Skip to content
PalanorPalanor

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.

2026-Q2
2024-Q22026-Q2
The Palanor Schema Index2026-Q2 · confidence × 100Howard Marks Market Cycle37Soros Reflexivity34SaaS industry schema21Shiller CAPE Regime13Regulatory Shock10Capital window closure schema3Financial Instability Hypothesis2AI Margin Compression0Defense + national security schema0Energy industry schema0Hype Cycle0Kondratiev Long Wave0Marathon Capital Cycle0Real estate industry schema0Rolling Recession0Talent cycle tightening schema0The Big Cycle0

Embed

<iframe src="https://palanor.com/schema-index/embed" width="100%" height="600" frameborder="0" style="border:0"></iframe>