How do we access the 26 Trades for 2026 Citrindex Portal Links as a paid Substack subscriber ? The links are prompting a creation of a new paid account that seems separate from the Substack subscription.
Citrini, welcome back. I’m surprised to not see some of your H2 trade ideas like natural gas, utilities, TIC. Were you exclusively sticking to new ideas, or what?
Starfighters Space or FJET ? That sounds like a bad space company like Nikola Electric vehicle. FJET uses F-104s from the 1970s which is out of service tech. How is it useful for space applications ? I don't see anything mentioned about that in the thesis, other than it can "shoot" rocket payloads into space. Is it a cheap replacement for rockets or something else ? Sure, one can research further, but I was hoping for some more details.
It looks like most of these stocks are already up a lot like 100 to 300 %. Sure, some could go to 1000% also. But it seems like too late to enter most of them. I wanna know who are the people who got them around April 2025 at cheap prices & rode the hockey stick up. How did they know when to enter without getting such reports around Apr 2025 ?
Have you taken a look at $TKO for Bread & Circus and World Cup… UFC goes to CBS and the White House, WWE back in Vegas for Mania and VIP travel packages for World Cup?
Some baskets like the spreadsheet for PTSD are accessible without an additional subscription, while for others like Bullshit Jobs the "here" link is to Citrindex, although the securities are listed in the PDF.
Love the themes, even if they don’t play out the frameworks are compelling. Would be curious to understand the tools you use for the screening process.
Hi James, I like the 26 trades piece, any chance to see the list of stocks in the various baskets, maybe as a post? I think the subscribers to your substack should be able to see the stocks, at least once. Thx.
Hi Citrini, I saw your trade on long Indonesia short Vietnam. There is a point that you may miss, which is how concentrated the index is in Vingroup ecosystem. Think of it like a Samsung/Huyndai where this company intertwined itself deeply into the Vietnam economy and politics. If VIC/VRE/VHM continue to pump like this year, it will single handedly carry the index. On the other hand, that's one of the biggest risks as well.
Love the themes for 26. As a new subscriber, how do you recommend starting to build the positions in line with the citrindex? Seems like trying to replicate it all would be very hard/be buying at a bad location. Scaling in on just new trades would take forever. Any advice on how others have started would be much appreciated!
How do we access the 26 Trades for 2026 Citrindex Portal Links as a paid Substack subscriber ? The links are prompting a creation of a new paid account that seems separate from the Substack subscription.
Can access the spreadsheet. Thanks. Is there a way to access report? Substack has me in some kind of loop and no one works there apparently.
What did you find here??? I am having same issue
There is a spreadsheet containing the baskets linked to the article above for substack-only subscribers
Citrini, welcome back. I’m surprised to not see some of your H2 trade ideas like natural gas, utilities, TIC. Were you exclusively sticking to new ideas, or what?
Yes! Our year end piece solely focuses on new ideas. Updates to existing ideas get posted throughout the year.
How are the commodities looking post Jan 30, 2026, especially copper ?
Bullshit Jobs and Slop Bowls already sound like slam dunk winners
Starfighters Space or FJET ? That sounds like a bad space company like Nikola Electric vehicle. FJET uses F-104s from the 1970s which is out of service tech. How is it useful for space applications ? I don't see anything mentioned about that in the thesis, other than it can "shoot" rocket payloads into space. Is it a cheap replacement for rockets or something else ? Sure, one can research further, but I was hoping for some more details.
It looks like most of these stocks are already up a lot like 100 to 300 %. Sure, some could go to 1000% also. But it seems like too late to enter most of them. I wanna know who are the people who got them around April 2025 at cheap prices & rode the hockey stick up. How did they know when to enter without getting such reports around Apr 2025 ?
Does MU still stay in that basket after this runup?
Have you taken a look at $TKO for Bread & Circus and World Cup… UFC goes to CBS and the White House, WWE back in Vegas for Mania and VIP travel packages for World Cup?
TKO on its own should keep going up assuming it keeps being run well if only due to sports franchises and leagues keep breaking new valuation records
Looks like they’re struggling to sell Wrestlemania tickets due to overpricing, 2 night event and 2nd year in a row in expensive Vegas
I’m holding it for long term and would buy pullbacks like the one you are citing
Anyone think up a way to go long cocoa without having to buy $50,000 in futures?
It makes no sense to me.
Some baskets like the spreadsheet for PTSD are accessible without an additional subscription, while for others like Bullshit Jobs the "here" link is to Citrindex, although the securities are listed in the PDF.
What is the game here?
Love the themes, even if they don’t play out the frameworks are compelling. Would be curious to understand the tools you use for the screening process.
Hi James, I like the 26 trades piece, any chance to see the list of stocks in the various baskets, maybe as a post? I think the subscribers to your substack should be able to see the stocks, at least once. Thx.
Hi Citrini, I saw your trade on long Indonesia short Vietnam. There is a point that you may miss, which is how concentrated the index is in Vingroup ecosystem. Think of it like a Samsung/Huyndai where this company intertwined itself deeply into the Vietnam economy and politics. If VIC/VRE/VHM continue to pump like this year, it will single handedly carry the index. On the other hand, that's one of the biggest risks as well.
Love the themes for 26. As a new subscriber, how do you recommend starting to build the positions in line with the citrindex? Seems like trying to replicate it all would be very hard/be buying at a bad location. Scaling in on just new trades would take forever. Any advice on how others have started would be much appreciated!
Would you consider ticket resellers like STUB getting a lift from the world cup as well?
Druckenmiller is an investor in the name post IPO
Sent you a dm :)