Morning Note
Morning Note — 2026-03-20 (built 23:15 UTC), 334 posts today across 10 subreddits.
Regime: mixed — led by technology_paradigm_shift, while AI_boom continues to cool.
What Changed Since Yesterday
- technology_paradigm_shift up: +2.51 DoD (+57%), now at 100th percentile; breadth 10 subs.
- ⚠️ uncertainty rising fast (z=+1.78)
- AI_boom up: +2.44 DoD (+61%), now at 83th percentile; breadth 9 subs.
- ⚠️ uncertainty rising fast (z=+1.57)
- ⚠️ frustration rising fast (z=+1.52)
- interest_rate_insecurity down: -1.78 DoD (-36%), now at 82th percentile; breadth 10 subs.
- ⚠️ skepticism rising fast (z=+1.77)
- ⚠️ hope rising fast (z=+1.59)
What Changed Since Last Week
- geopolitical_risk: +10.46 WoW (+634%); trend accelerating over last 3 days.
- energy_insecurity: +7.26 WoW (+752%); trend accelerating over last 3 days.
- technology_paradigm_shift: +6.15 WoW (+802%); trend decelerating over last 3 days.
- ⚠️ uncertainty rising fast (z=+1.78)
Today’s Leaders
Top narratives by attention (30d percentile): 1) technology_paradigm_shift (p100) 2) crypto_adoption (p100) 3) sector_rotation (p100) 4) recession (p96) 5) inflation (p91)
Emotion & Positioning Read
- Sentiment: fear neutral (z=+0.71), skepticism neutral (z=+0.72).
- Fear is most concentrated in stagflation (avg fear 0.71).
- Narrative-weighted fear (top 3): technology_paradigm_shift (0.58), crypto_adoption (0.57), sector_rotation (0.62).
Novelty / New Information
- Novelty: normal (JS=0.027 vs 7d baseline 0.071).
Watchlist
- Watch technology_paradigm_shift: if it remains above p90 for 3 days → review positioning.
- Watch geopolitical_risk: WoW rising (+634%); 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=+0.71, regime_score=+0.94
| Narrative | Trend | Att. Today | DoD | WoW | Pctile 30d | Breadth |
|---|---|---|---|---|---|---|
| geopolitical_risk | 12.1096 | +0.8131 | +10.4597 | 87th | 9 | |
| energy_insecurity | 8.2264 | -0.6754 | +7.2614 | 90th | 9 | |
| technology_paradigm_shift | 6.9134 | +2.5085 | +6.1468 | 100th | 10 | |
| AI_boom | 6.4716 | +2.4437 | +5.8492 | 83th | 9 | |
| inflation | 4.8810 | -1.3134 | +4.3110 | 91th | 10 | |
| commodities_supercycle | 4.5886 | -1.4444 | +4.1036 | 90th | 9 | |
| recession | 4.5699 | -0.5612 | +3.8615 | 96th | 10 | |
| crypto_adoption | 4.4223 | +0.9460 | +4.3779 | 100th | 6 | |
| sector_rotation | 3.4762 | +0.7029 | +3.0679 | 100th | 8 | |
| interest_rate_insecurity | 3.2100 | -1.7831 | +2.8660 | 82th | 10 |
Database Overview
| Table | Rows | Columns |
|---|---|---|
emotion_scores | 9,597 | id, post_id, emotion, score |
fetch_runs | 86 | id, started_at |
narrative_gap_analyses | 30 | id, analyzed_at, max_age_days, max_score, post_count, common_narrative, narrative_certainty, common_emotion, raw_response |
narrative_scores | 6,448 | id, post_id, narrative, score |
post_rankings | 20,500 | id, run_id, post_id, subreddit, rank |
posts | 4,649 | id, subreddit, title, selftext, url, reddit_score, num_comments, created_utc, retrieved_at, analyzed_at |
sqlite_sequence | 5 | name, seq |
Posts
4,649 total posts | 3,189 analyzed
By Subreddit
| Subreddit | Posts |
|---|---|
| r/ValueInvesting | 738 |
| r/cryptocurrency | 660 |
| r/wallstreetbets | 642 |
| r/investing | 600 |
| r/economics | 558 |
| r/stocks | 524 |
| r/StockMarket | 376 |
| r/options | 318 |
| r/finance | 97 |
| r/SecurityAnalysis | 63 |
| r/TrueReddit | 44 |
| r/PoliticalDiscussion | 29 |
Narrative Scores
Fastest-Growing Narratives (Attention Movers)
Ranked by weighted DoD (40%) + WoW (60%) absolute attention change. Most recent day: 2026-03-20
| Narrative | Attention Today | Day-over-Day | Week-over-Week |
|---|---|---|---|
| geopolitical_risk | 12.1096 | +0.8131 (+7.2%) | +10.4597 (+634.0%) |
| technology_paradigm_shift | 6.9134 | +2.5085 (+56.9%) | +6.1468 (+801.8%) |
| AI_boom | 6.4716 | +2.4437 (+60.7%) | +5.8492 (+939.8%) |
| energy_insecurity | 8.2264 | -0.6754 (-7.6%) | +7.2614 (+752.5%) |
| crypto_adoption | 4.4223 | +0.9460 (+27.2%) | +4.3779 (+9850.2%) |
| sector_rotation | 3.4762 | +0.7029 (+25.3%) | +3.0679 (+751.3%) |
| recession | 4.5699 | -0.5612 (-10.9%) | +3.8615 (+545.1%) |
| inflation | 4.8810 | -1.3134 (-21.2%) | +4.3110 (+756.3%) |
| commodities_supercycle | 4.5886 | -1.4444 (-23.9%) | +4.1036 (+846.1%) |
| interest_rate_insecurity | 3.2100 | -1.7831 (-35.7%) | +2.8660 (+833.0%) |
Emotion Scores
Emotion per Narrative
Fetch Runs
86 total fetch runs | Last run: 2026-03-20 23:00 UTC
Additional Tables
narrative_gap_analyses 30 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 | 9597 |
| narrative_scores | 6448 |
| fetch_runs | 86 |
| post_rankings | 20500 |
| narrative_gap_analyses | 30 |