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Citrini

Citrini Research

Insights on thematic equity investing, global macro trading with cross-asset, lateral thinking.

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Another_Brick_in_the_Wall_of_Worry_1
October 8, 2024

Another Brick in the Wall of Worry

Analytical Frameworks: Evaluating Payments
September 30, 2024

Analytical Frameworks: Evaluating Payments

Can_You_Hear_Me_Now__1
August 26, 2024

Can You Hear Me Now?

At CitriniResearch we attempt to highlight and demystify themes that will define the market’s distribution of returns for years to come.

Our Research

We research market themes & narratives to identify the "megatrends".

Analytical Frameworks: Evaluating Payments
September 30, 2024

Analytical Frameworks: Evaluating Payments

Can_You_Hear_Me_Now__1
August 26, 2024

Can You Hear Me Now?

Healthcare_s_Cyclical_Inflection_1
August 7, 2024

Healthcare’s Cyclical Inflection

Interconnects_101_1
July 3, 2024

Interconnects 101

The_Utility_of_Bubbles__The_Intersection_of_Fiscal___AI_1
June 5, 2024

The Utility of Bubbles: The Intersection of Fiscal & AI

High_Quality_H2O_1
May 7, 2024

High Quality H2O

Election_2024__Investment_Implications___Preparations_1
March 5, 2024

Election 2024: Investment Implications & Preparations

24_Trades_for_2024_1
December 21, 2023

24 Trades for 2024

Analytical_Frameworks__Evaluating_Banks___Insurers_1
September 29, 2023

Analytical Frameworks: Evaluating Banks & Insurers

China_at_the_Crossroads_1
August 24, 2023

China at the Crossroads

Upgrading_from_Overweight__The_Effects_of_GLP_1_Drugs_on_the_Investment_Landscape_1
July 11, 2023

Upgrading from Overweight: The Effects of GLP-1 Drugs on the Investment Landscape

Artificial_Intelligence__Global_Equity_Beneficiaries_1
May 31, 2023

Artificial Intelligence: Global Equity Beneficiaries

Latest Market Memos

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Datanote: September ISM & JOLTS

October 1, 2024

Macro Memo: August 2024

September 5, 2024

GLP-1 Check In

June 11, 2024

Market Memo: The Day After Tomorrow

April 16, 2024

Retrospective

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Retrospective
September 20, 2024

Citrindex Retrospective: Post September FOMC

retrospective
August 7, 2024

Citrindex Retrospective: July 2024

Retrospective
July 2, 2024

Citrini Retrospective: June 2024

Retrospective
June 3, 2024

Annual Review: AI Thematic Highlights

Citrini In Conversation

Citrini&TKNO
October 14, 2024

In Conversation: Alpha Teknova (TKNO US)

Citrini&CRDO
July 15, 2024

In Conversation: Credo Semiconductor

Citrini&TetraTech
June 18, 2024

In Conversation: Tetra Tech Inc.