Markets are moved by
stories, not just numbers
Explore RETIC's analytical philosophy rooted in Robert Shiller's Narrative Economics across 6 chapters.
Robert Shiller's Narrative Economics — markets are moved by stories, not just numbers
The viral spread of economic narratives — the SIR model and media amplification effects
From tulip mania to the AI bubble — the history of narratives that shook markets
RETIC's daily Narrative Index (NI) — measuring the market's dominant stories across 7 categories
Why stories move markets before data does — self-fulfilling prophecies and framing effects
A practical guide to RETIC's daily analysis — contrarian signals, transition detection, and how to read the NI
Economic forecasting is inherently uncertain. RETIC transparently tracks all prediction outcomes and publicly reports hits and misses.