Citrini

monero is the only cryptocurrency that is still true to bitcoin’s original vision (money you can use on the internet to buy drugs)

sellside macro research will point out widening income inequality but won’t even offer a primer on the skills you’ll need to not become the new underclass when the guillotines come out smh

https://t.co/VP2L72Dx1F

Over the course of several winters, my wife plunged into wild prairie storms to document the environment at the moment it offered conditions that could kill you in a few moments. She encountered scenes of stark beauty and unexpected life. Her work received worldwide accolades

Despite the pullback in broader Chinese equity indices, the Chinese semi names we highlighted as part of our last update, many are at 52W highs. For example - Cambricon, which we went long following Xi’s comments on semi independence months ago. We call this approach: https://t.co/pXWFO597zJ

RT @GammaSheets: This is what real alpha looks like. A legitimately impressive job in a somewhat devious & hard-to-narrow-down field. Cong…

RT @stevehouf: Smart people are generally afraid of creativity out of social embarrassment or the discomfort of lack of guidelines/“correct…

Healthcare’s cyclical inflection continues with SRT echoing MRK in calling a bottom for bioprocessing on the horizon. Meanwhile, in medtech, ELV’s poor results on higher utilization suggests a better outlook for devices https://t.co/kLjgSmTQng https://t.co/y4kkskdGRO

PS: I know baskets have been used to defer responsibility before. “Oh, we were just creating an index to track x y or z, we didn’t actually think it would be a good trade”. Not us. The ONLY thing CitriniResearch writes about or will ever write about is what we believe are https://t.co/Qo1C1aDIDc

This is the difference https://t.co/b2gPsoPaf2 provides. My goal is to reclaim basket exposure strategies from the sell-side, dominated by low-effort baskets simply used to sell more trades. Rather, our efforts present them as they should be: uniquely structured risk/return.

I am incredibly proud of the job we did with this basket. The performance of our L/S election basket (published March 5th) meant express market trump odds bottomed & rebounded strongly on August 2nd. That is ten days before Predictit and two full weeks before Polymarket. https://t.co/Si9k0QlwPC

Household delinquency rate clearly trending higher now for the first time in the cycle, e.g., 3q MA > 6q MA: https://t.co/4M7nvrp0uv https://t.co/Hi40GOVA2U

BoJ Gov. Ueda likely getting more comfortable with inflation expectations in Japan re tightening: https://t.co/IF0R4Z5Rpv

Hey that was 40% ago! $HOOD

RT @amitisinvesting: $HOOD ROBINHOOD HAS OFFICIALLY UNVEILED THEIR NEW STATE OF THE ART DESKTOP TRADING APP & IT IS CALLED "ROBINHOOD LEGE…

This is what I get for ever trying to trade natural gas. Other two worked ok tho. https://t.co/Kd9lRahxRL

#AskSNB for Gunnar Henderson: what’s your pregame breakfast ajd lunch?

Back on Varney today: https://t.co/NZa2lYMzsm

RT @corporalCocoPuf: The masculine urge to live on a boat in the Hondo Field for the next 2 months to watch for active flaring on the $SOC…

Can’t be all US eco weakness. I get the China component, but why is there no bid?

$DRUG move reminds me of the summer of 22 Hong Kong small cap IPO pump and dump schemes, a brief moment of silliness in the bear market that was extremely fun (both for the long on the way up and short afterwards)

gonna take next week of october off to prepare myself for the inevitable brain damage that trading the U.S. election will inflict upon me

I have had countless things forwarded to me with the headline “this sounds like your stuff” or “didn’t you write this a couple months ago?” My response is always the same - “glad people are coming around to my thesis, means the trade should work well”.

this is a parody account right… right? https://t.co/jvMcOpITdu

*US WEIGHS CAPPING NVIDIA, AMD AI CHIP SALES TO SOME COUNTRIES $AMD rn https://t.co/8kUkNiPRTD

whenever anyone hits you with that ice cream sales to murder correlation doesn’t equal causation stuff just respond with this

i am of the view that there are really only 2-3 good opportunities to be genuinely contrarian per year, if that. any more and you’re probably just being stubborn.

(i’m out i don’t need to find out if the deal goes through lol)

buy em when they hate em https://t.co/gv83ivWZ5h

rates are low: “bonds don’t pay shit, there is no alternative, buy stocks” rates are high: “bonds have too much drawdown risk with too little return, economy is great, buy stocks” bonds can’t catch a break

does the long BTC short MSTR trade finally work here

beautiful autumn day, SPX at ATH. hard to beat that. https://t.co/F1LvSwTLZa

imagine complaining about someone saying to buy this in april, sell it in june and buy it back in august https://t.co/P6dRO74gA1

RT @MadsCapital: https://t.co/meycR6ZNq6

Two months ago you could buy $VRT in size below $70, an insane reaction to a bunch of variables that had nothing to do with how hard the business is killing it. didn’t quite catch the lows exactly but managed to use the dip to double the size of our position below $80! https://t.co/rVbtyOoHMT

Which public companies are working on construction permitting automation?

The one wrinkle: video still has a short half life 35% of original content engagement is on brand new shows; 65% is on <2 year old shows Compare this to streaming music, where just 15-25% of engagement comes from <2 years old songs. Video just has less value in the catalog https://t.co/GbUpLCRp3C

Even though it’s still a hits-driven business (probably more so than any traditional TV network), no single Netflix show accounts for more than a few percent of total engagement - the top 20 shows add up to just 17% of global hours viewed https://t.co/LNgBBTvkyc

"THE DRAGON'S HEART" Pendant "Heart of Flame" Jewel, Gray Spinel, Sterling Silver 53mm x 22mm x 33mm (15.8ct. Zircon - Natural, Unheated) 2024 IN A PRIVATE COLLECTION https://t.co/TjwehYBuGC

"THE DRAGON'S HEART" Pendant Zircon "Heart of Flame", Gray Spinel, Sterling Silver 53mm x 22mm x 33mm 2024 Created for a client in celebration of an all-consuming, inextinguishable love. https://t.co/MGAhdRDuzS

Max is my jeweler as well. Epic stuff.

Machines of Loving Grace: my essay on how AI could transform the world for the better https://t.co/CFGd4Sbq86