Morning Note
Morning Note — 2026-03-24 (built 05:15 UTC), 190 posts today across 10 subreddits.
Regime: risk-off — led by dollar_strength, while technology_paradigm_shift continues to cool.
Current Top Market Narratives
1. dollar_strength ⚠️ skepticism z=+1.95 ⚠️ uncertainty z=+1.81
- confidence z=-1.50
- fear z=+0.82
- frustration z=-0.64
- greed z=+0.41
- hope z=-1.12
- optimism z=+0.96
- panic z=+1.46
- skepticism z=+1.95
- uncertainty z=+1.81
2. banking_crisis ⚠️ hope z=-4.10 ⚠️ optimism z=-1.89
- confidence z=+0.59
- euphoria z=-0.82
- fear z=+1.08
- frustration z=+1.53
- greed z=+0.88
- hope z=-4.10
- optimism z=-1.89
- panic z=+0.16
- skepticism z=+0.57
- uncertainty z=-0.37
3. energy_insecurity
- confidence z=+0.24
- euphoria z=-0.40
- fear z=-0.55
- frustration z=+0.11
- greed z=-1.16
- hope z=+1.25
- optimism z=+1.12
- panic z=+0.59
- skepticism z=+0.87
- uncertainty z=-1.05
4. commodities_supercycle
- confidence z=-1.29
- euphoria z=+0.75
- fear z=+0.79
- frustration z=+1.25
- greed z=-0.21
- hope z=+0.71
- optimism z=+0.43
- panic z=+0.63
- skepticism z=+1.28
- uncertainty z=-1.35
5. geopolitical_risk ⚠️ skepticism z=+2.17 ⚠️ frustration z=+1.69
- confidence z=+0.74
- euphoria z=-0.46
- fear z=+1.52
- frustration z=+1.69
- greed z=+0.72
- hope z=+1.44
- optimism z=+0.12
- panic z=+1.11
- skepticism z=+2.17
- uncertainty z=+0.99
What Changed Since Yesterday
geopolitical_risk down: -50%
-7.78 DoD change — now at 56th percentile; breadth 10 subreddits.
- confidence z=+0.32
- euphoria z=-1.13
- fear z=+0.32
- frustration z=+0.25
- greed z=+0.14
- hope z=+0.47
- optimism z=-0.52
- panic z=+0.38
- skepticism z=+1.26
- uncertainty z=+0.24
energy_insecurity down: -56%
-5.62 DoD change — now at 57th percentile; breadth 8 subreddits.
- confidence z=+0.90
- euphoria z=-0.88
- fear z=-0.41
- frustration z=-0.44
- greed z=-1.44
- hope z=+0.29
- optimism z=-0.25
- panic z=+0.04
- skepticism z=+1.01
- uncertainty z=+0.30
AI_boom down: -72%
-3.50 DoD change — now at 33th percentile; breadth 9 subreddits.
- confidence z=+0.40
- euphoria z=+2.73
- fear z=+0.15
- frustration z=-0.19
- greed z=+0.11
- hope z=+0.31
- optimism z=+0.32
- panic z=+0.00
- skepticism z=+0.29
- uncertainty z=+0.32
What Changed Since Last Week
technology_paradigm_shift: -51% WoW — trend decelerating
-2.01 absolute WoW change over the last 3 days.
- confidence z=+0.07
- euphoria z=-2.23
- fear z=+1.19
- frustration z=+1.63
- greed z=-0.84
- hope z=-0.34
- optimism z=-0.66
- panic z=+2.97
- skepticism z=+1.35
- uncertainty z=+2.90
AI_boom: -57% WoW — trend decelerating
-1.75 absolute WoW change over the last 3 days.
- confidence z=+0.71
- euphoria z=+2.11
- fear z=-1.04
- frustration z=-1.94
- greed z=-1.51
- hope z=-0.52
- optimism z=+0.22
- panic z=+1.20
- skepticism z=-0.58
- uncertainty z=+1.33
crypto_adoption: -43% WoW — trend decelerating
-1.39 absolute WoW change over the last 3 days.
- confidence z=-0.37
- euphoria z=+2.61
- fear z=-1.06
- frustration z=+1.47
- greed z=-1.68
- hope z=+1.91
- optimism z=-0.23
- panic z=-2.01
- skepticism z=+0.27
- uncertainty z=+0.19
Emotion & Positioning Read
Sentiment: fear elevated, skepticism neutral
Fear z-score: +1.28 — Skepticism z-score: +0.69.
Fear most concentrated in technology_paradigm_shift
Average fear score for technology_paradigm_shift: 0.70.
Narrative-weighted fear across top 3 narratives
banking_crisis (0.55), energy_insecurity (0.67).
Novelty / New Information
Novelty: normal
Jensen–Shannon divergence: 0.018 vs 7-day baseline 0.041.
Watchlist
Watch dollar_strength: if it remains above p81 for 3 days
Action: EM underweight, USD longs.
Watch geopolitical_risk: WoW rising (+21%)
If trend continues → defensive tilt / energy hedge bias.
Watch recession / banking_crisis: elevated attention detected
If WoW continues rising and banking_crisis fear > 0.75 → raise quality bias, consider duration hedge.
Data Quality Notes
Percentage changes may be amplified from near-zero baselines
Moves from near-zero base can inflate % change; we prioritize absolute change and percentile ranks.
Data source: Reddit (retail/discussion attention)
Coverage is Reddit-based; interpret as retail/discussion attention, not institutional positioning.
Details (exact values)
Regime components: fear_z=+1.28, regime_score=+1.37
| Narrative | Trend | Att. Today | DoD | WoW | Pctile 30d | Breadth |
|---|---|---|---|---|---|---|
| geopolitical_risk | 7.9063 | -7.7750 | +1.3611 | 56th | 10 | |
| energy_insecurity | 4.4253 | -5.6228 | +0.3523 | 57th | 8 | |
| commodities_supercycle | 2.8374 | -3.2335 | +0.2333 | 57th | 8 | |
| technology_paradigm_shift | 1.9539 | -2.3948 | -2.0085 | 36th | 10 | |
| sector_rotation | 1.9488 | -2.1233 | +0.3941 | 50th | 8 | |
| crypto_adoption | 1.8304 | -2.7238 | -1.3927 | 37th | 5 | |
| recession | 1.7573 | -2.0311 | -0.2302 | 33th | 9 | |
| inflation | 1.4842 | -2.0965 | -1.3162 | 37th | 9 | |
| AI_boom | 1.3385 | -3.4971 | -1.7526 | 33th | 9 | |
| banking_crisis | 1.2849 | -0.4309 | -0.2281 | 67th | 9 |
Database Overview
| Table | Rows | Columns |
|---|---|---|
emotion_scores | 11,063 | id, post_id, emotion, score |
fetch_runs | 99 | id, started_at |
narrative_gap_analyses | 43 | id, analyzed_at, max_age_days, max_score, post_count, common_narrative, narrative_certainty, common_emotion, raw_response |
narrative_scores | 7,492 | id, post_id, narrative, score |
post_rankings | 23,620 | id, run_id, post_id, subreddit, rank |
posts | 5,114 | id, subreddit, title, selftext, url, reddit_score, num_comments, created_utc, retrieved_at, analyzed_at |
sqlite_sequence | 5 | name, seq |
Posts
5,114 total posts | 3,654 analyzed
By Subreddit
| Subreddit | Posts |
|---|---|
| r/ValueInvesting | 810 |
| r/cryptocurrency | 734 |
| r/wallstreetbets | 693 |
| r/investing | 657 |
| r/economics | 607 |
| r/stocks | 575 |
| r/StockMarket | 406 |
| r/options | 351 |
| r/finance | 107 |
| r/TrueReddit | 69 |
| r/SecurityAnalysis | 69 |
| r/PoliticalDiscussion | 36 |
Narrative Scores
Fastest-Growing Narratives (Attention Movers)
Ranked by weighted DoD (40%) + WoW (60%) absolute attention change. Most recent day: 2026-03-24
| Narrative | Attention Today | Day-over-Day | Week-over-Week |
|---|---|---|---|
| dollar_strength | 0.9608 | -0.3013 (-23.9%) | +0.4877 (+103.1%) |
| crypto_regulation | 0.0000 | +0.0000 (+0.0%) | +0.0000 (+0.0%) |
| interest_rate_cut | 0.0000 | +0.0000 (+0.0%) | +0.0000 (+0.0%) |
| dollar_weakness | 0.0000 | +0.0000 (+0.0%) | +0.0000 (+0.0%) |
| earnings_miss | 0.0278 | -0.0035 (-11.1%) | +0.0000 (+0.0%) |
| interest_rate_hike | 0.0333 | -0.0042 (-11.1%) | +0.0000 (+0.0%) |
| fed_pivot | 0.3329 | -0.3570 (-51.7%) | +0.1786 (+115.8%) |
| housing_bubble | 0.0167 | -0.1410 (-89.4%) | -0.1517 (-90.1%) |
| demographic_shift | 0.1225 | -0.1727 (-58.5%) | -0.1721 (-58.4%) |
| ex_usa_trade | 0.3661 | -0.4166 (-53.2%) | -0.2037 (-35.8%) |
Emotion Scores
Emotion per Narrative
Fetch Runs
99 total fetch runs | Last run: 2026-03-24 05:00 UTC
Additional Tables
narrative_gap_analyses 43 rows
| id | analyzed_at | max_age_days | max_score | post_count | common_narrative | narrative_certainty | common_emotion |
|---|---|---|---|---|---|---|---|
| 1 | 1772708617.266572 | 5 | 0.5 | 381 | Retail investors grappling with market volatility, seeking strategies for long-term investing while navigating short-term fears and information overload. | 0.85 | anxiety |
| 2 | 1772730380.064614 | 5 | 0.5 | 377 | Retail investors seeking undervalued opportunities and strategic edges in a volatile market, with a focus on individual stock analysis, options strategies, and portfolio optimization. | 0.75 | anxious |
| 3 | 1772751792.9824095 | 5 | 0.5 | 383 | Retail traders and investors navigating high volatility, complex options strategies, and a search for undervalued opportunities in a market perceived as overpriced or irrational, while grappling with emotional discipline and information overload. | 0.75 | anxious |
| 4 | 1772773399.0125508 | 5 | 0.5 | 387 | Retail investors seeking actionable strategies and tools for stock picking, options trading, and portfolio management in a volatile market, while grappling with information overload and emotional discipline. | 0.85 | anxious |
| 5 | 1772794990.7780485 | 5 | 0.5 | 390 | Retail investors seeking self-directed, systematic, and tool-assisted approaches to navigate complex markets, often focusing on undervalued opportunities, options strategies, and personal portfolio construction amid volatility. | 0.85 | anxious determination |
sqlite_sequence 5 rows
| name | seq |
|---|---|
| emotion_scores | 11063 |
| narrative_scores | 7492 |
| fetch_runs | 99 |
| post_rankings | 23620 |
| narrative_gap_analyses | 43 |