Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.
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?”
Market analysis, idea generation and education from a London-based portfolio manager.
Subscribe for outlook across asset classes, along with exclusive access to a private Discord where live market insights and trades unfold.
Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.
This publication is a partnership between Capital Flows and SpearPoint Management LLC. The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.
