Signals — the lattice
Every data source we watch lives in one lattice.
Palanor Indices, Schemas, Currents, traditional markets, commodities, prediction markets — all on the same vocabulary, the same weight system, the same scoring engine. The lattice is what makes intelligence composable. The breadth is what makes it defensible.
5,422
Total signals
40
Palanor Indices
17
Schemas
13
Currents
107
Prediction markets
Palanor Indices
Our reading of the world, scored daily.
Twelve composite instruments — each a transparently disclosed blend of public-source signals. Six house indices read the broad economy; six thesis indices track named positions Palanor writes into.
Schemas
The frameworks operators trust, scored against live signals.
Each Schema is an interpretive framework — Dalio's Big Cycle, Minsky's Financial Instability Hypothesis, Howard Marks's Market Cycle, plus Palanor's own house thesis frameworks. Each one decomposes into stages and indicators, scored against the lattice. The framework reads itself.
AI Margin Compression
A thesis schema — the cost of intelligence falling faster than the price of software puts software-sector margins under structural pressure.
Read schema →Ray DalioThe Big Cycle
Three interlocking cycles — long-term debt, internal order, external order — drive the rise and fall of empires and reserve currencies.
Read schema →Howard Marks (Oaktree)Howard Marks Market Cycle
Markets oscillate between fear and greed in four observable stages. The investor edge is recognizing which stage you are in, not predicting the next one.
Read schema →George SorosSoros Reflexivity
Markets do not merely reflect fundamentals — perception shapes the fundamentals themselves, producing self-reinforcing booms and self-reinforcing busts.
Read schema →Currents
The motions the world has already agreed on.
Reshoring. AI margin compression. The capital window. Return-to-office. These are real things stewards hear about and talk about in board meetings — but they aren't atoms, they aren't Palanor's compositions, and they aren't frameworks. They are named macro motions the world has already agreed on, and the steward's question is always the same: is it real, who believes it, is it accelerating?
Palanor measures three reads per Current — Momentum (direction + velocity), Belief (who has bought in), and Maturity (where on the adoption curve). Each is derived from the same lattice math, woven from the same signal substrate.
Technology · Operating-Model
AI Margin Compression
The defining motion of 2025–2027 — where the cost of producing intelligence outruns its price.
Geopolitical · Operating-Model
Reshoring
The post-2020 retreat of supply chains toward domestic and friend-shored geographies.
Capital
The Capital Window
The 2025–2027 refinancing pressure — when the cheap money of the 2010s comes due against a tighter rate regime.
Cultural · Operating-Model
Return-to-Office
The five-year recalibration of where knowledge work happens, settling into a hybrid steady state.
Markets & Commodities
The traditional series, woven in.
Fifty-plus FRED economic series. Equities, commodities, rates, FX, credit spreads. Each one live and refreshed on its native cadence — and weighted to your strategic surface when you sign in.
Prediction Markets
What the markets price for events the consensus refuses to discuss.
Discovered daily by Numen from Kalshi's catalog, scored for stewardship relevance, refreshed hourly. Stewards can add their own by pasting a market URL. Prediction-market depth flows into the same scoring engine as every other signal.
US headline CPI inflation in December 2036
66%Critical inflation metric for Fed policy, debt markets, and real returns.
US headline CPI inflation in December 2034
54%CPI inflation benchmark critical for Fed policy and real returns.
US real GDP growth in 2035?
3%Core macro GDP growth directly relevant to multi-year planning.
US headline CPI inflation in December 2031
38%Critical inflation forecast.
US real GDP growth in 2029?
16%Core GDP growth for long-term planning.
US nominal GDP growth in 2036
35%Fundamental macro growth indicator for revenue forecasting and valuation models.
Posture — your custom reading
Every signal is weighted to your strategic surface.
When you sign in, the lattice tunes to your business. Industry, business model, risk surface, strategic priorities — all of it flows into a single number called Posture. The same lattice every steward sees, but read through your specific lens.
Posture is the deliverable. Everything else is the machinery underneath.
The lattice, in numbers
5,422 signals. 40 Indices. 17 Schemas. 13 Currents. 107 prediction markets. One lattice.
Composable into your custom Posture — a reading specific to your house, scored daily, carried into the next board meeting.