This is the time to be excited.
Executive Summary
Holiday Season is over. Let’s see where we are: We’re not in a bubble. Not in a crash. We’re in a historic shift — what Neil Howe describes as a Fourth Turning: a time when institutions collapse, uncertainty reigns, and new systems are born. From wars and pandemics to supply chain chaos and political polarization, the signs are clear. But for the prepared investor, this is not a warning. It’s an invitation.
What’s Happening?
War & Global Shocks
Wars reshape markets through inflation, poverty, and price shocks—but history shows they also generate rebounds and growth (Magnifina, Investing.com).
COVID & Supply Chain Breakdown
COVID-19 disrupted the global supply chain at every level—from shipping containers to food availability (EY, CION).
Dysfunctional Governments
From Lebanon to Nigeria to major democracies, corruption and institutional breakdown reduce investment and economic efficiency (ERF, ResearchGate).
Polarization & Volatility
Affective political polarization decreases business investment by ~1% per standard deviation. Around elections, uncertainty and volatility spike sharply (SSRN, NBER).
Eroding Profits from Geopolitical Shocks
From 2017–2024, volatility wiped out $320B in global profits. Only companies focused on diversification and resilience thrived (Financial Times).
Why It Matters for Investors
Holiday is over. The waves are rising. This is your lifebuoy — a chance to invest with clarity, stability, and purpose. Let’s not drift. Let’s navigate.
Neil Howe’s “Fourth Turning” theory teaches us: these breakdowns create undervaluation. Solid assets go on sale. Long-term investors win by:
Investing in real-world infrastructure
Backing assets that provide certainty and belonging
Aligning with values, not just metrics
Markets recover. Societies rebuild. But only capital with clarity and courage shapes the next phase.
What’s Next?
Expect continued shocks—political, financial, social
See mispriced assets as opportunity, not risk
Prioritize values-driven businesses that offer resilience and human connection
At Jasmine Blue Capital, we’re not chasing hype—we’re building meaning and momentum:
🧑✈️ Financed pilot careers for families without access
🛫 Safe flight hours logged by graduates and leased fleets
🤝 Investments that strengthen trust, purpose, and continuity
This is how quiet capital makes history.
Join Jasmine Blue Capital
Investing in the Age of the Fourth Turning: Uncertainty Creates Opportunity for you. If you believe crises don’t just destroy—they reset the table—then we invite you to build with us.
📩 Let’s align your capital with assets that endure.