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 Iran has reportedly offered a plan to open the Strait of Hormuz, which could potentially ease geopolitical tensions and impact global energy markets. This suggests a neutral stance as the claims do not indicate a clear bullish or bearish market direction, but rather highlight the ongoing geopolitical developments.
High confidence
The claim bundle indicates that China's industrial profits increased by 15.5% year-over-year in March, and the pharmaceutical sector is gaining dominance. This suggests a bullish outlook for China's industrial and pharmaceutical sectors.
High confidence
The claim bundle indicates that US-Iran peace talks have stalled, and the Fed is expected to lead an uneasy G-7 with rates kept on hold. This suggests a neutral geopolitical stance as the claims do not indicate a clear bullish or bearish market direction, but rather highlight the ongoing geopolitical tensions and the Fed's role in the global economic context.
High confidence
The claim bundle indicates that Asia's busiest earnings week may offer an early taste of the war impact, and China's tech-heavy EVs dominate the 2026 Beijing Auto Show. This suggests a neutral stance on the impact of these events on the market, as the claims do not indicate a clear bullish or bearish direction, but rather highlight the ongoing developments in the automotive and technology sectors.
High confidence
The claim bundle indicates that domestic EV makers are leading China's car market due to the latest tech and aggressive pricing, which are winning over consumers.
High confidence
The claim bundle indicates that this weekend's biggest headlines, including the shooting incident at the White House Correspondents' Dinner, will be discussed by the hosts and guests. This suggests a neutral stance as the claims do not indicate a clear bullish or bearish market direction, but rather highlight the importance of these events in the broader geopolitical context.
High confidence
The claim bundle indicates that the Federal Reserve's actions will be a key focus this week. This suggests a neutral stance as the claims do not indicate a clear bullish or bearish market direction, but rather highlight the importance of Fed policy in the broader market context.
High confidence
The claim bundle describes a significant shift in the global financial system towards programmable, instantaneous, and global money. This transformation is driven by the adoption of stablecoins and the integration of programmable money into various financial systems, including payments, asset management, and supply chains. Key players like Stripe, Uber, DoorDash, and Morgan Stanley are adapting to this new model, which eliminates traditional financial intermediaries and settlement windows. The new financial system is characterized by real-time money movement, continuous management by AI agents, and the blurring of lines between payments and asset management.
High confidence