Citrini
Founder & lead analyst, Citrini Research
Citrini is the pen name of James van Geelen, founder and chief executive of Citrini Research, a thematic investment research publication he launched in early 2023. He worked his way through university as a paramedic and co-founded one of Connecticut's first medical marijuana dispensaries before turning to investing. Citrini Research describes its work as thematic equity investing and global macro trading with a cross-asset approach, spanning artificial intelligence, energy, fiscal and monetary policy and secular consumer trends. In February 2026 he and Alap Shah published “The 2028 Global Intelligence Crisis”, a scenario essay about AI displacing white-collar work that drew wide coverage and debate in the financial press. In September 2026 the semiconductor and AI research firm SemiAnalysis acquired Citrini Research, which continues to publish under its own brand. He is a frequent podcast guest, including on Bloomberg's Odd Lots and Monetary Matters.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #7 | #10 | #393 | #1 | — | #68 |
| Calls | 90 | 90 | 90 | 64 | 0/10 | 96 |
| Avg return | +5.5% | +12.5% | +2.5% | +50.2% | — | +18.4% |
| vs S&P 500 | +4.8 pp | +9.6 pp | -0.1 pp | +40.2 pp | — | +13.9 pp |
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Citrini has 103 trade ideas tracked on Buzzberg across 101 tickers since November 2025. Win rate 48% across 98 evaluated calls, average return +16.1%. Ranked #10 on Buzzberg's 30-day Authors leaderboard. Most covered: QCOM, NVDA, INTC.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
