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 Competitive Moats Are Signals, Not Facts — How to Track Moat Erosion in Real TimeA competitive moat is not a static reality — it's a narrative that the market believes until evidence accumulates to challenge it. Tracking moat erosion before the market consensus shifts is the core of asymmetric competitive intelligence.7 min read