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Each paper below is available as a PDF.
  • Linguistic Strength Indicator (LSI): the foundational signal measuring how strongly a company’s language ties it to a theme.
  • Linguistic Beta: the market-driven component of a company’s thematic exposure and what it reveals about durable thematic ties.
  • The Rise and Fall of ESG: tracking the ESG narrative’s lifecycle through the lens of linguistic signals.
  • SaaSpocalypse Index: a thematic study of software-as-a-service exposure and the pressures reshaping the sector.
  • US Political Connections: measuring corporate exposure to political relationships and policy risk from text.
  • Private Credit: applying linguistic signals to map exposure across the private credit theme.
  • AI Risks: DeepSeek: a case study on detecting emerging AI-competition risk, illustrated through the DeepSeek event.
  • Venezuela & Greenland: geopolitical theme analysis tracing company exposure to Venezuela and Greenland developments.
See the methodology overview for how these papers connect to the signals.