Citrini Research is an independent research firm based in New York City that provides thematic equity investing and global macro trading insights. Founded by James van Geelen, the firm specializes in identifying transformative megatrends and delivering cross-asset, lateral-thinking analysis to institutional and sophisticated investors.

The firm covers technology, artificial intelligence, consumer trends, and macroeconomic shifts, publishing research through its website and newsletter platforms. Citrini Research has gained attention for its bold market theses and data-driven approach to thematic investing, serving a growing base of subscribers and institutional clients seeking differentiated investment perspectives.