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.
Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.
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.
