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The Fourth Turning Point

Independent macro, geopolitical, and electoral analysis with disclosed positions and a public track record.

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Latest Issues

Flávio First. Lula Close. Brazil Moves Right.

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...

10 days ago
15
2

Brazil: Everything Comes Down to Today

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...

14 days ago
15
6

Where the Senate Map Stands

It started with counting.

I don’t know why. It was late. I had exactly 501 tabs open on my phone, and counting felt just a little bit more productive than sleeping.

Texas 15. Michigan 13. Ohio 11. Iowa 11. New Hampshire 10. Georgia 10. No...

21 days ago
18
2

Seven States. Five Wins. One Senate.

Part II of “The Map Is Moving: My Complete 2026 Senate Forecast.”

Here’s Part 1:


I’m still a registered Republican.

Somehow. One day I’ll make a post about that. It’s become an increasingly complicated sentence to write.

I want...

a month ago
33
16

The Map Is Moving: My Complete 2026 Senate Forecast

I Took a Break and Built a Senate Forecast

I said I was taking a break.

Now it’s time to show everyone what I did instead.

Apparently this is what I call a break.

I guess my version of rest is refreshing Alaska’s returns at one in th...

2 months ago
33
40

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  • The Fourth Turning Point

    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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