Via Gold and Geopolitics Substack,
Foreword
I
first thought to write this as a multi-part series, but I finally
decided to group everything together as it wouldn’t do justice to this
article. There’s a lot to unpack when discussing the ongoing societal
changes, and I feel I barely touched on anything but the essence of
that. Even then, standing at more than 6000 words, and spending nearly
10 full waking days refining it, the scope of what we’re witnessing
feels almost too vast to capture in any single piece.
The Fourth Turning doesn’t reveal itself gradually—it crashes over you all at once when you finally start to see the pattern. Writing
this piece felt like trying to grab sand in my hands; every attempt to
contain one aspect of the transformation led to three more slipping
through my fingers.
What
you’ll read here is my best effort to trace the contours of something
far larger than any individual could possibly comprehend.

The same boiling water that softens the potato hardens the egg.
— Roald Dahl
We’re all in the same boiling water now—the
Fourth Turning’s Crisis that began with Lehman Brothers’ collapse in
2008—but whether we emerge hardened or dissolved depends entirely on
what we’re made of. We’re now deep in the Fourth Turning, the winter of
this historical cycle, and if you think the past few years have been
chaotic?
You ain’t seen nothing yet!
History doesn’t move in straight lines.
It breathes, it pulses, it turns through seasons as predictable as
winter following autumn. William Strauss and Neil Howe discovered this
pattern in 1997. Like clockwork, every 80 years or so - a human
lifetime, America faces an existential crisis that threatens to tear
apart everything we thought permanent. We’ve been through this three
times before, and we’re going through it again right now.

Strauss
and Howe predicted in 1997 that around 2005, some spark would ignite a
Crisis mood. They suggested it might be “as ominous as a financial
crash, as ordinary as a national election, or as trivial as a Tea
Party”. They nailed it. The 2008 financial crisis wasn’t just another
recession—it was the moment the post-World War II global order began its
death spiral. Lehman Brothers’ September 15, 2008 collapse marked more
than a bank failure; it marked the beginning of the end of trust in the
system itself.
I’ve started following these markets around 2007,
and what happened after that particular collapse was unprecedented. The
Federal Reserve’s balance sheet exploded from $900 billion to $4
trillion in a matter of years, then to $9 trillion during COVID. The
national debt, which stood at $10 trillion in 2008, has now reached $37
trillion as of August 2025. We didn’t solve the crisis—we papered it
over with printed money and kicked the can down the road. We didn’t
solve the problem—we made it exponentially worse. As someone who tracks
gold markets, I can tell you with increasing clarity: the people who
actually understand money are quietly converting their paper promises
into something that can’t be printed.

The response to 2008 revealed something critical: our institutions no longer functioned as designed. The
Federal Reserve, created to be a lender of last resort, became the
market itself. Banks that should have failed were declared “too big to
fail”. Capitalism’s core principle—that bad bets lead to bankruptcy—was
suspended for the connected class while enforced ruthlessly on everyone
else. The very people who caused the crisis not only avoided jail but
got bonuses funded by taxpayer bailouts. The social contract didn’t just
fray; it snapped.
What most people didn’t understand then—and
many still don’t grasp now—is that 2008 never really ended. Each
intervention created larger distortions requiring bigger interventions.
Zero interest rates led to asset bubbles. Quantitative easing led to
wealth inequality explosion. Each “solution” deepens the underlying
problem: a system that could only survive through ever-increasing debt
monetization. The music has stopped, but the Fed keeps the party going
by turning up the volume until everyone is deaf.
The knock-on
effects rippled globally. European banks, stuffed with toxic American
mortgage securities, required massive bailouts. The European debt crisis
followed, nearly destroying the euro. China, terrified of global
depression, launched the largest credit expansion in history, building
ghost cities and redundant infrastructure. Every major economy became
addicted to monetary heroin, and seventeen years later, we’re still
shooting up.
But
the financial crisis was just the catalyst. What makes this a Fourth
Turning isn’t the proximate cause but the comprehensive breakdown that
follows. Look around. Every institution Americans once
trusted—government, media, academia, medicine, law enforcement,
intelligence agencies—has suffered catastrophic reputational collapse.
When the CDC changes its story for the fifth time, when the FBI raids a
former president, when the Supreme Court’s legitimacy is openly
questioned, you’re not watching normal political friction. You’re
watching the complete unraveling of institutional authority.

This Fourth Turning differs fundamentally from all previous ones because of technology’s role.
We’re not fighting with muskets or tanks—we’re fighting with
algorithms, narratives, and digital currencies. The battlefield isn’t
Gettysburg or Normandy; it’s your smartphone screen, your social media
feed, your digital wallet.
Previous Fourth Turnings required mass
mobilization of physical bodies. Men marched to war, women worked in
factories, everyone bought war bonds. Physical presence mattered. But
our Fourth Turning is being fought in the realm of information and
perception. When you can’t trust any source of information, when
deepfakes make seeing no longer believing, when AI can generate
unlimited propaganda at zero marginal cost, how do you even know what
you’re fighting for or against? The fog of war has become the fog of
everything.

Consider
the comprehensive surveillance apparatus that’s emerged since 2008.
Edward Snowden’s 2013 revelations showed us the NSA was collecting
everything—every email, every text, every call. But that was just the
beginning. Now we have AI-powered behavioral prediction, social credit
systems, and facial recognition networks. China leads the way with 700
million surveillance cameras—more than half the world’s total—but
Western “democracies” aren’t far behind. London has more cameras per
capita than Beijing. San Francisco uses the same facial recognition
technology as Shanghai.
The COVID-19 pandemic accelerated this technological authoritarianism by decades.
Digital vaccine passports normalized the idea that you need government
permission to enter a restaurant. Contact tracing apps trained us to
accept constant location monitoring. QR codes made every movement
trackable. What would have taken a generation to impose gradually was
accomplished in months under the banner of “public health”. The ratchet
only turns one way—powers gained during a crisis are never voluntarily
relinquished.

Consider the Central Bank Digital Currency (CBDC) agenda that’s advancing globally while most people remain blissfully unaware.
This isn’t just digitizing money—it’s making money programmable,
controllable, censorable. The Federal Reserve, Bank of England, and
European Central Bank are all developing CBDCs, following China’s lead
with the digital yuan. Imagine a world where your ability to buy
gasoline depends on your carbon credit score, where your grocery
purchases are limited by your BMI, where your savings can be “expired”
to force spending. Money that can’t be used for disapproved purchases,
that can be frozen instantly if you express wrongthink.
It’s not imagination — China is already doing it. Europe is launching trials. The Federal Reserve is “researching” it.
This is the ultimate fusion of monetary and social control.
Bitcoin
emerged from the 2008 crisis’ ashes with a message embedded in its
genesis block: “Chancellor on brink of second bailout for banks”. The
cypherpunks who created it—whether Satoshi was an individual or a
team—understood that monetary sovereignty required technological
sovereignty. But here’s the uncomfortable question: did we play them or
did they play us? Bitcoin’s transparent blockchain makes every
transaction traceable forever. The NSA’s 1996 paper “How to Make a Mint”
described a system remarkably similar to Bitcoin. The CIA met with
Gavin Andresen, Bitcoin’s lead developer, in 2011. Was Bitcoin genuine
resistance or the perfect trap—getting libertarians to build their own
financial panopticon?

The
promise was decentralization, but the reality is increasingly
centralized. A handful of mining pools control Bitcoin’s hash rate. A
few exchanges handle most trading volume. BlackRock and other
institutions now dominate ownership through ETFs. The rebels who thought
they were building an alternative to Wall Street may have just built
Wall Street 2. 0. With better surveillance.
Every Fourth Turning includes a monetary reset.
The Revolution gave us the Constitution’s gold and silver clause. The
Civil War brought greenbacks and the National Banking System. The
Depression/WWII era ended the gold standard domestically and created
Bretton Woods. What’s coming this time will be even more dramatic.
The
numbers are so large they’ve lost all meaning. The U. S. national debt
stands at $37 trillion as of August 2025. Unfunded liabilities—Social
Security, Medicare, government pensions—exceed $200 trillion. The
Federal Reserve holds over $1 trillion in unrealized losses. Commercial
banks sit on $600 billion in underwater securities. We’re not
approaching insolvency. We’re already there. Just one repricing away
from systemic collapse. And everyone in finance knows it. The only
question is whether it happens slowly (inflation), suddenly (default),
or systematically (CBDC rollout).
My money, literally, is on “all of the above”.

While
Americans fight over pronouns and vaccines, the rest of the world isn’t
standing still. The real Fourth Turning story isn’t just about
America—it’s about the end of the American Century and the birth of
something new. The unipolar moment that began with the Soviet Union’s
collapse in 1991 is over. We’re not transitioning to a new order but to
disorder—multiple competing power centers with incompatible worldviews
and no hegemon strong enough to impose rules.
Russia and China’s
“no limits” partnership, announced February 4, 2022, just before the
Ukraine war, represents the most significant geopolitical realignment
since the Molotov-Ribbentrop Pact. Unlike that cynical arrangement
between natural enemies, this reflects genuine strategic convergence.
Let that sink in.
The two largest threats to American hegemony have decided they’re better off together than apart. China
needs Russian resources and military technology. Russia needs Chinese
markets and manufacturing. Both need to break American hegemony. Their
combined nuclear arsenals, industrial capacity, and geographic position
make them essentially unsanctionable and uncontainable. While we’ve been
focused on internal divisions, they’ve been stockpiling gold, building
alternative payment systems, and creating a parallel world order that
doesn’t need dollars or SWIFT.
I’ve called this “water finding a
way”—capital, trade, and power flowing around obstacles like sanctions
and finding new channels. The West sanctions Russia, so Russia sells oil
to India and China at a discount. We freeze Russian reserves, so
everyone else starts wondering if their dollars are safe. We weaponize
SWIFT, so they’re building alternative payment systems. Every action
creates an equal and opposite reaction, and we’re too arrogant to see
we’re accelerating our own replacement.
But perhaps the most devastating loss isn’t monetary or military—it’s moral. The
West built its post-WWII hegemony not just on military might and
economic power, but on moral authority. We are the “good guys” who
defeated fascism, rebuilt Europe, and championed democracy and human
rights. That moral high ground is gone, destroyed by our own hypocrisy.
When we lecture others about sovereignty while expanding NATO to
Russia’s borders despite promises not to, when we invoke “rules-based
order” while ignoring international law when convenient, when we
sanction countries for actions we ourselves commit—the world sees
increasingly through it.
Take Ukraine. We frame it as democracy
versus autocracy, good versus evil. But Russia has legitimate security
concerns that we’ve deliberately ignored for decades. How would America
react if China formed a military alliance with Mexico and stationed
missiles in Tijuana? We know exactly how—we nearly started nuclear war
over Soviet missiles in Cuba. Yet we expect Russia to accept NATO
expansion to its borders as normal. The West could have guaranteed
Ukrainian neutrality and avoided this war entirely. Instead, we used
Ukraine as a proxy to bleed Russia, but it’s Ukraine that’s bleeding
out. Hundreds of thousands dead. For what? So Victoria Nuland could have
another regime change on her résumé?
Or look at Gaza. Israel is
systematically destroying an entire population—bombing hospitals,
schools, refugee camps, killing journalists, aid workers, children by
the thousands. The International Court of Justice is investigating
genocide charges. They issued arrest warrants. Yet the same Western
leaders who thundered about Russian war crimes provide Israel with
weapons and diplomatic cover for atrocities that shock the conscience.
When you can watch children being deliberately starved and bombed while
your government calls it “self-defense”, something fundamental breaks in
your worldview. The system reveals itself as not just flawed but
actively evil.
This moral bankruptcy accelerates the Fourth Turning’s institutional collapse.
When people see their governments supporting genocide while preaching
human rights, enabling war crimes while demanding justice, destroying
countries while claiming to protect democracy—they don’t just lose trust
in leaders. They lose faith in the entire Western project. Every
Palestinian child killed with American weapons creates a hundred people
who will never believe the Western moral claims again. Every Ukrainian
conscript sent to die for NATO expansion makes a mockery of our
“defensive alliance”. The hypocrisy isn’t just noted; it’s radicalizing.
The
Ukraine war thus becomes a triple failure. Militarily, it demonstrates
that despite spending more than the next ten nations combined, we can’t
defeat Russia in its own backyard. Economically, our sanctions backfire,
strengthening alternative systems while weakening our own. But most
critically, morally, it exposes the lies undergirding the entire system.
We’re not defending democracy—we’re pursuing hegemony. We’re not
protecting sovereignty—we’re expanding empire.
e’re not the good guys.
We’re just another power, playing the same brutal game, whilst demanding everyone pretend otherwise.

The
expansion of BRICS in 2024 to include Saudi Arabia, Iran, Egypt,
Ethiopia, and the UAE wasn’t just about adding members—it was about
creating a critical mass. BRICS now represents 45% of the global population, 35% of global GDP, and controls most of the world’s critical resources.
More importantly, it offers an alternative.
Countries
can now access development funding without IMF conditionalities, trade
without SWIFT, and maintain reserves without dollars. Every country that
joins weakens the Western system and strengthens the alternative.
The Middle East’s transformation is particularly striking.
Saudi
Arabia, America’s most important Arab ally since 1945, is now buying
Chinese fighters, pricing oil in yuan, and coordinating with Russia on
production cuts. The Abraham Accords, trumpeted as an historic
achievement, are being superseded by Chinese-brokered agreements. When
Iran and Saudi Arabia restored relations under Chinese auspices in 2023,
it marked the end of American diplomatic monopoly in the region.
But
the real prize is Taiwan. If China takes Taiwan —increasingly likely
given war game results— without an American military response, the
entire American alliance system will collapse overnight.
Japan, South Korea, the Philippines, and Australia would have to accommodate China.
The dollar would lose reserve status as countries realized American security guarantees are worthless.
It wouldn’t be a military defeat but a psychological collapse—the moment everyone realizes the emperor has no clothes.
The
tragedy is that America’s military, despite spending more than the next
ten nations combined, can’t win wars anymore. We couldn’t defeat the
Taliban after twenty years. We can’t build ships that work—the Littoral
Combat Ship, Zumwalt destroyer, and Ford-class carrier programs are all
disasters. We can’t even supply Ukraine with enough 155mm shells, the
most basic artillery ammunition. The military-industrial complex is
optimized for profit, not victory. And now we’re paying the price.

Fourth
Turnings are generational psychodramas where each archetype plays its
destined role. But something’s different this time—the actors seem to be
forgetting their lines.
The Boomers (our Prophet generation) should be the Gray Champions providing moral clarity during the Crisis. Instead, they are the
crisis. They’ve held power longer than any generation in American
history and refuse to let go. Biden, Trump, Pelosi, McConnell—all in
their 80s or late 70s, all clinging to power like Gollum to his
precious. The oldest president in American history is followed by the
second-oldest. Congress looks like a nursing home. The Supreme Court is a
gerontocracy. They won’t pass the torch; it will have to be pried from
their cold, dead hands.
But which Boomer is the Gray Champion?
Trump fits the archetype—the charismatic elder who emerges during the
Crisis to remake society. His first term was prologue; his return in
2025 could be the main act. He has the prophetic certainty, the devoted
following, the absolutist vision. But Gray Champions are supposed to
unite society for collective purpose, and Trump divides as much as he
inspires. Maybe that’s the point—maybe this Fourth Turning’s Gray
Champion destroys the old order rather than defending it.
Generation
X, my generation, are playing our Nomad role perfectly—cynical
survivors building escape routes. We’re the ones stacking gold, learning
skills, moving to rural areas, homeschooling our kids. We don’t believe
in collective anything because every institution failed us. Latchkey
kids who raised ourselves, we learned early that self-reliance is the
only reliability. We’re not trying to save the system; we’re trying to
survive its collapse.
But it’s the Millennials who worry me.
They’re supposed to be the Hero generation—the ones who should come
together, sacrifice for the collective purpose, and rebuild from the
ashes. Previous Hero generations—the Republicans who fought the
Revolution, the Gilded who won the Civil War, the GI Generation who
defeated fascism—had external enemies to unite against. This generation
can’t even agree on basic reality.

Half of them want socialism without understanding that socialism requires a social cohesion they don’t have. The other half chase wealth through crypto and day-trading while living in their parents’ basements.
They’re the most educated generation in history but can’t do basic repairs.
They’re the most connected but loneliest.
They’re supposed to be heroes, but they’re barely functional adults.
Maybe that’s harsh, but Fourth Turnings don’t care about hurt feelings.
The problem might be that this generation’s Crisis is too abstract.
Climate
change is the perfect example—it’s an ever-shifting, never-reached goal
that keeps moving further away the closer we supposedly get. First it
was global cooling in the 1970s, then global warming, now “climate
change” to cover all bases. The apocalypse is always 10 years away—in
1989, the UN said we had until 2000 before irreversible damage. In 2006,
Al Gore gave us 10 years. In 2019, Greta gave us 12. The goalposts keep
moving, the demands keep escalating, but the emergency never quite
arrives.
You can’t defeat climate change like you can defeat Nazi
Germany. There’s no V-E Day for carbon emissions, no unconditional
surrender of greenhouse gases. It’s a permanent crisis requiring
permanent sacrifice with no victory condition—exactly the kind of
nebulous threat that demobilizes rather than mobilizes.
Systemic racism is another concept, not a Confederate army you can defeat at Gettysburg.
COVID was scary. But not scary enough. A 99% survival rate doesn't mobilize like Pearl Harbor.
Our heroes need something concrete to fight against, and they might get it soon enough.
Generation
Z and Alpha, our emerging Artists, are being shaped by this Crisis in
ways we don’t yet understand. They’re growing up with screens instead of
friends, algorithms instead of thoughts, anxiety as baseline. Previous
Artist generations were overprotected physically but connected socially.
This one is overprotected digitally but isolated physically. They might
be the first generation that’s more comfortable in virtual reality than
actual reality. Whether that prepares them for the future or ruins them
for it remains to be seen.

Every Fourth Turning includes cultural revolution—the complete inversion of previous values. What
was sacred becomes profane; what was profane becomes sacred. We’re
living through that inversion now, and it’s more extreme than anything
since the 1960s.
The traditional family structure, foundation of
every successful society in history, is now “heteronormative
oppression”. Having children is selfish environmental destruction.
Marriage is patriarchal enslavement. Meanwhile, drug use is harm
reduction, crime is social justice, and mental illness is identity.
We’re not just tolerating dysfunction; we’re celebrating it. The DSM-5
has become a character creation guide.
The gender revolution is
particularly telling. Not content with equal rights—a worthy goal
achieved decades ago—we’ve moved to denying biological reality itself.
Men can be women. Women can be men. Children can choose their sex like
they choose breakfast cereal. Anyone who points out biological facts is a
“transphobe” who must be destroyed. We’re performing medical
experiments on children that would have been considered crimes against
humanity a generation ago, and we call it “healthcare”.

This isn’t organic social evolution—it’s engineered chaos. Every
institution pushes the same message simultaneously. Corporations
mandate pronoun training. Schools teach gender fluidity to
kindergartners. Media celebrates each new boundary pushed. It’s too
coordinated to be coincidental. Someone benefits from this social
dissolution.
And it’s not the confused kids getting surgeries they’ll regret.
The
racial revolution follows similar patterns. Not content with civil
rights—another worthy goal largely achieved—we’ve moved to racial
revenge. “Antiracism” means active racism against whites and Asians.
“Equity” means equal outcomes regardless of effort. “Diversity” means
everyone thinks the same but looks different. Martin Luther King’s dream
of colorblind society is now considered racist. We’re re-segregating
schools and calling it progress.
The religious revolution
completes the trifecta. Traditional Christianity, the bedrock of Western
civilization for two millennia, is now “hate”. Churches that maintained
consistent doctrine for centuries are “bigoted”. Meanwhile, we’ve
created new religions—wokeism, climatism, covidism—complete with
original sin (privilege/carbon/unvaccination), confession (struggle
sessions), and excommunication (cancellation). These new faiths are more
intolerant than any Inquisition.
The purpose of cultural revolution isn’t progress—it’s demoralization.
When you can make people affirm obvious lies, you’ve broken their spirit.
When you can make them betray their children, you’ve broken their souls.
When nothing is sacred, nothing is worth defending.
A demoralized population doesn’t resist tyranny; it welcomes it as relief from chaos.
But cultural revolutions create their own antibodies.
The more extreme the push, the more violent the snapback.
Parents discovering what schools are teaching their kids become activated.
Workers forced into struggle sessions become radicalized.
Normal people told they’re evil for being normal don’t stay normal—they become resistance.

Resolution Scenarios for the 2030s
Based
on historical patterns and current trajectories, this Fourth Turning
will resolve somewhere between 2028 and 2033. But resolution doesn’t
mean return to normal—it means transformation into something
unrecognizable. Let me paint the possibilities as I see them.
The Breakup (Most Likely)
Trump
returned as the Gray Champion in 2025, but not the Trump of 2017. This
is a Trump unleashed, a Trump with nothing to lose, a Trump surrounded
by true believers instead of establishment Republicans. He uses
emergency powers to implement his vision—mass deportations, tribunals
for the “deep state”, even a possible federal takeover of elections. But
here’s where the script diverges from his expectations.
Trump, the self-proclaimed dealmaker and strongman, starts losing.
Everywhere.
He
already lost Ukraine—Congress won’t fund it anymore, Europe can’t
sustain it alone, and Russia grinds to victory through sheer attrition.
He loses Iran—they get the bomb while he’s tweeting threats, fundamentally altering Middle Eastern power dynamics.
He tries to bully Venezuela with military threats and sanctions, but
they’ve learned from watching Russia that America’s bark is worse than
its bite.
Each loss emboldens the next challenger. The world realizes the emperor truly has no clothes.
Seeing
that he’s losing both militarily and morally—with Israel’s ongoing
genocide in Gaza destroying what remained of American moral
authority—Trump does what all failing empires do: he turns inward. But
this creates an economic catastrophe. His tariffs, meant to punish
others, punish Americans with inflation. His pressure on the Fed to cut
rates despite soaring prices destroys dollar credibility. His continued
weaponization of USD and SWIFT drives even allies to seek alternatives.
Suddenly, all those dollars held overseas come flooding home—tens of
trillions seeking safety as global trade abandons the greenback.
The dollar hyperinflates into toilet paper.
The
resulting inflation isn’t the 1970s redux everyone expects—it’s Weimar
Germany. When bread costs $50 and gas hits $20 a gallon, society doesn’t
slowly decay; it collapses. Supply chains that never fully recovered
from COVID snap completely. Cities that depend on just-in-time delivery
face actual starvation. The EBT system fails, and 40 million Americans
lose food assistance overnight. The military, traditionally conservative
and oath-bound, doesn’t splinter—it hunkers down, protecting what it
can, essentially writing off ungovernable areas.
Blue states,
which never really accepted Trump’s legitimacy anyway, make it official.
California stops sending tax revenue to Washington—why fund a
government that hates you? New York follows suit. Illinois, Oregon,
Washington state—they all realize they’re subsidizing their own
oppression. The federal government, broke from lost wars and fleeing
dollars, can’t enforce compliance. It’s not 1861 where Lincoln could
raise an army to preserve the union. The military won’t fire on
Americans, and Trump doesn’t have the loyalty to make them.
By 2035, America follows the Soviet playbook.
Not violent collapse but exhausted dissolution. The federal government,
like Gorbachev’s Kremlin, simply becomes irrelevant. States stop
listening, regions form their own arrangements, and one day everyone
realizes the United States exists only on maps nobody updates anymore.
The empire doesn’t fall—it evaporates.
The Breakup v2 (Increasingly Possible)
The
differences prove irreconcilable. After another disputed election—2028
seems likely—states start going their own way. Not through formal
secession but through nullification and non-cooperation. Red states
refuse to enforce federal gun laws. Blue states refuse to enforce
immigration law. Both refuse to send tax revenue for programs they
oppose.
The federal government, broke and impotent, can’t enforce its will.
The military, asked to fire on Americans, refuses or splits. Washington
becomes ceremonial while real power devolves to regions. The Pacific
states form an economic union with Canada and Asia. Texas remembers it
was once a republic. The Northeast aligns with Europe. The heartland
goes its own way.
By 2035, America exists on paper but not in practice. The
dollar is replaced by regional currencies or Bitcoin. The military
splits into state militias. The federal government maintains embassies
and negotiates treaties, but has no domestic power. It’s not civil
war—it’s civilized divorce. Messy, expensive, but better than the
alternative.

The War Resolution (Plausible but Dangerous)
Taiwan is the obvious flashpoint.
China invades in 2027, calculating America won’t risk nuclear war over
an island. They’re right—we won’t—but we don’t back down either.
Economic war escalates to cyber war escalates to proxy war escalates
to... what? Not nuclear exchange—everyone loses—but something new.
Bioweapons that target specific ethnicities? AI-controlled drone swarms
that can’t be stopped? Infrastructure attacks that kill millions without
firing a shot?
Or maybe it’s Iran. Israel finally figures out how
to strike their nuclear program. Iran retaliates. America gets drawn
in. Russia backs Iran. China backs Russia. Suddenly we’re in World War
III without anyone planning it. The Middle East burns. Europe freezes
without Russian gas. Asia starves without Middle Eastern oil. Supply
chains collapse. Billions face famine.
The war isn’t won or lost—it just ends when everyone’s exhausted.
America “wins” by not losing as badly as others, but the victory is
pyrrhic. A generation is traumatized. The economy is destroyed. The
empire is over. We retreat to our hemisphere, rebuild what we can, and
try to forget. The 2030s are about recovery, not prosperity.
The Transformation (Hopeful but Unlikely)
Maybe, just maybe, this Crisis catalyzes genuine renewal instead of collapse.
A new generation of leaders emerges—not Boomers clinging to power but
GenX/Millennial hybrids who understand both technology and reality. They
implement radical but necessary reforms: a constitutional convention
that updates our 18th-century operating system for a 21st-century
reality, a monetary reset that includes a debt jubilee and sound money, a
healthcare system that actually provides health rather than profits, an
education system that teaches skills rather than ideology, and a
political system that represents people rather than its donors.
Technology
gets harnessed for liberation rather than control. Open-source AI
breaks the corporate monopolies. Mesh networks break surveillance
states. Cryptocurrency breaks central banks. 3D printing breaks supply
chain dependencies. Unlimited clean fusion energy breaks resource
scarcity. We don’t return to the past but create a future that honors
what worked while fixing what didn’t.
By 2035, America is smaller globally but stronger domestically. We’re
not the world’s policeman anymore but we’re not an isolationist either.
We trade with everyone, ally with those who share our values, and mind
our own business otherwise. The federal government is smaller but more
effective. States have more autonomy but share a common purpose. It’s
not utopia but it’s sustainable.

After the Storm: The Coming High
History suggests that however this Fourth Turning resolves, a High will follow.
Spring always follows winter, even the harshest winter. The question
isn’t whether we’ll emerge but what we’ll look like when we do.
Previous
Highs shared common characteristics that we’ll likely see again. Social
cohesion will replace atomization—people will desperately want to
belong to something larger than themselves after years of isolation and
conflict. Institutional authority will be restored—not the old
institutions but new ones built by Crisis’ survivors who know what
failure costs. Conformity will be valued over individualism—after chaos,
order will feel like freedom. Economic growth will explode—all the
delayed investment and deferred consumption will be released all at
once.
But this High will be different because the world is
different. It won’t be American-dominated—that era is over regardless of
how this Crisis resolves. It might not even be Western-dominated. The
center of global civilization could shift to Asia for the first time in
500 years. Or we might see true multipolarity—regional powers managing
regional spheres without a global hegemon.
Technology will define
the new High more than politics will. Artificial intelligence will be
either a tool of total control or liberation depending on who controls
it. Bioengineering will extend the human lifespan—but perhaps only for
those who can afford it. Fusion energy might provide unlimited clean
power—or remain forever 20 years away. Space colonization could open
infinite resources—or remain science fiction. The choices made during
the resolution of this Crisis will determine which future we get.
The
Millennials who survive this Crisis will be different than the ones who
entered it. The Crisis completes this Hero’s generation development—it
burns away weaknesses and forges strength. They’ll build institutions
with the knowledge of how previous ones failed. They’ll raise children
in a stability they never knew themselves. They’ll create art that
celebrates order rather than chaos.
They’ll be boring, and that will be beautiful.
Their
children, the new Artists, will grow up in a world we can barely
imagine. They might be the first generation that’s more machine than
human—enhanced, augmented, connected to AI from birth. Or they might
rebel against technology entirely, seeking authenticity in a synthetic
world. Either way, they’ll be shaped by the High we create, just as we
were shaped by the Crisis we’re enduring.
The 2030s and 2040s
could be golden if we navigate this Crisis successfully. Imagine fusion
finally working, providing unlimited clean energy. Imagine AI
eliminating drudgery while humans focus on creativity. Imagine biotech
defeating aging, adding healthy decades to life. Imagine space colonies
opening infinite resources. Imagine governance that actually represents
people. Imagine money that can’t be debased. It’s all possible—if we
survive.
But survival isn’t guaranteed. Rome had
its Fourth Turning and ended up with the Dark Ages. China had multiple
Fourth Turnings that led to centuries of stagnation. The Soviet Union
had a Fourth Turning and ceased to exist. The difference between renewal
and collapse often comes down to leadership at the crucial moment. Do
we get Lincoln or Buchanan? FDR or Hoover? Churchill or Chamberlain? The
answer determines whether our grandchildren curse or bless our memory.

What this means for you
So we’re living through the most dangerous period in world’s history since World War II. What do we actually do about it? The answer depends on who we are and what we can control.
First
and foremost: accept that this is structural, not political. Your
candidate winning won’t fix it. Your party taking control won’t stop it.
The system itself is what’s breaking, and it needs to break for
something new to emerge. Fighting to preserve the current system is like
trying to hold back winter—exhausting and futile. Better to prepare for
spring while others freeze.
Secondly, position yourself
for multiple scenarios. Geographic diversification matters—have
somewhere else you can go if your area becomes untenable. This doesn’t
mean fleeing the country necessarily, but having options. A rural
property, family in another state, even just camping gear and a plan.
When cities burned in 2020, those who could leave did. Those who
couldn’t suffered.
Financial diversification is crucial but complicated. Yes,
own gold and silver—physical metal you can hold, not ETF promises. But
also understand their limitations. Gold doesn’t earn yield. Silver is
bulky. Both can be confiscated or taxed into uselessness. Diversify
across jurisdictions, asset classes, and storage methods. Some gold in a
safe. Some silver buried. Some Bitcoin in cold storage. Some cash in
small bills. Some barterable goods—ammunition, alcohol, antibiotics.
Don’t put all your eggs in any basket because all baskets have holes.
Skills diversification might matter most.
Learn to grow food—even apartment dwellers can grow something. Learn
basic medical care—when hospitals are overwhelmed, basic knowledge saves
lives. Learn to fix things—when supply chains break, repair becomes
invaluable. Learn self-defense—when police won’t come, you’re on your
own. Learn to teach—your children might need homeschooling. These skills
have value regardless of which scenario plays out.
Community building is essential but difficult.
Modern Americans barely know their neighbors, let alone trust them. But
any crisis creates rapid bonding—shared danger builds relationships
faster than years of small talk. Identify who around you is reliable.
Build relationships before you need them. But be careful—the person
flying the right flag might be an informant. The one flying the wrong
flag might be an ally. Judge by actions, not words.
Mental preparation matters more than physical. This
Crisis will last years more. You can’t maintain panic that long—you’ll
burn out. You need sustainable vigilance—alert but not anxious, prepared
but not paranoid. History is your friend here. Read about previous
Fourth Turnings. Understand that a Crisis is normal, not exceptional.
Our ancestors survived worse with less. You can too.
Most importantly, understand that you’re living through history, not the end of it. Yes,
the West as you knew itmight be ending. But something new is being
born. You get to participate in that birth. That’s not a burden—it’s a
privilege. Most humans live boring lives in boring times. You get to
live through transformation. Your choices matter. Your actions have
consequences. Your life has meaning.
The Fourth Turning will end,
probably around 2035. You’ll either be a survivor who helped shape the
new order or a casualty who didn’t. The choice—and it is a choice—is
yours.
The Choice Before Us
We stand at history’s inflection point. Behind
us, the familiar world dissolves into memory—the American Century, the
post-war order, the assumptions that guided our parents and
grandparents. Ahead, something new struggles to be born—unclear,
unformed, but inevitable. We can’t go back. That bridge is burned. We
can only go forward, through the Crisis, to whatever awaits on the other
side.
The Fourth Turning isn’t a prophecy—it’s a pattern. And
patterns can be understood, navigated, even shaped by those who see them
clearly. Our ancestors faced their Fourth Turnings without
understanding the cycle. We have the advantage of historical
perspective. We know this is temporary. We know it’s survivable. We know
it’s necessary.
But knowing and doing are different things.
Knowing winter comes doesn’t keep you warm—preparing for it does.
Knowing that the Crisis peaks before its resolution doesn’t make the peak any less dangerous—it might be even more so.
Knowing previous generations survived doesn’t guarantee we will—that depends on our choices.
The water is boiling all around us. Some are hardening into stronger versions of themselves. Others are dissolving into mush.
The difference isn’t random—it’s about what you’re made of and how you
respond to heat. You can’t control the temperature, but you can control
your composition.
These times demand passion, compassion, commitment, full-speed-ahead engagement with life.
Not because it’s comfortable—it’s not.
Not because it’s safe—it won’t be.
But
because we’re living through the most consequential period in American
history since World War II. Our choices will echo for generations. Our
actions will be studied by historians. Our courage or cowardice will
determine whether the Western experiment continues or ends.
The Fourth Turning suggests we have about five more years of Crisis before resolution.
Five years of increasing chaos, conflict, and transformation.
Five years that will feel like fifty.
Five years that will determine the next fifty.
Are you ready?
The storm is here.
The old world is dying.
The new world awaits.
What are you going to do about it?