📮 [MERITZ Strategy Daily 전략공감2.0] 2026.8.11(화) [경제분석 이승훈] Strategy Idea: 미-일 외환시장 공조 개입의 여러 논점들 - 15년 만의 미-일 환시 공조개입, 28년 만의 엔화 매수 공조 개입이 명문화됨 - 미 국채금리 상승 압력을 제어하며 개입: Sell EUR-Buy JPY, 일본의 보유외환 소진도 방어 - 4가지 추가 논점: 1) 엔 캐리의 대규모 청산 없었고, 미국 계산에서는 있어서도 안됨, 2) 공조 개입으로 엔화 추세적 강세 전환 어려움, 3) 엔 약세/JGB 상승세 완화는 국내 재정건전성 문제가 선결되어야 할 것, 4) 원화 입장에서는 향후 엔화 강세 추가 진전 여부가 중요 (자료) https://tinyurl.com/3pfnymh7 [투자전략 RA 염승준] 오늘의 차…
Content that also appears on other registered channels
Posts published here appear word for word on 1 other registered channel. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @Meritz_strategy/616729 Jul 2026, 22:43 UTC | @stephenlee_meritz/918 · this entry29 Jul 2026, 22:44 UTC | 1.00 | under a minute |
| @Meritz_strategy/617531 Jul 2026, 08:01 UTC | @stephenlee_meritz/919 · this entry31 Jul 2026, 08:01 UTC | 1.00 | under a minute |
| @Meritz_strategy/61762 Aug 2026, 22:39 UTC | @stephenlee_meritz/920 · this entry2 Aug 2026, 22:40 UTC | 1.00 | under a minute |
| @Meritz_strategy/61772 Aug 2026, 22:46 UTC | @stephenlee_meritz/921 · this entry2 Aug 2026, 22:46 UTC | 1.00 | under a minute |
| @Meritz_strategy/61834 Aug 2026, 07:26 UTC | @stephenlee_meritz/922 · this entry4 Aug 2026, 07:26 UTC | 1.00 | under a minute |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @Meritz_strategy | 5 (5/5 hand-verifiable sample passed) | 1.00 | under a minute | @Meritz_strategy (5–0) |
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. None of the 5 matches recorded here fall after that date, so for this entry we cannot say whether any of them carried a credit. The duplication is measured; the absence of attribution is not.
“Published first” means first in this corpus. We hold 18 comparable posts for this entry, running 25 May 2026 to 4 August 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
- Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
- 'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
- shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
- Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Across the whole group of 2, the earliest publisher we hold is @Meritz_strategy. That is a statement about our reading window, not a claim of authorship.
![Telegram profile photo for [메리츠 Macro 이승훈]](https://cdn.tgregister.com/av/84/84e8d55bd58e01848979cf1b7e236f72db0373b637efde4c56b6e1e12d801418.jpg)