
Independent macro, geopolitical, and electoral analysis with disclosed positions and a public track record.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 150 | Founded | a year ago | Last Issue | 10 hours ago |
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THE FOURTH TURNING POINT | NOVEMBER 6, 2026
Well, America.
You magnificent group of individuals.
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In 2016, the polls underestimated the movement that carried Donald Trump to the White House....
The Fourth Turning Point | November 3, 2026
Well, here we are. Election Day.
To the liberals who thought Trump could cancel the midterms, and the MAGA crowd who apparently hoped he would: congratulations, the Constitution still exists.
A...
After more than 250 Senate simulations, 20-plus generic ballot versions, and over 300 hours of research, I finally put the numbers down.
Just for a few minutes.
Every election season seems to compress a big, beautiful country into two col...
Flávio Bolsonaro won Brazil’s first round with 47.03%. Lula finished second with 45.16%.
Between them sit 2,224,965 votes.
Flávio fell short of 50%, so the presidency is still undecided.
They meet again on October 25.
Together they took...
The Fourth Turning Point · October 4, 2026
Lula narrowly finishes first today.
I think.
Neither candidate reaches 50%.
Probably. I put that at 98 percent.
Lula and Flávio Bolsonaro will advance.
That is the outcome I’m most con...
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The writers behind this newsletter.
Memory. Markets. Meaning. Independent analysis of power and political cycles through the lens of history. Contributor, The Fulcrum. Public forecasting record. No affiliations. No filler.
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