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Citrini Research

Citrini

Citrini Research provides insight on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Platform
Substack
PricingFreemiumPublishesWeekly
Issues86SubscribersRead citriniresearch.com

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#104
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#2
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

In Conversation: December 2024

Two Thematic Winners

11 days ago
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Macro Memo: Hawkish Dovishness

Soft Landing on Track and the Fed Cuts in December

14 days ago
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Market Memo: Markets Gone RF-Krazy

Medtech & Healthcare Basket Update

a month ago
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Long Thesis: American Superconductor

A Multi-Thematic Winner that’s Powering the Next Phase of Grid Transformation

a month ago
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Authors

The writers behind this newsletter.

  • Citrini

    Holistic market analysis & truly cross-asset trading. Thematic Equity Investing, Market Overviews & Trade Ideas. Plus some financial history stuff, for fun.

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