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?”
This newsletter - Eternally Paranoid - is a new newsletter written by two like-minded technologists based in America and Europe who believe in market-driven innovation and seek to add value for busy engineers, executives, analysts, and portfolio managers.
AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
Wall Street analyst delivering actionable insights on industrial tech stocks in emerging industries, including robotics, drones, optical networking & digital manufacturing. Follow for insights that rival the best sell-side research. Not financial advice.
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time