Insights

Long form research and selective intelligence notes from Orphius

Research

Narrative Momentum Is the Missing Variable in Most Market Summaries

A research note on why single day recaps fail. Markets price changes in expectations, not headlines, and those shifts reveal themselves over weeks through repetition, reframing, and second order implications.

Coming soon

Abstract timeline showing narrative momentum across multiple weeks

Abstract image representing structure and relationships

Methodology

How Orphius Builds a Multi Week Baseline With a Knowledge Graph

A methodology memo describing how Orphius links companies, people, regulators, and events across time to separate true drivers from noise and surface the relationships that explain why stories persist.

Coming soon

Abstract image representing market narratives and signal diffusion

Intelligence

How Enterprise Tech Narratives Actually Form and Spread

A practical intelligence note on how themes move from product launches to earnings calls to buy side positioning, and how to separate real adoption signals from coordinated storytelling.

Coming soon

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