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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?”

Newsletter · By Citrini · English · Paid tier available · Official site

Indexed issues, last 90 days
6
Latest publication
Sep 22, 2026
Audience
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Earliest in this view
Jul 20, 2026

Latest issues

  1. Issue · Sep 22, 2026

    Agentic Reality (opens the original)

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    <img alt="" class="sizing-normal" height="1941" src="https://substackcdn.com/image/fetch/$s_!DdvA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdff7c304-327a-42cd-b982-36723692e299_1536x2048.p

  2. Issue · Sep 16, 2026

    Robotics Tipping Point: A Citrini Field Trip (opens the original)

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    <img alt="" class="sizing-normal" height="824" src="https://substackcdn.com/image/fetch/$s_!jcmZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3c44e140-dc51-4abc-a9df-1f5b56d114ff_1667x943.png"

  3. Issue · Aug 27, 2026

    Macro Memo: Regime Change (opens the original)

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    <img alt="" class="sizing-normal" height="1092" src="https://substackcdn.com/image/fetch/$s_!CB0h!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F299cfcc7-f470-4a7e-9424-71f50fa23fac_2048x1536.p

  4. Issue · Aug 12, 2026

    Missile Restocking (opens the original)

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    Our goal at Citrini is to identify trends that are going to sustain longer than a few good earnings reports. And while the collective attention of market participants has been fixated on building out compute, capital cycles where the duration and magnitude are both underpriced…<div class="image2-inse

  5. Issue · Aug 7, 2026

    Protection Matters (opens the original)

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!GCQE!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F62371c75-c9a6-457e-9dd4-56fe964ab31a_2048x1152.pn

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