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 Analyst Consensus Trap: Why Consensus Is Latency, Not IntelligenceBy the time analyst consensus forms on a company's competitive position, the real situation has usually moved on. The intelligence edge lives in the gap between the current reality and the consensus narrative — and that gap closes fast.7 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