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 | 131 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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citriniresearch.comLatest Issues
Semis Memo: Supply Chain Inheritance
Power & Analog Semis, CPUs in the Agentic Era, Neoclouds, Material Bottlenecks, Korea Unlocked
Introduction
Flash Note: Defense Production Act
The Continued Intersection of Fiscal and AI
We have long spoken about how power is the most obvious intersection between our two largest themes of the decade. This is a brief update on the longstanding trend.
Strait of Hormuz: A Citrini Field Trip
Analyst #3 on Assignment
Introduction
Agentic Utilities
Always On, Never Prompted
Introduction
Let There Be Light
Revisiting the Optics & AI Connectivity Theme
Introduction
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Citrini Research.
| Subscribers | Engagement | 87 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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| Ranked Keywords | 3.7k | Monthly Search Traffic | Top Keywords |
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Authors
The writers behind this newsletter.
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?”
Optimistic AI Realist. Public mkts investor and biz builder. Cofounder: LOTUS Investment Management, Littlebird.ai, Thistle, Sentieo
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