
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.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 115 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||

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...
Dispersion is rising faster than realized vol. The Fed doesn't know its framework yet. The street's JPY forecasts span 14 handles. And the gentle path between them has likely been destroyed.
When I was working in London in mid 2000’s, I me...
When "Cheap" Becomes the Most Expensive Signal — The Market Assumptions of June 2026 Face a Triple Test
If your hedging costs came in lower this year than last, don’t be too quick to drop that number into the “good news” column of the gove...
Japan's high-end manufacturing is having its physical lifeblood severed, ruthlessly declaring a new epoch. 7th Fleet's survival over Taiwan and chips.
ChinArb rolled out this fantastic, big-picture article a few days ago talking about the...
A quick update for all subscribers on how we see this imminent signing, and this week's CIO Weekly will be released on Monday as we are processing information and prioritizing tasks.
The emerging understanding between Washington and Tehr...
Subscribers, engagement, traffic and sponsorship for Pleroma Capital.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
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.
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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