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Oguz Erkan

@oguzerkan · view on X ↗

Investor | The founder & writer of the Capitalist-Letters newsletter read in +180 countries

127K followers
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Apr 7, 2025
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...
SummaryInvestment veteran Howard Marks warns that tariffs represent the biggest economic shift since WWII, signaling a departure from 80 years of globalization that drove prosperity and kept prices low. While uncertainty is high and inflation may rise, he recommends long-term investors consider buying quality US company shares at reduced prices, as the US remains the best investment location despite diminished advantages.10 tweets1 min read