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Who Holds the Cards?
Macro Backdrop of the Trump Trade War II
May 6
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Citrini
71
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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
101
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Thematic Primer: Artificial Intelligence, Phase 2
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31
A Tale of Two Tariffs
History Doesn’t Repeat, But it Does Plagiarize
Apr 18
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439
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A Tale of Two Tariffs
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66
Market Memo: Talk to me, Goose
Healthcare Turbulence, Organoids, CitriniResearch Finally Seeks Professional Help
Apr 13
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Citrini
61
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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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Citrini
133
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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
60
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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
and
The Last Bear Standing
175
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Haves vs. Have Nots
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14
State of the Themes: Q1 2025
Our Quarterly Review
Mar 18
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Citrini
56
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State of the Themes: Q1 2025
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9
European Fiscal Primacy
A Cure for the Sick Man?
Mar 6
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Citrini
78
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European Fiscal Primacy
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6
February 2025
After the Trump Bump
Fiscal Primacy Cuts Both Ways
Feb 25
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Citrini
109
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After the Trump Bump
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13
In Conversation: Neuronetics (STIM)
Our Conversation with STIM on the Future of Mental Health
Feb 16
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Citrini
90
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In Conversation: Neuronetics (STIM)
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5
Market Memo: Healthcare’s AI-Powered Trump Card
Updates to our Healthcare Innovation Thematic for the Trump 2.0 and AI Enablers Era
Feb 9
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Citrini
96
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Market Memo: Healthcare’s AI-Powered Trump Card
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