Citrini Research provides insights 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 |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 138 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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citriniresearch.comLatest Issues
Macro Memo: Regime Change
Treasury-Fed Accord 2.0 and Banking Reform
One of the first reports Citrini ever circulated was a thesis arguing that Silicon Valley Bank was technically insolvent and at serious risk of failing. In March 2023, SVB collapsed and the report...
Missile Restocking
The Bottleneck Moves to the Battlefield
Our goal at Citrini is to identify trends that are going to sustain longer than a few good earnings reports. And while the collective attention of market participants has been fixated on building out...
Protection Matters
Cybersecurity’s Winners and Losers
Nuance has not been an especially strong suit of the AI Trade to date.
All Along the AI Watchtower
Qualcomm’s Card, the Builder’s Toolkit, Enterprise Spending, and… PEMDAS
Bob Dylan wasn’t musing about artificial intelligence related capital expenditures when he wrote “All Along the Watchtower”. Still, he managed to summarize the AI val...
Small Themes: June 2026
Five Big Trades in AI’s Blind Spot
Attention Tax
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Citrini Research provides insights 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?”
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