My personal Substack
As two students passionate about finance and investing, we aim to leverage our knowledge and skills to provide our community with curated investment recommendations spanning various industries.
An independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas.
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?”
Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...