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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.

2026-Q2
2024-Q22026-Q2
The Palanor Schema Index2026-Q2 · confidence × 100Rolling Recession63Hype Cycle44The Big Cycle40Financial Instability Hypothesis22AI Margin Compression0Capital window closure schema0Defense + national security schema0Energy industry schema0Howard Marks Market Cycle0Kondratiev Long Wave0Marathon Capital Cycle0Real estate industry schema0SaaS industry schema0Shiller CAPE Regime0Soros Reflexivity0Talent cycle tightening schema0

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