Market Narrative Tracking from Public Sources
Market narrative tracking is not just watching what people are talking about. It is comparing what people are saying against what the underlying sources show — across filings, company pages, archives, and public discussion.
What market narrative tracking means
Market narrative tracking follows how a story about a company, category, or trend forms over time. That includes public consensus signals, source evidence, and the gap between them. The goal is market trend analysis grounded in primary sources, not headline volume alone.
Why public opinion often changes after evidence appears
People rarely update their story the moment a source changes. They update when the new evidence gets language — a headline, a competitor move, a visible customer shift. Narrative tracking watches that lag.
Direct evidence vs public discussion
Direct evidence might be a filing, a product page change, or a hiring pattern. Public discussion might be Reddit, HN, news commentary, or investor threads. Useful market intelligence software keeps both in view and shows when they diverge.
How niche discussion becomes market consensus
- A company changing language on a product page before the category story shifts
- A hiring pattern suggesting a new direction months before a launch narrative
- A regulatory filing becoming relevant again when the environment changes
- A Reddit or HN thread noticing something before mainstream coverage
- A Wikipedia edit history showing how public understanding changed
Why old context matters
Market stories before they become obvious often depend on old context — an archived standard, a prior cycle's failure mode, a competitor claim from years ago that suddenly matches reality. Without historical context, you only see the last chapter.
How Occlusion tracks narrative formation
Occlusion pulls past and present information together: filings, company pages, public records, archives, news, Reddit, Hacker News, YouTube transcripts, Wikipedia history, and competitor messaging. It maps what future market story may be forming while keeping a source trail attached.