Archive - Citrini Research

The New WFH (War From Home)

Missile Defense, Counter-Unmanned Technology, Electronic Warfare, and Surveillance

Jun 23 •

In Conversation: Ouster (OUST US)

Sensing an Opportunity in Sensing

Jun 19 •

Macro Memo: Summer Blues

The Economy Hums Along

Jun 17 •

May 2025

Rough Seas Make Strong Sailors

Navigating the Healthcare Policy Tsunami

May 28 •

Humanoid Robots

Thematic Primer: A Future Secular Story at a Current Cyclical Price

May 16 •

Who Holds the Cards?

Macro Backdrop of the Trump Trade War II

May 6 •

April 2025

March 2025

Market Memo: Insuring Against Insanity

Narrowing down "Haves vs. Have Nots", Healthcare & NatGas Updates, New Baskets

Mar 31 •

Haves vs. Have Nots

The <Wealth-Effect/AI-Powered/White-Collar/Trade-Policy> Driven Recession?

Mar 30 •

and

The Last Bear Standing

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