Sitemap - 2024 - Citrini Research
In Conversation: December 2024
Macro Memo: Hawkish Dovishness
Market Memo: Markets Gone RF-Krazy
Long Thesis: American Superconductor
Macro Memo: Will Schrödinger’s Soft Landing Strike Again?
In Conversation: Alpha Teknova (TKNO US)
Another Brick in the Wall of Worry
Datanote: September ISM & JOLTS
Analytical Frameworks: Evaluating Payments
Citrindex Retrospective: Post September FOMC
Healthcare’s Cyclical Inflection
Citrindex Retrospective: July 2024
Global Macro Trading for Idiots: Part Four
In Conversation: Credo Semiconductor
Thematic Memo: Inference on Device
CitriniResearch Disclaimer, Terms & Conditions
Citrini Retrospective: June 2024
Thematic Memo: Chevron Deference & PFAS
In Conversation: Tetra Tech Inc.
The Utility of Bubbles: The Intersection of Fiscal & AI
Annual Review: AI Thematic Highlights
Citrindex One-Year Anniversary
Citrindex May Update & Rebalance
Citrindex Performance Update April 2024
Market Memo: The Day After Tomorrow
Global Macro Trading for Idiots
CitriniResearch Q1 Review & Outlook
Global Macro Trading for Idiots: Part Three
Election 2024: Investment Implications & Preparations
Core Portfolio: February Performance
Biopharma Basket Bullishness & GLP-1 Developments
Trade Retrospective: Long Cloudflare+Crowdstrike / Short Okta
State of the Themes January 2024