply. Where transgressions go uninvestigated or unprosecuted. Where settlement is a suggestion, not an obligation. Where companies are not held to account for how they represent their businesses to their customers or investors. In this environment, investors demand higher rates of return to compensate for policing their own investments, if they participate in markets at all.

Integrity is an exercise in trust. We place our trust with the thousands of listed companies and their employees, with the hundreds of millions of investors, with the exchanges and regulators. We participate in the markets even as we continually consider risk. And we recognize that like liquidity, market integrity is something taken for granted until it isn’t.

ARCHIVE
Liquidity, April 6, 2026
Democratizing Private Equity – Part II, March 23, 2026
Democratizing Private Equity – Part I, March 16, 2026
Watching the Lights Turn Red, March 9, 2026
Watching the Lights Turn Green, March 2, 2026
Las Cucarachas, February 9, 2026
Gold Math, February 2, 2026
Uncorrelated, January 26, 2026
A Contrarian Trade? January 20, 2026
Woe is Me, January 12, 2026
Investing for Impact, January 5, 2026
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.

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