TYME Advisors

Q1 2026 Portfolio Commentary

A Long/Short Longboat Update

May 3 • Taylor Herzog, CFA, CAIA

1

April 2026

How the Crown Conquered the Conquests of the Conquistador

Why blueprints of imperial wealth extraction offer the modern allocator a historically tested asymmetrical refuge from structural fiat debasement.

Apr 19 • Taylor Herzog, CFA, CAIA

1

March 2026

Q4 2025 Portfolio Commentary

A Long/Short Longboat Update

Mar 1 • Taylor Herzog, CFA, CAIA

October 2025

Q3 2025 Portfolio Commentary

A Long/Short Longboat Update

Oct 6, 2025 • Taylor Herzog, CFA, CAIA

1

1

September 2025

From Gold to Code

A first-principles look at the history of money and why Bitcoin is a possible ally for proponents of sound money.

Sep 29, 2025 • Taylor Herzog, CFA, CAIA

1

1

Your Tax Loss Harvesting is Broken

Here's How to Fix It.

Sep 21, 2025 • Taylor Herzog, CFA, CAIA

1

Economy Slows, Stocks Soar

A Market Paradox Explained

Sep 11, 2025 • Taylor Herzog, CFA, CAIA

July 2025

What is Money?

Let us explore its nature, purpose, and properties.

Jul 7, 2025 • Taylor Herzog, CFA, CAIA

1

1

March 2025

Japan

Why Now?

Mar 17, 2025 • Taylor Herzog, CFA, CAIA

Global Armaments

Why Now?

Mar 13, 2025 • Taylor Herzog, CFA, CAIA

1

July 2024

How We Sail Managed Portfolios

Consider Why The Second Mouse Gets the Cheese

Jul 17, 2024 • Taylor Herzog, CFA, CAIA