发现叙事
肖小跑叙事雷达 | Narrative Radar 最近的一个小尝试，也是训练模型过程中的一部分：把每天读新闻时捕捉到的“叙事线索”与验证路径，用工作流的方式记录下来；不仅仅是"看新闻"——更在追踪“叙事”（narratives）的诞生、发酵和演变。内容不求面面俱到，重在把“感觉到的风向”与“可追踪的证据”放在一起，方便后续复盘与迭代。 这个newsletter是我追踪叙事的工作日志，也是训练模型识别市场故事脉络的一部分。我想把这个过程分享出来，希望对大家也有启发。
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 90 | Subscribers | Read | wenli.substack.com |
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【完整版】伊朗战争叙事笔记（4）大宗商品是个巨大的盘丝洞，牵一发而动全身（增加了中国的最大隐忧部分）
完整版的增加部分我放在付费里了，讨论的是：中国有没有类似于霍尔木兹海峡的重大隐忧？答案是有的。
伊朗战争叙事笔记（3）蝴蝶翅膀扇到了我们的饭桌上
发现叙事 is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
伊朗战争叙事笔记（2）为什么两个顶级大脑对伊朗战争的判断完全相反（plus 投资组合的新变化）
增加部分内容是最后一条：关于投资组合的调整：从 ”股债60-40“ 到“非美股、能源和黄金”。
伊朗战争叙事笔记（1）油价背后的”叙事事实比”
增加部分是最后一条：联储还会降息吗？
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最近的一个小尝试，也是训练模型过程中的一部分：把每天读新闻时捕捉到的“叙事线索”与验证路径，用工作流的方式记录下来；不仅仅是"看新闻"——更在追踪**叙事**（narratives）的诞生、发酵和演变。内容不求面面俱到，重在把“感觉到的风向”与“可追踪的证据”放在一起，方便后续复盘与迭代。 这个newsletter是我追踪叙事的工作日志，也是训练模型识别市场故事脉络的一部分。我想把这个过程分享出来，希望对大家也有启发。
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