Social•Feb 28, 2026
Global Growth Cools, Central Banks Pause; Short EUR/USD
Macro: global growth cools; central banks pause. Key factors: easing inflation, mixed earnings, USD strength. Risks: policy missteps, China slowdown. Trade: short EUR/USD. 📉 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 28, 2026
Automation Upgrades Talent, Freeing Minds for Impact
When teams hear “Automation,” they think job security , not efficiency. Reality: automation doesn’t replace talent. It upgrades it. It’s not here for creativity or strategy. It removes repetitive tasks that drain impact. The myth: Robots are taking jobs. The truth: Technology removes robotic...
By Abraham Kah
Social•Feb 28, 2026
Ellison Vows Unchanged DCU Creatives, Marketing Faces Shake‑up
Too early to tell, although #DavidEllison made a commitment to keep the creative heads of both WB and Paramount as they are, so if he keeps his promise, nothing changes to the #DCU or #DCStudios at least on the short...
By Luiz Fernando
Social•Feb 28, 2026
US‑Iran Tensions Heighten Rare Earth Supply Scrutiny
The potential U.S. conflict with Iran will create an interesting dilemma regarding weapons re-arming and supply chains. Rare earth elements will come under even greater scrutiny, especially given the already strained trade relationship with China.
By Haplo
Social•Feb 28, 2026
Rates Slip Even as Inflation Heat Rises
Why did rates and bond yields drop today despite a hot inflation report? #Labor over #inflation. #mortgagerates #realestate #chartdaddy
By Logan Mohtashami
Social•Feb 28, 2026
Anthropic AI Shifts Focus to Lucrative Non‑US Government Deals
Prediction: @AnthropicAI may have lost the US government as a client, but will gain even more collectively-lucrative government contracts outside of the US.
By Eric Bahn
Social•Feb 28, 2026
Survive AI Job Threats with This Checklist
#AI Is After Your Job – The Definitive Checklist For Surviving AI #JobCuts/#Layoffs @DrJohnSullivan https://t.co/pEin2JvNk9 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 28, 2026
Senior Engineers Champion Junior Hiring, Not Execs
Terrific new paper in the ACM from @shanselman and Mark Russinovich, proposing an apprenticeship model for junior engineers. https://t.co/XnQcH3emkj I'll add one thing. At every place that I have seen start hiring junior engineers in the last few years, that charge...
By Charity Majors
Social•Feb 28, 2026
Malaysia’s Economy Faces Geopolitical Shock and Record IPO
Major news to track on February 27, 2026: 1. The Friday Power-Play: Malaysia's Economy in the Crosshairs A critical convergence of geopolitics and capital is reshaping Malaysia’s financial landscape this morning. From high-stakes Cabinet decisions on US tariffs to the largest...
By David Chuah
Social•Feb 28, 2026
Balanced OKR Ownership Drives Alignment and Empowerment
If your CEO sets all the OKRs… You don’t have alignment. You have cascading a mandate. If teams set OKRs in isolation, you don’t have empowerment. You have fragmentation. The best approach is nuanced: https://t.co/IwsxuUiNa0
By Ben Lamorte
Social•Feb 28, 2026
Hollywood's $81B Takeover Sealed in Six Months
Six Months, 9 Offers and $81 Billion. How Hollywood’s Nasty Takeover Was Won. W/@jtoonkel @laurenthomas @davidamichaels https://t.co/TFOmN7A5Zq
By Joe Flint
Social•Feb 28, 2026
Celebrating My First $200k ARR Milestone
Claude code and Theanna launched days apart last year. Claude code hit $2.5B ARR in one year. I just hit $200k ARR today. No comparison but tons of emotions today: proud, relieved, excited, tired, stressed, ready.
By Nomiki Petrolla
Social•Feb 28, 2026
AI Job Protections Risk Losing to Agile Competitors
Protecting employees from AI replacement sounds good but all companies or countries who do that will lose to those who don’t. Need structural not patchwork solutions. Any constraints on layoffs will also hugely advantage startups and Chinese companies.
By Vinod Khosla
Social•Feb 28, 2026
AI Empowers Founders, but Shouldn't Replace Professional Artists
I used AI to make cinematic content for my app. I also believe companies with budgets should hire real artists. Both things can be true. AI should expand what solo founders and small teams can accomplish — not eliminate the livelihoods of...
By Dr. Axali (Seena Labs)
Social•Feb 28, 2026
On‑Premise ERP Keeps Flexibility, Cloud Forces Rigid Upgrades
On-premise ERPs offered maximum flexibility: customizability, control over upgrades, and ownership. Cloud ERPs lose these benefits, forcing businesses into inflexible upgrade cycles and painful system switches. #ERP #CloudMigration #BusinessTech https://t.co/93E7e5vIvK
By Eric Kimberling
Social•Feb 28, 2026
EU Targets Pre‑consumer Scrap in CBAM to Stop Evasion
EU proposes CBAM treatment for pre-consumer aluminium and steel scrap to curb circumvention and boost traceability. https://www.metalnomist.com/2026/02/eu-cbam-pre-consumer-scrap-proposal.html
By The Metalnomist
Social•Feb 28, 2026
David Ellison Secures $2.8B Warner Bros. Deal Over Netflix
Power, politics and a $2.8-billion payout: How Paramount's David Ellison topped Netflix to win Warner Bros. Discovery. @latimes https://t.co/6HgvA4tXeH
By Meg James
Social•Feb 28, 2026
February: Metals and Energy Surge While Stocks and Crypto Dive
February... Silver $SLV: +13% Energy $XLE: +10% Gold $GLD: +9% International Developed $VEA: +6% EM $IEMG: +6% Oil $USO: +3% Bonds $AGG: +2% S&P 500 $SPY: -1% Nasdaq 100 $QQQ: -2% Financials $XLF: -4% Mag 7 $MAGS: -7% Software $IGV: -10% Bitcoin $IBIT: -22% Fartcoin $FART: -31%
By Charlie Bilello
Social•Feb 28, 2026
Paramount Wins Antitrust Battle, Faces Junk‑Debt Merger Challenge
"In a world in which antitrust has become a political weapon, Paramount had the upper hand. Its reward means it will now have to combine two companies whose debt is junk-rated and find a media business model that works." https://t.co/Lx1hXs4Ijz...
By Joe Flint
Social•Feb 27, 2026
Markel Names Simon Wilson CEO Amid Productive Shift
Markel 2025 Shareholder Letter: "2025 was a year of productive change and recommitment in our largest business, Markel Insurance. Most notably, in March 2025, we promoted Simon Wilson to serve as CEO."
By Alex Morris (TSOH Investment Research)
Social•Feb 27, 2026
New Global PMI Upswing Expected Through 2027
It’s been a while since I’ve seen so much focus on the ISM. Our work has over 15 individual series that lead this data (regressions don’t work well out of sample), between 6 and 18 months and another dozen that...
By Michael Kantro
Social•Feb 27, 2026
Record $7 B Reverse Break Fee Tops All Deals
We have a new record, folks. $PSKY's now friendly acquisition of $WBD comes with a $7 billion reverse break fee - the largest in history. https://t.co/GNoyWI0tl0
By Julian Klymochko
Social•Feb 27, 2026
AI Agents Can Clone Competitor Apps Through Iterative Reverse Engineering
We seem close to: - Give an agent access to a competitor app on a computer - Tell agent: Rebuild this app by using all its features - Agent tries app -> documents all flows/features/edge cases - The other agent builds all flows/features - They...
By Suhail Doshi
Social•Feb 27, 2026
Cuba’s 49% Inflation Ranks Fifth Worldwide
#CubaWatch 🇨🇺: Today, I measure Cuba’s inflation rate at 49.0%/yr. That makes Cuba the WORLD’S FIFTH-HIGHEST INFLATOR. SOCIALISM = POVERTY. https://t.co/62I1XycBU8
By Steve Hanke
Social•Feb 27, 2026
FCC Approves Merger of Charter and Cox
"The Federal Communications Commission has given the go ahead for two of the US' biggest cable providers, Charter Communications and Cox Communications, to merge." via @engadget https://t.co/2GF4W9NFlt
By Mike Dano
Social•Feb 27, 2026
AI Forced Me to Scrap My SaaS Pre‑launch
ICYMI: AI Killed My SaaS Why I replaced my own software before I could even properly launch it https://t.co/nDyTkKUqem
By Christoph Janz
Social•Feb 27, 2026
50+ Expert Forecasts on AI Governance and Security
RT Digital transformation is hitting a new phase. These 50+ expert predictions on agentic AI, governance, and security outline what leaders must prioritize now. #DigitalTransformation #AI #CISO @Star_CIO https://t.co/zhlbEwiusI
By Isaac Sacolick
Social•Feb 27, 2026
AI Agent Simplifies Multicloud Tradeoff Decisions
"Managing #multicloud is like learning multiple languages from AWS, Azure, Oracle, & others." Assign an #AI architecture agent that ingests standards, decision criteria, and NFRs, then articulates tradeoffs (cost, perf, security) for each #cloud https://t.co/vBzM21vM14
By Isaac Sacolick
Social•Feb 27, 2026
OpenAI and VCs Will Fill Military AI Void
If anthropic doesn’t want to do military tech, you can be sure that OpenAI (or another foundational model), will bend over backwards to provide whatever the department of war wants. And the department of war/defense doesn’t need to accept any...
By Jason Calacanis
Social•Feb 27, 2026
Paramount's Survival Hinges on Deal, Ellisons' Influence
There is always a chance when government is involved, never rule this out. But I still see the odds in #Paramount’s favor for 2 reasons: 1- the Ellisons are one of the richest and most well connected families in the U.S. 2-...
By Luiz Fernando
Social•Feb 27, 2026
Gold Hits Record 8-Month Streak as S&P Falters
The S&P 500 is headed for its first RED month since April 2025. Meanwhile, GOLD is headed for its 8th consecutive GREEN month. That’s gold’s longest winning streak in history. BUY GOLD, WEAR DIAMONDS. https://t.co/sNJYx0tj3z
By Steve Hanke
Social•Feb 27, 2026
Paramount's Bold Move Beats Netflix, Secures Warner Bros.
‘David Ellison Scares the Shit Out of Me’: How Paramount Beat Out Netflix, Won Warner Bros. and Will Change Hollywood Forever https://t.co/Pt6DwlK7fc
By Todd Spangler
Social•Feb 27, 2026
Luxury Markup Is Empty when AI Replaces Art
If the luxury markup is really for marketing, and brands replace artist-created campaigns with AI... what are you paying for? Nothing. https://www.backrow.net/p/what-s-so-insulting-about-gucci-s-ai-slop
By Amy Odell
Social•Feb 27, 2026
Global Collaboration Chronicles Historic Deal Battle
Takes a global effort to tell one of the most incredible deal battles in modern history With @DanielThomasLDN @mroliverbarnes and Chris Grimes https://t.co/OfRP3RBlGV https://t.co/Wx8RaqAIv0
By James Fontanella‑Khan
Social•Feb 27, 2026
Warner Boards Unanimously Approve WBD‑PSKY Merger
Warner says in SEC filing that 'The boards of directors of WBD and PSKY have unanimously approved the Merger Agreement...'
By Brian Steinberg
Social•Feb 27, 2026
From MIT MITEF to Outthinker Summit: Reuniting Innovators
We met in 2009 through MIT’s MITEF program. Now we’re spending the next two days at the @Outthinker Network Strategy Summit. @scaleupwithjen Grateful for brilliant minds and even better friends. #Strategy #Leadership #Innovation #Outthinker #BusinessStrategy https://t.co/SJsXWrUwzP
By Kaihan Krippendorff
Social•Feb 27, 2026
Next Week’s Trading Outlook: Key Markets, Themes, Risks
I discuss market conditions, key markets to watch, core themes and top global macro event risk (including #NFPs) for next week's trading in this week ahead video: https://t.co/lp8DLESugk https://t.co/0HVj5C19GQ
By John Kicklighter
Social•Feb 27, 2026
Procrastination Is Vague Tasks, Not Laziness—Define First Step
I used to think procrastination was laziness. But it's really just an unclear next action. If a task feels heavy, it’s too vague. The solution is to define the first mechanical step: Literally like this: 1. Open file. 2. Write headline. 3. Outline bullets.
By Pascio
Social•Feb 27, 2026
Lawmakers Push Tax Reforms to Curb Investor Housing Advantage
Lawmakers eye tax changes to tackle institutional investors in housing: Semafor "this is not a free market for the American family, because investors… have special tax write-offs… that aren’t available to single families" -Rep. Marlin Stutzman, R-Ind. https://t.co/4JRvuFhZMv
By Lance Lambert
Social•Feb 27, 2026
Asana CEO Spends Billions Selling Meta for $1B Asana Stake
Asana CEO has purchased over $1B of Asana stock since they went public 🤯 Asana market cap today is only $1.7B. The purchases were funded by selling his Meta stock... He lost several billion dollars from selling Meta and buying Asana... >>https://t.co/cRAFDwGz2b https://t.co/ltv5Z71gZq
By OnlyCFO
Social•Feb 27, 2026
PPI Stays Elevated at 2.9% Amid Fed QE Shift
January’s US Producer Price Index (PPI) was just released. PPI REMAINS ELEVATED at 2.9%/yr. As the Fed pivots away from Quantitative Tightening to Quantitative Easing, it’s having trouble putting the INFLATION GENIE BACK IN THE BOTTLE. https://t.co/PsHdiaQZzH
By Steve Hanke
Social•Feb 27, 2026
Judge Andrews' Delay Feels Like Being the Last Pick
Waiting for Judge Andrews to make his $LQDA decision is like being the fat kid waiting to get picked only after the captains have picked everyone else first... https://t.co/LtzJmQ7O7t
By Chris DeMuth Jr.
Social•Feb 27, 2026
Paramount Pays Netflix $2.8 B Breakup Fee for WBD Deal
Netflix Says Paramount Has Paid $2.8 Billion Breakup Fee for Warner Bros. Discovery Deal https://t.co/tPYGdECLW7
By Todd Spangler
Social•Feb 27, 2026
Orbán Deploys Troops, Labels Ukraine Threat to Energy
PM Viktor Orbán has deployed troops & police to protect Hungary’s critical energy infrastructure. Orbán cites an alleged "oil blockade" & "blackmail" from Ukraine. It’s as clear as the nose on your face that Hungary, a member of NATO, views Ukraine as...
By Steve Hanke
Social•Feb 27, 2026
U.S. Critical Mineral Imports Surge, Few Nations Dominate
America’s net import reliance for critical minerals in 2025, along with the primary countries supplying them between 2021 and 2024 https://t.co/89QwEHKe16 via @visualcap
By Hedgehog Trader (Nicholas Winton)
Social•Feb 27, 2026
From Hollywood’s Most Hated to $790M Dealmaker
Three years ago, David Zaslav was called "the most hated man in Hollywood." Now he's pulled off one of the biggest deals in media history, engineering a bidding war that earned him $790.5 million. How it all happened, with @LaurenSHirsch: https://t.co/jaz2VIbdCe
By Ben Mullin
Social•Feb 27, 2026
Opaque Private Debt Markets Reveal Growing Financial Fragility
Private debt markets have been struggling for some time. These are nonbank lenders, largely in the private equity space, although they do rely upon bank credit. This is one of many fragilities in the financial market and the economy more...
By Diane Swonk
Social•Feb 27, 2026
Paramount Pays Netflix $2.8B Termination Fee for WBD Deal
Netflix, in SEC filing, says Paramount 'on behalf of WBD, paid the $2,800,000,000 termination fee owed to Netflix in accordance with the terms of the Merger Agreement.'
By Brian Steinberg
Social•Feb 27, 2026
People Skills Matter More than Technical Expertise
Your lack of people skills cost you more opportunities than your lack of technical ones.
By Ed Latimore
Social•Feb 27, 2026
Private Credit’s Worst Deals: Aggregators, Roll‑ups, Soccer, Education
The worst segments of private credit (hint: it's not software*): Amazon aggregators Dental roll-ups Veterinary roll-ups Soccer teams Education *except for Pluralsight, which may be the worst private credit deal of all time
By Julian Klymochko