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 suggests that heavy Republican spending against fellow GOP candidates, rising gas prices, and higher costs for farmers could demoralize voters and threaten Republican strength in traditionally safe districts. This bearish sentiment is driven by the potential negative impact on voter morale and political outcomes.
High confidence
The claim bundle indicates that the transition from capital to labor, similar to China's economic model, may create a difficult environment for traditional financial assets. This transition could lead to mispricing of risks and a disconnect between market pricing and actual investment flows.
High confidence
The claim bundle suggests that increased liquidity is funneling into Main Street and parts of the stock market, leading to gains. The US dollar's decline and the MOVE index's decrease contribute to improved global liquidity conditions, which in turn support stock market performance.
High confidence
The claim bundle indicates that the US and China are competing superpowers with different approaches to influence and resilience. The US focuses on financial markets, while China emphasizes industrial strength. Additionally, the US is seeking to increase its industrial activity, while China aims to strengthen its financial markets.
High confidence
The claim bundle highlights the growth of tokenized equities to approximately $1B in supply since mid-2025, emphasizing that the market structure is more significant than the milestone. Notably, liquidity for tokenized equities is predominantly outside the US, with about 90% of volume occurring internationally.
High confidence
The claim bundle indicates that crude oil prices have dropped to the $100 level following reports that Iran sent a new negotiation proposal to the U.S. This suggests a bearish outlook for crude oil prices due to geopolitical developments.
High confidence
The claim bundle suggests that recent economic data and earnings prints have contributed to market optimism, particularly in the equities market. The latest manufacturing prints have topped expectations, further supporting the market rally.
High confidence
The claim bundle suggests that oil markets are reacting to uncertainties tied to both White House policy and tensions in the Persian Gulf. This neutral stance on the commodity market is supported by the claims highlighting the impact of geopolitical risks and policy decisions on oil prices.
High confidence