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Research notes, tactical updates, and market context from Banana Options — every edition in one place.

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2026-04-12 by FADER

Citrini Analyst #3 Field Trip & SaaSpocolypse back in full force

Too many headlines? Why not go and see it for yourself; atleast, that's what Citrini analyst #3 did.

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2026-03-30

Geopolitical Volatility and the AI Reckoning

The 10-day countdown to a global force majeure crisis, the yuan's assault on the petrodollar, unprecedented market corruption, and why OpenAI just pulled the plug on Sora.

2026-03-26

The Private Credit Crisis: Why 2026 Is Different

The $1.5 Trillion Illiquidity Bomb