Citrini Research

State of the Themes: Q4 2024

Earnings Review & Checking our Watchlist

November 4, 2024

Another Brick in the Wall of Worry

Annual China Macroeconomic Update

October 8, 2024

Citrindex Retrospective: Post September FOMC

Performance Updates YTD plus “Food Wars”, Satellites, AirSculpt

September 20, 2024

Citrindex Retrospective: July 2024

Changes to our holdings, performance and “Schrodinger’s Soft Landing”

August 7, 2024

GLP-1 Competitive Environment

Updating our priors after the one-year anniversary of our original GLP-1 Primer

July 22, 2024

Citrini Retrospective: June 2024

A turbulent but resilient month for the Citrindex caps off another quarter of outperformance

July 2, 2024

Thematic Memo: Chevron Deference & PFAS

Has anything changed?

July 1, 2024

Annual Review: AI Thematic Highlights

AAPL vs. GOOGL, AI DC Power Demand, NVDA/CRDO/CGNX/TSMC Thoughts

June 3, 2024

Citrindex One-Year Anniversary

Year In Review & State of the Themes for June 2024

June 2, 2024

Citrindex May Update & Rebalance

Rebalancing with New Water Basket

May 7, 2024

Citrindex Performance Update April 2024

Hedging works, sometimes

April 22, 2024

CitriniResearch Q1 Review & Outlook

Core Portfolio Performance Review, Changes & Macro Outlook

April 1, 2024

Core Portfolio: February Performance

The February and YTD Performance for the Citrindex

February 29, 2024

Biopharma Basket Bullishness & GLP-1 Developments

Bios rallying in spite of persistently higher rates signals continued bullishness.

February 27, 2024

Citrindex: Monthly Update

Performance and Holdings

February 14, 2024

Trade Retrospective: Long Cloudflare+Crowdstrike / Short Okta

A short victory lap, what to do from here and then some words on assessing the risk-adjusted impact of decisions resulting in less-than-optimal PnL

February 8, 2024

State of the Themes January 2024

Core Portfolio and Thematic Basket Developments & New AI + GLP-1 Plays

January 22, 2024

Citrindex Update: January 2024

Summary of Changes to the Citrini Research Core Portfolio

January 4, 2024

Citrindex Performance Update

A Short Update on a Crazy Week

December 8, 2023

Trade Update: Holiday Edition

Long Gold/Short Oil Position Update

December 6, 2023

CitrIndex Core Portfolio Performance: Updates

Rates-maggedon went well!

November 15, 2023

The Citrindex: Part One Redux (Investment Philosophy)

Core L/S Portfolio Performance Tracking for Thematic and Single-Name Equity

October 16, 2023

The Citrindex: Part One

Core L/S Portfolio Performance Tracking for Thematic and Single-Name Equity

October 9, 2023

GLP-1 Thematic: News Update

Parsing Recent Developments in GLP-1 Drugs

September 8, 2023

Thematic Basket Chart Review

Technical levels for tactical positioning

September 5, 2023

Thematic Investing and Mega Trends

What is a "mega-trend" and how to position for them? Also - Q2 GDP Overview and Fiscal push/pull

July 27, 2023