Published notes
Building a Narrative Map: How Ideas Become Markets (And Who Gets There First)Every major market shift was preceded by a narrative shift. The companies and investors who track narratives — not just data — see the market coming. Here's how to build a systematic narrative intelligence practice.8 min read Narrative Shifts Move Before Price Does: How to Read the Information PrecursorsA historical research framework for tracking how narratives move through information networks, with signals treated as hypotheses rather than predictions.8 min read The Counter-Narrative Play: Spotting What Markets Are Systematically MissingEvery dominant market narrative has a blind spot — something important that it systematically underweights or ignores. Finding and positioning around that blind spot is the highest-leverage move in information-dense markets.8 min read Oracle Intelligence: Why the Future Is Already Visible to Those Who Read the SignalsThe oracle isn't a mystic with foresight — it's an analyst with better information and a systematic approach to interpreting it. Every major market shift was preceded by visible signals. The question is who was reading them.8 min read