Archive - Citrini Research

Macro Memo: Hawkish Dovishness

Soft Landing on Track and the Fed Cuts in December

Dec 6 •

November 2024

Market Memo: Markets Gone RF-Krazy

Medtech & Healthcare Basket Update

Nov 20 •

Long Thesis: American Superconductor

A Multi-Thematic Winner that’s Powering the Next Phase of Grid Transformation

Nov 8 •

State of the Themes: Q4 2024

Earnings Review & Checking our Watchlist

Nov 5 •

Market Memo: Airlines

No Planes, No Problems

Nov 1 •

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

<Insert Generic Market Fear on Halloween Pun Here>

Nov 1 •

October 2024

September 2024

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