Browse live theses from the public API, filter by family or direction, follow the evidence behind every call, and pivot into your saved watchlist when you want a tighter research queue.
Filter by thesis family, direction, regime dependency, or confidence level.
The claim bundle indicates that China's economy has shown stronger-than-expected growth in the first quarter of 2026, despite the limited impact of the war in Iran on its economy. This suggests a bullish outlook for China's economic growth, although consumer spending remains weak.
High confidence
The claim bundle suggests that the acceleration in loan growth and a potential shift towards more aggressive lending by banks could support equity markets. Erik's observations indicate a top-down tone shift towards growth, with banks like Barclays and Unicredit setting more aggressive lending targets.
High confidence
The claim bundle indicates that China's economy grew by 5% in the first quarter, and the decline in home prices has eased, which supports a bullish outlook for economic recovery.
High confidence
The claim bundle highlights strong earnings reports from major banks, positive developments in the private credit market, and indications of economic growth in China. These factors contribute to a bullish outlook for equities and overall market optimism.
High confidence
The claim bundle indicates that the ongoing earnings season is driving equity market gains, with Wall Street traders at Morgan Stanley and Bank of America cashing in on record gains. This development is seen as positive for equities, as it reflects strong corporate performance and investor confidence.
High confidence
The claim bundle suggests that the AI market represents a significant growth opportunity, estimated at $15 to $20 trillion. However, the competition among major AI companies like OpenAI, xAI, Anthropic, and Gemini is intense, and the outcome of this competition remains uncertain.
High confidence
The claim bundle indicates that Bank of America Corp.'s traders achieved the highest quarterly revenue in over a decade, driven by a 30% increase in equity trading revenue to $2.8 billion in the first quarter. This strong performance in equity trading is a positive indicator for the bank's overall growth and revenue generation.
High confidence
The claim bundle indicates that ASML has raised its full-year sales forecast due to the surge in global artificial intelligence spending, which fuels semiconductor production and boosts demand for the company's advanced chipmaking machines. This development is seen as positive for equities in the semiconductor sector, as it reflects strong growth in the AI-driven semiconductor market.
High confidence