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?”
Must read for market trends and investment theses.
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.
I have two jobs: ALPHA GENERATOR & MOM.
That last part means I let clients know when it's safe & when it's not.
Join for the Market Timing, Sector Rotation & Thematic Trends!
Stay for Mom's Smell Test.
ALL to help you better position, profit & protect.
Concoda's weaves together detailed knowledge of the opaque markets that support our financial system with great writing and forward looking insights. Always appointment reading!
Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
