Marko Papic ✓

@Geo_papic · Mostly on a plane! · joined 11 Mar 2022

BCA Research. Geomacro & Chief Investment Strategist. Author of Geopolitical Alpha. Podcast host of "Geopolitical Cousins." Views on Twitter are my own.

68 770Followers

146Following

4 071Posts total

55.1KViews on collected posts

Son gönderiler

Marko Papic ✓@Geo_papic7 Sep

Episode 77 of Geopolitical Cousins with my "cousin" @JacobShap has just dropped! Canada... America... Who wins? It's Labour Day in both America and Canada. Will they share more holidays soon? Listen and find out! https://t.co/gq4yFSZW7l 6.5K views · 40 likes · 1 reposts · 7 replies Open on X →

Marko Papic ✓@Geo_papic7 Sep

@Geo_papic @_PeterRyan U.S. factory construction looks like it has already rolled over from the CHIPS/IRA surge. Meanwhile, Europe’s problem is less willingness to spend than whether energy costs, permitting and weak demand let that capex become competitive production. 198 views · 4 likes · 0 reposts · 0 replies Open on X →

Marko Papic ✓@Geo_papic7 Sep

@Geo_papic Its a global race now. Everybody finally figured out you cant print factories. 489 views · 3 likes · 0 reposts · 1 replies Open on X →

Marko Papic ✓@Geo_papic7 Sep

@Geo_papic Agreed. I'd add a third line for the GCC: the UAE's Operation 300bn industrial strategy and the KEZAD buildout are pulling manufacturing capex and FDI that neither dataset captures. 209 views · 1 likes · 0 reposts · 0 replies Open on X →

Marko Papic ✓@Geo_papic7 Sep

Just updated an old chart... There is this notion that only the US is investing in re-industrialization. But that is not true. https://t.co/OCGFSd5QNg

26.3K views · 131 likes · 27 reposts · 9 replies Open on X →

Marko Papic ✓@Geo_papic2 Sep

The GeoMacro Alpha has dropped! https://t.co/9TFiiJFDnA

7.3K views · 33 likes · 2 reposts · 5 replies Open on X →

Marko Papic ✓@Geo_papic27 Aug

@Geo_papic @spbarth same here! the book was amazing. 80 views · 1 likes · 0 reposts · 0 replies Open on X →

Marko Papic ✓@Geo_papic26 Aug

I am humbled and thankful when somebody reads Geopolitical Alpha and takes inspiration from its simple thesis about constraints! It is fun to see what directions people take. Here is a great note from @spbarth of Wondering Macro! Enjoy! https://t.co/y0XFbi5Qoa 14.1K views · 76 likes · 6 reposts · 3 replies Open on X →

Marko Papic ✓@Geo_papic24 Mar 2022

In 2014, I published a report @bcaresearch titled Apex of Globalisation. I actually wanted to title it "The End of..." but it was too bold. The reasons for the "end" have little to do with this war. It's all about multipolarity. https://t.co/bLaxBDbGpJ https://t.co/Lak6Brbu7c

0 views · 465 likes · 71 reposts · 36 replies Open on X →

Aynı büyüklükteki hesaplara karşı

Son 90 güne ait 8 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.

Medyan görüntülenme3 474bu hesap1 01210K–100K için medyan

Erişim, %5.05%bu hesap3.76%10K–100K için medyan

Etkileşim, %0.69%bu hesap1.67%10K–100K için medyan

Ölçüt	Bu hesap	10K–100K için medyan	Oran
Gönderi başına medyan görüntülenme	3 474	1 012	3.43×
Erişim (görüntülenme ÷ takipçi)	5.05%	3.76%	1.34×
Etkileşim oranı	0.69%	1.67%	0.41×

Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →

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

14.1K26 Aug

8027 Aug

7.3K2 Sep

26.3K7 Sep

209

489

198

6.5K

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.60%26 Aug

1.25%27 Aug

0.55%2 Sep

0.64%7 Sep

0.48%

0.82%

2.02%

0.74%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.67%.

What the audience does

Likes67.1%289 in total

Reposts8.4%36 in total

Replies5.8%25 in total

Bookmarks18.8%81 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.

Son gönderiler

Aynı büyüklükteki hesaplara karşı

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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