Schemas are interpretive frameworks — named ways of reading the world. Each Schema decomposes a thesis into ordered stages and indicators, then scores them against the live signal lattice to tell you which stage you're in and how confidently the data supports that read.
The catalog
Ten frameworks live today.
The macro and financial classics:
- Dalio Big Cycle — long debt cycles and political-economy transitions.
- Minsky Financial Instability Hypothesis — hedge, speculative, Ponzi.
- Kondratiev Long Wave — 50-year economic seasons.
- Hype Cycle — innovation through trigger, peak, trough, slope, plateau.
- Rolling Recession — sector-by-sector contraction without an aggregate print.
- Shiller CAPE Regime — long-horizon valuation.
- Howard Marks Market Cycle — despair, skepticism, optimism, euphoria.
- Soros Reflexivity — self-reinforcing booms and self-reinforcing busts.
- Marathon Capital Cycle — supply-side capital deployment cycle.
And the Palanor house schema:
- AI Margin Compression — Palanor's own thesis as a scored, observable framework.
Adopting a Schema
On the Schemas tab under Signals, each Schema card carries a Make this yours button. Adopting subscribes your organization to that Schema — readings begin computing against your subscribed signals, and the Schema's stage and confidence appear on your dashboard.
You can adopt multiple Schemas. They run in parallel, each reading the same signal lattice through its own framework. When two Schemas disagree about where we are, the disagreement is itself informative.
Reading a Schema
Each Schema produces a current-stage reading with a 0-to-1 confidence and an advancing / stable / regressing trend. High confidence in a late-cycle stage with an advancing trend is a tactical signal of one kind; low confidence with a regressing trend is another. The Numen line on the Schema's page reads the combination aloud.
Versioning
Schemas can update — new indicators added, weights retuned. When that happens, you'll see a methodology-updated prompt on your subscribed Schemas. Your past readings stay anchored to the version they were taken on; new readings use the current version.