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Oguz Erkan
25.7K posts
Oguz Erkan
@oguzerkan
Investor | The founder & writer of the Capitalist-Letters newsletter read in +180 countries
- This man knows the market. He predicted: 1) Dot-com Bubble (2000) 2) Great Recession (2008) 3) The COVID Bubble (2021) Howard Marks just went on Bloomberg and said "tariffs are changing everything." Here is his latest warning: 🧵
- I can’t believe I’m hearing this… Trump says illegal immigrants who work on farms and hotels can stay because they are cheap labor. Same guy doesn’t want cheap manufacturing from China. Make it make sense…
00:00 - This man sees the future. He predicted: 1) Dot-com Bubble (2000) 2) Great Recession (2008) 3) The COVID Bubble (2021) Here is Howard Marks' latest warning: 🧵
- Ray Dalio sees the future. He warned, "Something worse than a recession is coming." It's already happening. Gold prices are soaring while the USD index is collapsing. What Ray Dalio sees coming next is disastrous: 🧵
- This is the greatest investor ever. Stanley Druckenmiller has never had a down year. His fund returned 30% annually for 30 years. Here is his updated philosophy:
- This man knows the market. He predicted: 1) Dot-com Bubble (2000) 2) Great Recession (2008) 3) The COVID Bubble (2021) Here is Howard Marks' latest warning: 🧵
- I can’t believe this guy holds a PHD in Economics from Harvard. He says Vietnam’s reducing tariff to 0 doesn’t solve the US trade deficit with Vietnam. Well, because US is so rich it can afford anything from Vietnam but Vietnam can’t afford anything from the US. Please stop…
00:00 - Ray Dalio sees the future. He said, "The US is going into a death spiral of debt." Few weeks later, Moody's downgraded the US credit score, citing the mounting government debt. What Ray Dalio sees coming next is disastrous: 🧵
- Bill Ackman is one of the best investors of our generation. In the last five years, his fund returned 183% against 102% return of S&P 500. Yesterday, I re-watched his 3 hours long interview with Lex Fridman. Here are the 7 things you can't miss: 🧵 (No. 5 is critical)
- $AMZN is now trading at 15 times operating cash flow, lowest in history. Meanwhile free cash flow is expected to grow 33% annually for the next 5 years. Can you tell me one reason why this shouldn't work incredibly well from here?
- Ronald Reagan: "Tariffs increase inflation, reduce innovation and erode competitive edge of a country."
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