Missile Restocking

Our goal at Citrini is to identify trends that are going to sustain longer than a few good earnings reports. And while the collective attention of market participants has been fixated on building out compute, capital cycles where the duration and magnitude are both underpriced…2018 was likely the cheapest year for organized protection in recorded history: Pax Romana and Pax Britannica can’t hold a candle to the supposed “End of History” in the late 2010s. Today, even as regional conflicts have p...