Neil Howe @HoweGeneration
Coined Millennial. Portfolio Manager @HedgeyeAM. Author: The 4th Turning Is Here, The 4th Turning, & Generations. Newsletter: https://t.co/DXr5JTH66B linktr.ee/howegeneration Washington, DC Joined August 2015-
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Just filmed my 2026 US Demography Review. If you are interested in the demographic trajectory of our country, this is the most in-depth reporting you will see all year. demographyunplugged.com/p/video-2026-u…
Neil Howe @HoweGeneration predicted decades ago that a crisis around 2020 would mark a major historical turning point. At @WSJ’s flagship Future of Everything event, Howe explains why the next phase of this chaotic Fourth Turning could bring an even bigger global reset. His framework underpins $HEFT. wsj.com/video/the-four… This material should not be relied upon as investment, tax or legal advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. For more information, including holdings and strategy, visit hedgeyeam.com/heft
Graham Platner (@grahamformaine) will be a much stronger candidate than Gov. Janet Mills. Still, Susan Collins has a long history of surviving difficult election cycles. Expect Maine to be a very close race. demographyunplugged.com/p/episode-95-a…
One side effect of recent gerrymandering is that political parties in Congress are becoming even more regional. This echoes the 1850s, and it will likely make partisanship even worse. demographyunplugged.com/p/episode-94-c…
Game. On. 🔥 Hedgeye's 16th "INVESTING SUMMIT" April 21-23 11am-1pm ET 3 days. 9 webcasts. 0 excuses. Reserve your free virtual seat: tinyurl.com/23drmv38
It’s increasingly unlikely Kevin Warsh is confirmed as Fed Chair before May 15. Powell says he’ll stay on as temporary chair, setting up a direct standoff with Trump that could spill into the courts. demographyunplugged.com/p/episode-93-w…
The trend towards older moms has steadily accelerated over the last 30 years. But these gains are not large enough to offset declines among younger women. For an offset to be effective, we would have to see a significant rise in the birth rate of 30-to 34-year-olds. But we aren’t seeing that. The birth rate for this group is the same in 2025 as it was in 2004. demographyunplugged.com/p/americas-bir…
Neil @HoweGeneration another nice rip for you in this GE Vernova $GEV eh (new highs)
The Fourth Turning paradox of institutional leadership: The leader presents himself as the protector of the institution’s integrity while simultaneously embodying everything that eroded it. If you haven’t read Neil Howe's The Fourth Turning Is Here, we’d strongly suggest you pick up a copy. @HoweGeneration is our in-house demographer here at Hedgeye, and his generational theory is one of the most important frameworks for understanding where we are right now. Not just in markets, but in society. Howe argues that Anglo-American history moves in roughly 80-to-100-year cycles, each divided into four “turnings” that last about 20 years each. The First Turning is a High—post-WWII America, institutional confidence sky-high, civic order strong. The Second Turning is an Awakening—the 1960s and 70s, when the counterculture began tearing at the social fabric. The Third Turning is an Unraveling—Reagan through the early 2000s, where individualism runs rampant and institutions hollow out. And the Fourth Turning is the Crisis—where everything that was rotting beneath the surface finally collapses under its own weight and forces a total reconstruction. What's particularly important to note is that the Crisis doesn’t come out of nowhere. It’s the product of decades of institutional decay in which the people running institutions got more interested in preserving their own status and comfort than in serving the mission those institutions were built to fulfill.
Great new book by Nicholas Tobias, The Monastery of the Damned: From the Ivy League to the French Foreign Legion. Amazon: amazon.com/Monastery-Damn… Here is my blurb on the back cover.
@KeithMcCullough Elbit Systems is one of the most experienced drone manufacturers outside Ukraine. It produces ~85% of IDF land systems and drones. It's now the largest stock on the Tel Aviv exchange. And it's on the U.S. prime contractor list.
Heavy social media use is associated with a darker political outlook. Among adults who spend an hour or less per day on social media, only 9% say it is sometimes acceptable to use violence to achieve political goals. But among those who scroll for five or more hours, 22% say the same. That’s a 13-point difference. demographyunplugged.com/p/heavy-social…
The Fourth Turning Is Here — And Wall Street Doesn't Want You to See It app.hedgeye.com/insights/18026… via @HoweGeneration
Jim Bianco @biancoresearch
667K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Santiago Capital @SantiagoAuFund
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Hedgeye @Hedgeye
332K Followers 1K Following We are an independent investing research and financial media company. Not Investment Advice. Access our research at https://t.co/7g2FfaekGA.
Michael Green @profplum99
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86K Followers 3K Following Advisor to Presidents Kennedy, Johnson, Nixon and Ford as well as many global leaders. Focused on trade, markets, geopolitics and strategic security.
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394K Followers 2K Following The premier marketplace for crowdsourced investor intelligence. Click the link below to get free access 👇
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292K Followers 2K Following You are what you read. (For Customer Service, please contact @BN_care. Instagram/Facebook/YouTube: barnesandnoble 📚)
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351 Followers 2K Following I blog and retweet generations stuff. For Fourth Turning discussion, go to F B, search for "The Fourth Turning discussion group".
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7K Followers 48 Following Analyzing global retail with Hedgeye My tweets do not constitute investment advice Research via subscription at Retail Pro link below or visit https://t.co/Kr52ctazRH
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