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?”

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.

Looking for companies with attractive valuations that can achieve promising long term equilibrium.

Differentiated, value-added insights into the themes driving the global political economy and markets.

Improve your investing returns by thinking differently.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Curating multidisciplinary investing, business, and other readings.

I review hundreds of charts across macro everyday, pulling out the best, so you don't have to.

Research journal of a securities analyst