The Fourth Turning Point
The Fourth Turning Point, HoldingTheTorchIndependent macro, geopolitical, and electoral analysis with disclosed positions and a public track record.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 112 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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thefourthturningpoint.substack.comLatest Issues
The Cyrus Doctrine
This doctrine was written during the 104th day of a war that nobody planned to end this way.
The ceasefire has been declared meaningless.
The Strait of Hormuz is formally closed.
Three Indian sailors died this week when an American warsh...
The Harvest Was Decided Months Ago
The fertilizer window closed in May.
The food shock of 2027 was planted in the spring of 2026.
The spring planting cycle ran with reduced inputs across the Gulf Coast, the Midwest, and the mid-Atlantic. Urea prices are up nearly 50% a...
The Election That Refused to End
The Fourth Turning Point — June 9, 2026 | Live Count: 09:45EST
It is Tuesday morning in Lima and nothing is resolved.
Roberto Sánchez leads Keiko Fujimori by 23,666 votes.
That is 0.134 percent of valid ballots cast.
In a country of...
The End of the Old Order
THE FOURTH TURNING POINT
Endgame Briefing No. 15 · June 8, 2026
Day 100.
The ceasefire that was supposed to produce a deal this week produced something else.
In response to Israel’s actions in Lebanon, Iran fired ballistic missil...
The Gift and the Invoice
By Ethan J. Martinez | The Fourth Turning Point
I. The Analyst Who Couldn’t Analyze Himself
For most of my life, I have been more comfortable inside other people’s systems than my own.
I can construct a macro framework for a col...
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The writers behind this newsletter.
Independent analysis of markets, power, and political cycles. Tracking where incentives break systems before accountability arrives. Disclosed positions. No affiliations. No filler.
Holding The Torch is a newsletter about truth, openness, and liberation — messages that cut through the noise.
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