Pleroma Capital
We deliver original logic maps on emerging structural shifts and higher-order effects in financial markets and geopolitics. Two veterans each with 20+ years of experience. Macro hedge funds (CIO). Tech MNCs (CFO). Premier expert stuff only.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 138 | Founded | 7 months ago | Last Issue | 3 days ago |
| Active | |||||
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pleromacapital.substack.comLatest Issues
Two Central Banks Pull, AI Is the Rope?
CIO Weekly | The Unwind That Breaks The Bubble Is Getting Priced into The Curve
Autumn 2026. Global macro markets are doing something rare. So rare that almost no one on Wall Street is connecting these four dots.
Wall Street Is Trading the Wrong Sanction
CIO Weekly | Bessent Lit the Fuse in Tehran. The 30-Year Will Retest 5.5% by September. Here Is What You Should Be Watching Instead.
On August 24, Treasury Secretary Bessent announced Operation Economic Outcast, pulling digital assets, tec...
$15.1 Billion in Interest vs. $20 Billion in Buybacks: This Week I Struck Shareholder Returns From the Model
CFO Biweekly | The Real Problem Is How We Have Been Treating Shareholder Returns
Investment-grade credit spreads moved from 0.80% to 0.82% this week. Two basis points. No outlet covered it, because frankly, it isn’t worth covering.
What Bessent Won't Tell You But China Did
CIO Weekly | The Dumbest Money is Always Numb, Trade the Dislocation
August 24. Monday. Scott Bessent steps to the podium.
Under the Hood
CIO Weekly | The Physics of the Three-Sea Arc of Pressure: Japan's White Paper, Right-Wing Oxygen, and the PLA Navy's Inevitable Response
On August 4, 2026, Japan’s cabinet formally approved the new Defense White Paper. Five hundred ninety...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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We deliver original logic maps on emerging structural shifts and higher dimensional effects in geopolitics and financial markets. Two veterans each with 20+ years of experience. Macro hedge funds (CIO). Tech MNCs. (CFO). Premier expert stuff only.
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