Oguz Erkan ✓
@oguzerkan · Join +23,000 Readers → · joined 22 Jun 2023
Investor | The founder & writer of the Capitalist-Letters newsletter read in +180 countries
127 990Followers
550Following
26 183Posts total
2.7MViews on collected posts
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This just doesn’t make sense..
$GOOG is up by 44% over the past year despite declining search volumes because it had a frontier AI lab.
Today, $META is about to overtake $GOOG in ad revenue and has already leaped ahead of $GOOG in AI models.
Yet, it’s still down 20% over the h
63.7K views · 331 likes
· 18 reposts · 54 replies
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Bond yields are spiking across the world, gold is crushing equities…
We are witnessing the collapse of fiat. https://t.co/6baIw0n0GT
11.9K views · 58 likes
· 4 reposts · 7 replies
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so...you're telling me Meta's new model is already ranking right next to Fable 5 and GPT 5.6 Sol?
there is absolutely no way this is real 😭 https://t.co/hB3DQ6IS06
218.5K views · 1.3K likes
· 38 reposts · 74 replies
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Ray Dalio: "There'll be a supply-demand issue for the US debt."
The US needs to refinance $8 trillion of debt soon while running a 6% deficit.
Investors know the deficit won't come down and the US will inflate its debt away.
So nobody wants to hold US debt at lower yields. htt
212.8K views · 1.8K likes
· 326 reposts · 49 replies
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@oguzerkan This is correct. "Inflate Away The Debt."
Historically, this is the norm for debtor nations. However, the USD remains the world's reserve currency, so the USA may be able to go a few more rounds than most. https://t.co/yARyqI3yRD
1.9K views · 6 likes
· 1 reposts · 0 replies
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Only 25% of large-cap managers are beating the S&P 500 this year. https://t.co/GCpUohaMsl
15.8K views · 87 likes
· 10 reposts · 7 replies
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@oguzerkan Another way might be to .... spend less than you earn ... https://t.co/Iedndsg5eI
842 views · 11 likes
· 0 reposts · 1 replies
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@oguzerkan Closest thing to “grew out of it”
Britain after the Napoleonic Wars (about 1815–1914) is the classic case. Debt peaked around 180–260% of GDP after Waterloo. By 1914 it was about 25–30%. Nominal debt did not collapse; the economy did the heavy lifting over a century of
3.1K views · 24 likes
· 4 reposts · 5 replies
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JUST IN: 🇺🇸 Treasury Secretary Bessent says the only way for the US to get out of debt is to grow its way out of debt.
1.2M views · 6.6K likes
· 561 reposts · 575 replies
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Every single "legend" is losing to the S&P 500 this year.
David Einhorn -4.1%
Cathie Wood -4.6%
Warren Buffett -11.0%
Bill Ackman -13.4%
Carl Icahn -22.0%
Michael Saylor -31.6% https://t.co/Y8ifbE4CKL
435.8K views · 2.3K likes
· 243 reposts · 307 replies
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@oguzerkan Whats your portfolio returns for 2024?
717 views · 2 likes
· 0 reposts · 6 replies
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@oguzerkan I don’t like that I don’t even get to see the price before entering my email
523 views · 1 likes
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@oguzerkan After seeing your take on Robotaxi that would be a no thanks.
983 views · 2 likes
· 0 reposts · 6 replies
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491.5K views · 171 likes
· 32 reposts · 49 replies
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Against accounts of the same size
10 posts from the last 90 days, next to the 100K–1M follower range. shown widely, but few of those viewers react.
Median views39 761this account5 983median for 100K–1M
Reach, %31.07%this account1.49%median for 100K–1M
Engagement, %0.67%this account0.93%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 39 761 | 5 983 | 6.65× |
| Reach (views ÷ followers) | 31.07% | 1.49% | 20.9× |
| Engagement rate | 0.67% | 0.93% | 0.72× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
491.5K21 Mar
98326 Apr
52314 May
71722 May
435.8K31 Aug
1.2M
3.1K
842
15.8K
1.9K
212.8K1 Sep
218.5K2 Sep
11.9K3 Sep
63.7K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.05%21 Mar
0.81%26 Apr
0.96%14 May
1.12%22 May
0.67%31 Aug
0.66%
1.07%
1.43%
0.67%
0.36%
1.02%1 Sep
0.64%2 Sep
0.59%3 Sep
0.64%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes78.9%12 674 in total
Reposts7.7%1 237 in total
Replies7.1%1 144 in total
Quotes2.4%380 in total
Bookmarks3.9%629 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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