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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

It’s Morning Again in America.

THE FOURTH TURNING POINT | NOVEMBER 6, 2026

Well, America.

You magnificent group of individuals.

Subscribe now


I. THE ART OF LOSING.

In 2016, the polls underestimated the movement that carried Donald Trump to the White House....

10 hours ago
12
1

Election 2026 · The Five Historical Verdicts

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...

4 days ago
21
3

Red. Blue. One Damn Country.

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...

5 days ago
20
2

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...

a month ago
16
3

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...

a month ago
15
7

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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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