RSS Amplifier

Blog

Citrini Research

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

citriniresearch.comSource feed ↗11 posts

Live Last read · last published · next check

Latest posts

Macro Memo: Regime Change

Treasury-Fed Accord 2.0 and Banking Reform

Missile Restocking

The Bottleneck Moves to the Battlefield

Protection Matters

Cybersecurity’s Winners and Losers

All Along the AI Watchtower

Qualcomm’s Card, the Builder’s Toolkit, Enterprise Spending, and… PEMDAS

Small Themes: June 2026

Five Big Trades in AI’s Blind Spot

Macro Memo: Spin Cycle

What Comes Out In The Warsh?

State of the Themes: June 2026

Updating Our Thematic Universe

Semis Memo: Supply Chain Inheritance

Power & Analog Semis, CPUs in the Agentic Era, Neoclouds, Material Bottlenecks, Korea Unlocked

Flash Note: Defense Production Act

The Continued Intersection of Fiscal and AI

Strait of Hormuz: A Citrini Field Trip

Analyst #3 on Assignment

Agentic Utilities

Always On, Never Prompted