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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Neil @HoweGeneration , I don't hear much whining about you these days (thanks for that!) - you were Long Software 2 ways today, nice job $XSW $CIBR
According to Gallup, alcohol consumption is at a record low. But alcohol-related death rates remain elevated. What explains the mismatch? In my latest article, I dive into America’s changing drinking habits. demographyunplugged.com/p/is-america-s…
New podcast episode out. We talk about everything from the trade war with Canada to measles deaths in PA to the supposed economic D-Day. demographyunplugged.com/p/episode-103-…
Just made our latest podcast episode free for everyone. This week, we discuss bonds, the shifting midterm outlook, Iran’s new hardline leadership, and Trump’s pivot toward North Korea. Listen now and make sure to subscribe to my Substack. demographyunplugged.com/p/episode-102-…
Neil @HoweGeneration nice comeback for you and RPK in the last 2-3 weeks
The Fourth Turning is here. Investors need a framework for it. Neil Howe (@HoweGeneration), Portfolio Manager at Hedgeye Asset Management and co-author of The Fourth Turning, recently joined Bloomberg Television’s ETF IQ to discuss $HEFT and the generational forces driving today’s market, political, and geopolitical disorder. Markets are being shaped by forces much bigger than the latest data point or Fed headline. That’s the world $HEFT is built to help investors navigate. Watch Neil’s full Bloomberg appearance below. For more information, including holdings and strategy, visit hedgeyeam.com/HEFT
America's fertility divide is becoming increasingly geographic. In 2024, the five highest-TFR states were all red states, while the five lowest were all blue. Full rankings and an interactive map are in the article. demographyunplugged.com/p/chart-of-the…
Today is your last chance to take advantage of our exclusive summer offer. You can now unlock the full benefits of Demography Unplugged with a 34% discount on a one-year subscription. That's only $99 for everything Demography Unplugged has to offer.
I spend every week digging through the data to uncover the demographic trends shaping markets, the economy, and society. For the 4th of July, we're offering 34% off your first year of Demography Unplugged, just $99. demographyunplugged.com/summerdeal
🚨 Must-watch interview today at 12:30pm ET on Bloomberg Television. Renowned demographer, Fourth Turning author, and $HEFT co-portfolio manager Neil Howe @HoweGeneration joins @kgreifeld, @EricBalchunas and @scarletfu on Bloomberg ETF IQ. The topic: $HEFT, the Fourth Turning, global turmoil, and how investors can navigate it instead of getting run over by it.
I spend every week digging through the data to uncover the demographic trends shaping markets, the economy, and society. For the 4th of July, we're offering 34% off your first year of Demography Unplugged, just $99. demographyunplugged.com/summerdeal
From Bernie Sanders to Donald Trump, AI socialism is emerging as the new battlefront in populist politics. Why are politicians on both the left and right embracing it? I break it down in my latest podcast. demographyunplugged.com/p/episode-98-a…
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
Does Ken Paxton's primary victory make Texas more competitive for Democrats? Not necessarily. In my latest podcast episode, I explain why the conventional wisdom may be wrong. demographyunplugged.com/p/episode-96-q…
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…
HedgeyeLIVE is next week! Tickets here: hedgeyelive.com. Amazing guest lineup incl. John Spytek (Las Vegas Raiders GM), @Mike_Taylor1972 @GioValiante @DiMartinoBooth @HoweGeneration @HedgeyeAM @denniswhkwok and many more.
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…
Jim Bianco @biancoresearch
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Michael A. Blum @mablum
10K Followers 985 Following President & Co-Founder @Hedgeye @Hedgeyeam, Original @Firefly_Space Co-Founder, @PayPal @DRIScience
Pippa Malmgren @DrPippaM
78K Followers 14K Following https://t.co/JKqP6h9O3U - where I write on economics, geopolitics and tech. Award-winning author, Fmr US Presidential Advisor + tech entrepreneur Φ ☯︎ ∞
Jay Van Sciver @HedgeyeIndstrls
17K Followers 1K Following Industrials & Materials Sector Head at Hedgeye Risk Management; autos, machinery; Not Investment Advice https://t.co/W18yedTtTV
Andrew Freedman, CFA ... @HedgeyeComm
37K Followers 3K Following Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco); SpaceX+ Anthropic + OpenAI NOT Investment Advice
Jurrien Timmer @TimmerFidelity
228K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Harald Malmgren @Halsrethink
85K 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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393K Followers 2K Following The premier marketplace for crowdsourced investor intelligence.
Brian McGough @HedgeyeRetail
29K Followers 490 Following Co-founder of Hedgeye with 30 years of experience covering retail. Was Executive Director at Morgan Stanley, ran the consumer franchise at Copper Arch Capital.
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CNN @CNN
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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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Todd Jordan @HedgeyeSnakeye
9K Followers 104 Following The MD for Gaming, Lodging and Leisure and CFO at Hedgeye, TJ enjoys the analysis and pursuit of leisure. Previously a PM and Analyst at JAM, Cobalt & Ardsley.
Steve Barrera @SteveGeneration
353 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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Jeremy McLean @HedgeyeRetailJM
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
Yahoo Finance @YahooFinance
2.1M Followers 356 Following The world’s biggest business news platform: https://t.co/EhQ75nXob3 Get the free Yahoo Finance app & subscribe to our morning newsletter, the Morning Brief ⬇️
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