Occasional observations about markets, data, and the broader world.
Founder @Rose.AI
Previously at Bridgewater, Lehman.
Citrini Research provides insight on thematic equity investing and global macro tradingโwith cross-asset, lateral thinking. Our promise: youโll never have to ask โwhatโs the trade?โ
Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses.
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