
Independent macro, geopolitical, and electoral analysis with disclosed positions and a public track record.
| Platform | Pricing | Only free issues | Publishes | Daily | |
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| Issues | 147 | Founded | a year ago | Last Issue | 10 days ago |
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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...
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...
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...
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...
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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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