Citrini’s Newsletter | Substack

US Fiscal Primacy

Investment Implications in the Fiscally-Led US Economy

Sep 18 •

New

Top

Community

GLP-1 Thematic: News Update

Parsing Recent Developments in GLP-1 Drugs

Sep 8 •

and

Thematic Basket Chart Review

Technical levels for tactical positioning

Sep 5 •

Institutional Client: China at the Crossroads

Aug 28 •

China at the Crossroads

Minsky Moment or Beautiful Deleveraging?

Aug 24 •

Trade Recap & Ideas

US Retail Resilience & Travel Mean Reversion

Aug 17 •

Market Memo: Enter the Titan Stapler

Updates on AI & GLP-1 Basket Earnings Snippets, Post-Earnings Fundamental Analysis, Potential Plays

Aug 8 •

Global Macro Trading for Idiots

Part One: Trading the US Yield Curve

Aug 2 •

Citrini’s Newsletter

Citrini’s Newsletter

Market News & Commentary

Recommendations

SemiAnalysis

Dylan Patel

Concoda

Concoda

Capital Flows

Capital Flows

Fabricated Knowledge

Fabricated Knowledge

Doug O'Laughlin

Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

Barry C. Knapp

Citrini’s Newsletter

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