Citrini Research provides insight on thematic equity investing, global macro trading with cross-asset, lateral thinking. My promise: you’ll never have to ask “what’s the trade?”.
Holistic market analysis & truly cross-asset trading. Thematic Equity Investing, Market Overviews & Trade Ideas.
Plus some financial history stuff, for fun.
Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.
Daily Market Movements and Deep Analysis equivalent to Fund Research. Welcome to the Tribe friends