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The New WFH (War From Home)
Missile Defense, Counter-Unmanned Technology, Electronic Warfare, and Surveillance
Jun 23
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Citrini
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The New WFH (War From Home)
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6
In Conversation: Ouster (OUST US)
Sensing an Opportunity in Sensing
Jun 19
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Citrini
68
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In Conversation: Ouster (OUST US)
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9
Macro Memo: Summer Blues
The Economy Hums Along
Jun 17
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Macro Memo: Summer Blues
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11
May 2025
Rough Seas Make Strong Sailors
Navigating the Healthcare Policy Tsunami
May 28
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Citrini
56
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Rough Seas Make Strong Sailors
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6
Humanoid Robots
Thematic Primer: A Future Secular Story at a Current Cyclical Price
May 16
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166
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Humanoid Robots
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49
Who Holds the Cards?
Macro Backdrop of the Trump Trade War II
May 6
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96
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Who Holds the Cards?
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7
April 2025
Thematic Primer: Artificial Intelligence, Phase 2
From Infrastructure to Implementation
Apr 23
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Citrini
133
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Thematic Primer: Artificial Intelligence, Phase 2
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35
A Tale of Two Tariffs
History Doesn’t Repeat, But it Does Plagiarize
Apr 18
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451
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A Tale of Two Tariffs
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65
Market Memo: Talk to me, Goose
Healthcare Turbulence, Organoids, CitriniResearch Finally Seeks Professional Help
Apr 13
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Citrini
65
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Market Memo: Talk to me, Goose
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10
Market Memo: Seeing the Stag
Exploring Policy-Driven Slowdown & Stagflation Risks
Apr 3
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136
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Market Memo: Seeing the Stag
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4
March 2025
Market Memo: Insuring Against Insanity
Narrowing down "Haves vs. Have Nots", Healthcare & NatGas Updates, New Baskets
Mar 31
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Citrini
61
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Market Memo: Insuring Against Insanity
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6
Haves vs. Have Nots
The <Wealth-Effect/AI-Powered/White-Collar/Trade-Policy> Driven Recession?
Mar 30
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Citrini
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The Last Bear Standing
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Haves vs. Have Nots
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