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The Palanor Schema Index

Quarterly likelihood across the major macro-economic and financial schemas.

Each bar shows Palanor's confidence that a given schema was in play at the end of each quarter, scored against publicly accessible signals. Quarters before launch are retrospective — scored after the fact against indicators as they stood at quarter-end. Quarters after launch are live — written in real time. Only live readings are graded for accuracy. Methodology: track record and scoring.

2024-Q2
2021-Q32024-Q2
The Palanor Schema Index2024-Q2 · confidence × 100Shiller CAPE Regime97Financial Instability Hypothesis92Real estate industry schema82Howard Marks Market Cycle70Energy industry schema67Capital window closure schema63Defense + national security schema48Rolling Recession46Talent cycle tightening schema45AI Margin Compression0Hype Cycle0Kondratiev Long Wave0Marathon Capital Cycle0Regulatory Shock0SaaS industry schema0Soros Reflexivity0The Big Cycle0

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