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 | 118 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | Language |  ZH-CN | |||
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市场需要“史翠珊效应”还是“干巴菌呵护”？
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进山采了两天菌子。风和日丽，岁月静好，身边只有安安静静的大山，家人般的好朋友，和一堆山上生机勃勃，锅中异常鲜美的菌子。在这种地方想十年期美债，真的是一种犯罪。
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不过菌子倒是给了我一个看市场的角度。在山里采干...
【完整版】中国经济只剩一台发动机（就不加问号了）
7月数据发布，这一次数据和体感的温差终于重合了——都很冷。所以问题的根本到底是什么呢？是“富裕感（安全感）”和“荷尔蒙”。要把它们都找回来，才能把整个由内向外的逻辑链条翻转。“富裕感”也许还能靠政策一点点修复；但是“荷尔蒙”必须搭配足够的“安全感”，才能重新释放。我这两天总在想，既然“安全感”才是一切的催化剂，那“安全感”是在朱总理时代更强，还是在现在更强呢？
7月数据发布之后，看到有人说这一次数据和体感的温差终于重合了——都很冷。
Percepta 概念视频：你能看见市场上的“信念”吗？
推动市场的不是价格，而是信念。但你能看见市场上的信念吗？（详情请见这篇文章）。最近我们终于开始实践这个想法了。
先看一下Percepta的概念视频。
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概念视频（不是最终产品发布），主要用来介绍Percepta”给信念做技...
黄教主换了个故事
我到现在还记得《大空头》里的那个画面：Michael Burry把成千上万份房贷合同一页页翻完，满眼血丝，最后发现巨额MBS（抵押贷款支持证券）底下垫着的是一堆次贷。然后他押上全部身家做空。然后赢麻了。
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二十年后，伯里老师...
【完整版】从“年少出名”到“年少出事”：恐惧的半衰期越来越短了
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我也订阅了空头老祖 Michael Burry 的 Substack 专栏，但还是没舍得花 50 美金一个月的高昂订阅费。于是生生地练就了从免费版中揣测他脑中知识的技能。
比如昨天的这篇文章“Foundations: Market Structure & What The Heck Just Happened”（《市场结构以及我去到底发生了什么？》），就非常有意思。
发现叙事 is a reader-supported publication. To re...
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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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