Pleroma Capital
Pleroma Capital, VolConceptsWe deliver original logic maps on emerging structural shifts and second-order effects in geopolitics and financial markets. Two veterans each with 20+ years of experience. Macro hedge funds (CIO). Multinational Corps. (CFO). No LLMs. Expert stuff only.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 110 | Founded | 4 months ago | Last Issue | 4 days ago |
| Active | |||||
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pleromacapital.substack.comLatest Issues
CFO Biweekly: 2026/6/10
Two doors opened for USD to leave Taiwan without even touching the NTD. Karl Marx’s Ghost is laughing. No one in the financial press is looking at the Third Door.
1:00 AM. Two documents spread across the desk. I finished reading, then sat...
CIO Weekly: Kevin Warsh vs Market Tops
How Do We Read the New Fed in A New Era? Which Past Market Top Best Resembles the One Today?
In my previous note from earlier this year when Warsh was still warming the confirmation benches and the AI narrative was fresh off the press, I l...
America Against America
What Did A Current Politburo Member Write About the US 30 Years Ago That All Came True?
A Cognitive Anchor For A Shifting Regime
CIO Weekly: Asia Macro Big Picture
Singapore’s Texas Hedge, Hong Kong’s Return
Where consensus gets fragile, it often contradicts itself first, then corrects – all in a very short time. The past week gave us a textbook demonstration.
On February 9, Sanae Takaichi’s Lib...
CFO Biweekly: 2026/5/28
The Second Cliff: the $120M Left Standing After the Tax Shield
Our reader Warren L. asked a question. The answer came out backwards. The cliff wasn't removed—the One Big Beautiful Bill duplicated it, and the copy is taller than my original...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
We deliver original logic maps on emerging structural shifts and second-order effects in geopolitics and financial markets. Two veterans each with 20+ years of experience. Macro hedge funds (CIO). Multinational Corps. (CFO). Expert stuff only.
Interested in Vol and RV strategies across asset classes as expressed with the use of derivatives. Putting my money where my mouth is.
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