The AI engine is offline (last seen Aug 12, 05:02 UTC). Scores are shown as of their timestamps; new theses and refreshes are queued and run the moment it returns.

Macro

Search catalysts, news stories, and pressures, or browse the trust-weighted news feed below.

Home tech energy finance healthcare defense industrial consumer communication utilities real estate raw materials
← back
defense · sector mood
2004
year mood +0.60 · +0.54 to +0.60 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.75 -0.38 0 +0.38 +0.75 Jan +0.54 Feb +0.60 Mar Apr May Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.54+0.60+0.60+0.60+0.60+0.60+0.60+0.60+0.60+0.60+0.60+0.60

Wars ran hot with the growing insurgency driving up-armor and MRAP demand, the January Moon/Mars vision boosted aerospace, and Bush's re-election ensured continuity.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 06, 2026
Top defense stories of 2004
Jan
Bush Unveils Moon and Mars Exploration Plan nbcnews.com →

President Bush announced a long-term space exploration vision to return Americans to the Moon by 2015 and eventually reach Mars, with NASA receiving $1 billion in new funding and $11 billion reallocated from existing programs. The plan involves retiring the space shuttle by 2010, building a Crew Exploration Vehicle, and establishing a lunar base as a stepping stone for deeper space missions, though critics question its high cost amid budget deficits. The initiative signals major shifts in NASA's focus and could drive increased public-private and international collaboration in space.