Morning Note
Morning Note — 2026-03-22 (built 11:15 UTC), 202 posts today across 10 subreddits.
Regime: mixed — led by fed_pivot, while technology_paradigm_shift continues to cool.
What Changed Since Yesterday
- geopolitical_risk down: -2.38 DoD (-24%), now at 60th percentile; breadth 10 subs.
- ⚠️ greed rising fast (z=+2.01)
- technology_paradigm_shift down: -1.70 DoD (-35%), now at 44th percentile; breadth 10 subs.
- inflation down: -1.50 DoD (-36%), now at 52th percentile; breadth 9 subs.
- ⚠️ confidence rising fast (z=+1.53)
What Changed Since Last Week
- geopolitical_risk: +6.05 WoW (+449%); trend decelerating over last 3 days.
- ⚠️ greed rising fast (z=+2.01)
- energy_insecurity: +4.37 WoW (+558%); trend decelerating over last 3 days.
- ⚠️ fear rising fast (z=+1.78)
- AI_boom: +2.60 WoW (+500%); trend decelerating over last 3 days.
- ⚠️ frustration rising fast (z=+1.64)
Today’s Leaders
Top narratives by attention (30d percentile): 1) fed_pivot (p76) 2) energy_insecurity (p75) 3) commodities_supercycle (p67) 4) sector_rotation (p64) 5) interest_rate_insecurity (p62)
Emotion & Positioning Read
- Sentiment: fear neutral (z=+0.25), skepticism subdued (z=-0.73).
- Fear is most concentrated in commodities_supercycle (avg fear 0.83).
- Narrative-weighted fear (top 3): energy_insecurity (0.81), commodities_supercycle (0.83).
Novelty / New Information
- Novelty: normal (JS=0.011 vs 7d baseline 0.058).
Watchlist
- Watch fed_pivot: if it remains above p76 for 3 days → duration longs, growth equity bias.
- Watch geopolitical_risk: WoW rising (+449%); if trend continues → defensive tilt / energy hedge bias.
- Watch recession / banking_crisis: if WoW continues rising + banking_crisis fear > 0.75 → raise quality bias, consider duration hedge.
Data Quality Notes
- Moves from near-zero base can inflate % change; we prioritize absolute change and percentile ranks.
- Coverage is Reddit-based; interpret as retail/discussion attention, not institutional positioning.
Details (exact values)
Regime components: fear_z=+0.25, regime_score=-0.36
| Narrative | Trend | Att. Today | DoD | WoW | Pctile 30d | Breadth |
|---|---|---|---|---|---|---|
| geopolitical_risk | 7.4024 | -2.3810 | +6.0541 | 60th | 10 | |
| energy_insecurity | 5.1549 | -1.2689 | +4.3716 | 75th | 8 | |
| technology_paradigm_shift | 3.1539 | -1.7040 | +2.5373 | 44th | 10 | |
| AI_boom | 3.1203 | -1.1546 | +2.6003 | 44th | 9 | |
| commodities_supercycle | 2.8234 | -0.5436 | +2.4924 | 67th | 7 | |
| inflation | 2.6715 | -1.4952 | +2.2758 | 52th | 9 | |
| sector_rotation | 2.6595 | -0.9567 | +2.4256 | 64th | 9 | |
| recession | 2.2062 | -1.1746 | +1.6990 | 44th | 9 | |
| crypto_adoption | 1.9238 | -1.2290 | +1.8874 | 44th | 5 | |
| interest_rate_insecurity | 1.3910 | -0.9091 | +1.1443 | 62th | 9 |
Database Overview
| Table | Rows | Columns |
|---|---|---|
emotion_scores | 10,085 | id, post_id, emotion, score |
fetch_runs | 92 | id, started_at |
narrative_gap_analyses | 36 | id, analyzed_at, max_age_days, max_score, post_count, common_narrative, narrative_certainty, common_emotion, raw_response |
narrative_scores | 6,783 | id, post_id, narrative, score |
post_rankings | 21,940 | id, run_id, post_id, subreddit, rank |
posts | 4,802 | id, subreddit, title, selftext, url, reddit_score, num_comments, created_utc, retrieved_at, analyzed_at |
sqlite_sequence | 5 | name, seq |
Posts
4,802 total posts | 3,342 analyzed
By Subreddit
| Subreddit | Posts |
|---|---|
| r/ValueInvesting | 769 |
| r/cryptocurrency | 684 |
| r/wallstreetbets | 657 |
| r/investing | 621 |
| r/economics | 576 |
| r/stocks | 539 |
| r/StockMarket | 386 |
| r/options | 324 |
| r/finance | 99 |
| r/SecurityAnalysis | 67 |
| r/TrueReddit | 48 |
| r/PoliticalDiscussion | 32 |
Narrative Scores
Fastest-Growing Narratives (Attention Movers)
Ranked by weighted DoD (40%) + WoW (60%) absolute attention change. Most recent day: 2026-03-22
| Narrative | Attention Today | Day-over-Day | Week-over-Week |
|---|---|---|---|
| geopolitical_risk | 7.4024 | -2.3810 (-24.3%) | +6.0541 (+449.0%) |
| energy_insecurity | 5.1549 | -1.2689 (-19.8%) | +4.3716 (+558.1%) |
| commodities_supercycle | 2.8234 | -0.5436 (-16.1%) | +2.4924 (+753.1%) |
| AI_boom | 3.1203 | -1.1546 (-27.0%) | +2.6003 (+500.1%) |
| sector_rotation | 2.6595 | -0.9567 (-26.5%) | +2.4256 (+1037.4%) |
| technology_paradigm_shift | 3.1539 | -1.7040 (-35.1%) | +2.5373 (+411.4%) |
| inflation | 2.6715 | -1.4952 (-35.9%) | +2.2758 (+575.1%) |
| crypto_adoption | 1.9238 | -1.2290 (-39.0%) | +1.8874 (+5190.4%) |
| recession | 2.2062 | -1.1746 (-34.7%) | +1.6990 (+335.0%) |
| defense_rearmament | 1.2632 | -0.2462 (-16.3%) | +0.8532 (+208.1%) |
Emotion Scores
Emotion per Narrative
Fetch Runs
92 total fetch runs | Last run: 2026-03-22 11:00 UTC
Additional Tables
narrative_gap_analyses 36 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 | 10085 |
| narrative_scores | 6783 |
| fetch_runs | 92 |
| post_rankings | 21940 |
| narrative_gap_analyses | 36 |