Morning Note
Morning Note — 2026-03-20 (built 17:15 UTC), 276 posts today across 10 subreddits.
Regime: mixed — led by technology_paradigm_shift, while AI_boom continues to cool.
What Changed Since Yesterday
- interest_rate_insecurity down: -2.63 DoD (-53%), now at 82th percentile; breadth 10 subs.
- energy_insecurity down: -2.51 DoD (-28%), now at 90th percentile; breadth 9 subs.
- inflation down: -2.32 DoD (-37%), now at 91th percentile; breadth 10 subs.
What Changed Since Last Week
- geopolitical_risk: +7.67 WoW (+465%); trend decelerating over last 3 days.
- energy_insecurity: +5.42 WoW (+562%); trend decelerating over last 3 days.
- technology_paradigm_shift: +5.17 WoW (+674%); trend decelerating over last 3 days.
Today’s Leaders
Top narratives by attention (30d percentile): 1) technology_paradigm_shift (p100) 2) inflation (p91) 3) crypto_adoption (p91) 4) banking_crisis (p91) 5) stagflation (p91)
Emotion & Positioning Read
- Sentiment: fear neutral (z=+0.54), skepticism neutral (z=+0.86).
- Fear is most concentrated in fed_pivot (avg fear 0.80).
- Narrative-weighted fear (top 3): technology_paradigm_shift (0.58), inflation (0.68), crypto_adoption (0.57).
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 (+465%); 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=+0.54, regime_score=+0.57
| Narrative | Trend | Att. Today | DoD | WoW | Pctile 30d | Breadth |
|---|---|---|---|---|---|---|
| geopolitical_risk | 9.3203 | -1.9762 | +7.6704 | 70th | 9 | |
| energy_insecurity | 6.3883 | -2.5135 | +5.4233 | 90th | 9 | |
| technology_paradigm_shift | 5.9350 | +1.5301 | +5.1684 | 100th | 10 | |
| AI_boom | 5.5876 | +1.5596 | +4.9651 | 78th | 9 | |
| inflation | 3.8780 | -2.3164 | +3.3080 | 91th | 10 | |
| commodities_supercycle | 3.8021 | -2.2309 | +3.3171 | 90th | 9 | |
| crypto_adoption | 3.5321 | +0.0558 | +3.4876 | 91th | 6 | |
| recession | 3.1292 | -2.0019 | +2.4208 | 65th | 10 | |
| sector_rotation | 2.5014 | -0.2719 | +2.0931 | 75th | 8 | |
| interest_rate_insecurity | 2.3636 | -2.6295 | +2.0195 | 82th | 10 |
Database Overview
| Table | Rows | Columns |
|---|---|---|
emotion_scores | 9,393 | id, post_id, emotion, score |
fetch_runs | 85 | id, started_at |
narrative_gap_analyses | 29 | id, analyzed_at, max_age_days, max_score, post_count, common_narrative, narrative_certainty, common_emotion, raw_response |
narrative_scores | 6,276 | id, post_id, narrative, score |
post_rankings | 20,260 | id, run_id, post_id, subreddit, rank |
posts | 4,584 | id, subreddit, title, selftext, url, reddit_score, num_comments, created_utc, retrieved_at, analyzed_at |
sqlite_sequence | 5 | name, seq |
Posts
4,584 total posts | 3,124 analyzed
By Subreddit
| Subreddit | Posts |
|---|---|
| r/ValueInvesting | 731 |
| r/cryptocurrency | 651 |
| r/wallstreetbets | 628 |
| r/investing | 593 |
| r/economics | 551 |
| r/stocks | 517 |
| r/StockMarket | 372 |
| r/options | 314 |
| r/finance | 97 |
| r/SecurityAnalysis | 63 |
| r/TrueReddit | 42 |
| r/PoliticalDiscussion | 25 |
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 | 9.3203 | -1.9762 (-17.5%) | +7.6704 (+464.9%) |
| technology_paradigm_shift | 5.9350 | +1.5301 (+34.7%) | +5.1684 (+674.1%) |
| AI_boom | 5.5876 | +1.5596 (+38.7%) | +4.9651 (+797.7%) |
| energy_insecurity | 6.3883 | -2.5135 (-28.2%) | +5.4233 (+562.0%) |
| crypto_adoption | 3.5321 | +0.0558 (+1.6%) | +3.4876 (+7847.2%) |
| sector_rotation | 2.5014 | -0.2719 (-9.8%) | +2.0931 (+512.6%) |
| commodities_supercycle | 3.8021 | -2.2309 (-37.0%) | +3.3171 (+683.9%) |
| inflation | 3.8780 | -2.3164 (-37.4%) | +3.3080 (+580.4%) |
| recession | 3.1292 | -2.0019 (-39.0%) | +2.4208 (+341.7%) |
| energy_transition | 0.9473 | -0.1284 (-11.9%) | +0.9473 (+94726911976.9%) |
Emotion Scores
Emotion per Narrative
Fetch Runs
85 total fetch runs | Last run: 2026-03-20 17:00 UTC
Additional Tables
narrative_gap_analyses 29 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 | 9393 |
| narrative_scores | 6276 |
| fetch_runs | 85 |
| post_rankings | 20260 |
| narrative_gap_analyses | 29 |