Market Memo: January Musings
Market Signals to Start the New Year
The period around the New Year is often a time for reflection. Here at Citrini HQ, we reflect on actionable investment opportunities for the month of January. We spent the time pulling on two very exciting (and very different) threads.
The first: we think healthcare remains a compelling sector given the technical and catalyst-driven backdrop. But the theme is evolving. The second: it’s increasingly looking like a “this time is different” situation re: power generation. We’re turning our focus to natural gas infrastructure, behind-the-meter solutions and electrical components to take advantage of this.
So without wasting any more time, let’s dive in…