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Citrini’s Newsletter

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Citrini’s Newsletter
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A Tale of Two Tariffs

April 18, 2025, 2:27 p.m.

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Citrini’s Newsletter
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Market Memo: Talk to me, Goose

April 13, 2025, 6:18 a.m.

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Citrini’s Newsletter
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Market Memo: Seeing the Stag

April 3, 2025, 12:31 p.m.

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Citrini’s Newsletter
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Market Memo: Insuring Against Insanity

March 31, 2025, 11:53 p.m.

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Citrini’s Newsletter
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Haves vs. Have Nots

March 30, 2025, 9:50 p.m.

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Citrini’s Newsletter
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State of the Themes: Q1 2025

March 18, 2025, 1:05 a.m.

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Citrini’s Newsletter
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European Fiscal Primacy

March 6, 2025, 2:19 a.m.

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Citrini’s Newsletter
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Macro Memo: After the Trump Bump

Feb. 25, 2025, 4:54 p.m.

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Citrini’s Newsletter
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In Conversation: Neuronetics (STIM)

Feb. 16, 2025, 3:57 p.m.

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Market Memo: Healthcare’s AI-Powered Trump Card

Feb. 9, 2025, 8:06 p.m.

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Market Memo: Tariff-ied

Feb. 3, 2025, 3:42 a.m.

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Market Memo: DeepSeeking Answers

Jan. 26, 2025, 9:40 p.m.

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Citrini’s Newsletter
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Macro Memo: January 2025

Jan. 16, 2025, 1:39 p.m.

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Citrini’s Newsletter
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Market Memo: January Musings

Jan. 9, 2025, 7:44 p.m.

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Citrini’s Newsletter
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25 Trades for 2025

Dec. 19, 2024, 11:25 p.m.

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Citrini’s Newsletter
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In Conversation: December 2024

Dec. 9, 2024, 2:39 p.m.

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Citrini’s Newsletter
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Macro Memo: Hawkish Dovishness

Dec. 6, 2024, 6 p.m.

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Citrini’s Newsletter
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Market Memo: Markets Gone RF-Krazy

Nov. 20, 2024, 1:18 a.m.

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Citrini’s Newsletter
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Long Thesis: American Superconductor

Nov. 8, 2024, 3:30 p.m.

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Citrini’s Newsletter
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State of the Themes: Q4 2024

Nov. 5, 2024, 12:53 a.m.

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Citrini’s Newsletter
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Market Memo: Airlines

Nov. 1, 2024, 10:31 a.m.

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Citrini’s Newsletter
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Macro Memo: Will Schrödinger’s Soft Landing Strike Again?

Nov. 1, 2024, 10:03 a.m.

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Citrini’s Newsletter
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In Conversation: Alpha Teknova (TKNO US)

Oct. 14, 2024, 1:58 a.m.

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Citrini’s Newsletter
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Another Brick in the Wall of Worry: Our Annual China Macroeconomic Update

Oct. 8, 2024, 1:40 p.m.

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Datanote: September ISM & JOLTS: As part of our August 2024 Macro Memo, we opined:

Oct. 1, 2024, 6:57 p.m.

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