US
June 2026Live view →
Where the voices land
All voices 1 voice1 improving
Bullish
- MPMarko PapicBullish Papic sees the US repositioning itself onto the winning side of the Ukraine conflict. “The US is basically orienting itself back towards the "winning side," which is not Moscow.” Open the post This was pretty definitive criticism of the Krem… · 25 Jun
1 improving
Also asked
Risk 1 voice← rising · easing →1 rising
Negative
- SMShanghai Macro StrategistNegative US AI monetization failing to justify the massive capital and infrastructure investment is a risk that could derail the rally. “if monetization ultimately fails to justify the economics behind the massive capital and infrastructure investment” Open the post Exactly. I think there are only two things that … · 17 Jun
Mentions
28 in June 2026Sun 31Mon 1 · 4Wed 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Erik Townsend 6 mentions
- Jonny Matthews | SuperMacro 5 mentions
- Patrick Ceresna 4 mentions
- Jeffrey Currie ++ 3 mentions
- Max Wiethe 2 mentions
- Grant Williams 2 mentions
- Rory Johnston 2 mentions
- Shanghai Macro Strategist 2 mentions
See what your own voices say about US, every morning.
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