Citrini (@citrini)
@citrini
Thematic, Cross-Asset Investment Research
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Morgan Stanley’s price discovery happens on @tradexyz
At this rate, the concerns over Oracle’s debt to equity ratio won’t matter, they can simply extinguish their debt by pulling a couple sticks of DRAM out of a server and reselling them.
Strait of Hormuz: A CitriniResearch Field Trip
The Field Report from Analyst #3# is live.
I spent 100 hours over the past week researching, writing and editing the piece we just put out.
It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.
And we’ve released it for free. Hopefully you enjoy it.
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