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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.

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Latest Issues

CFO Biweekly: 2026/7/1

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Why the Market is Wrong on the China and Japan Escalation

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We have witnessed a simultaneous, sharp escalation in Sino‑Japanese relations across both the economic and military domains in the last couple weeks. Make no mistake: this is neither a routine trade quarrel nor a...

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The Theology of AGI vs. The Master Craftsman: An Eastern Logic Map

The market has constructed a synthetic deity. It’s called AGI: a Singularity that will arrive like a revelation, making one model omniscient across every vertical. This deity has a nationality: American. The corollary sold to allocators is...

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CIO Weekly: Still No Fucking Clue?

When I was working in London in mid 2000’s, I met a guy at a friend’s gathering. He was running a very large risk envelope in one of the mega banks. Pure prop, top PnL contributor, and super low-key. Some of his peers later even appeared in...

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  • Pleroma Capital

    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). Multinational Corps. (CFO). Expert stuff only.

  • VolConcepts

    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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