Social•Feb 26, 2026
AI Hype Threatens SEO; “Google Dead” Myth Dangerous
This is what I have been saying. 😤 So many companies are playing with fire with AI automation stuff right now. The narrative that “Google/SEO is dead” is not only misleading, it’s dangerous. And we are already starting to see the fallout. It’s going to get worse.
By Lily Ray
Social•Feb 26, 2026
Higher Jobless Claims and Fed Speech Dominate Thursday
Economic Calendar for Thurs. Feb 26th 8:30am - Initial jobless claims: Expected 216k; Prior 206k - Continuing Jobless Claims: Expected 1.86M; Prior 1.869M 10:00 - Fed’s Bowman speaks 1:00pm - 7 Year Note Auction: Prior 4.018%
By Neal Roberts (TraderTV Neal)
Social•Feb 26, 2026
Yen Rebounds While RMB Gains Accelerate in FX Consolidation
Within the continued consolidation of the FX market, there are two standouts: 1) After being the only G10 currency that fell yesterday, the yen is the only one higher today. 2) the RMB's gains have accelerated. https://t.co/AiTduO3fl9 https://t.co/BxiHf6en8T
By Marc Chandler
Social•Feb 26, 2026
US Estate Tax Hits Singapore Residents'
You own $3 million in US stocks. You live in Singapore. You pass away. Two versions of what happens next.
By Ben | Finance & Investing
Social•Feb 26, 2026
Importers Weigh Discount for Guaranteed Immediate Tariff Refunds
If you are an importer, what % discount would you accept to get paid the full amount on your tariff refunds right now with 100% certainty and you keep the money even if there are no refunds.
By Ryan Petersen
Social•Feb 26, 2026
One‑Third of South Africans Unemployed, Economy Stagnates
In, South Africa, one in three people are OUT OF WORK. No wonder its economy has STAGNATED. https://t.co/8TbCpugNqS
By Steve Hanke
Social•Feb 26, 2026
AI Boosts Engineer Efficiency 100x, Redefining Open‑Source Costs
I cannot stop thinking about the implications that Cloudflare / Vinext has on commercial open source, and in general, the cost of migrations, rewrites, and maintenance. One engineer, with AI, proved to be ~100x as efficient as before. This will have...
By Gergely Orosz
Social•Feb 26, 2026
Ego‑centric Leaders Turn Competence Into Danger
To gain advantage, ego-centric leaders … Manipulate. Feel entitled. Seek status. Exploit the powerless. Competence without humility creates dangerous capability.
By Dan Rockwell
Social•Feb 26, 2026
IMF Confirms US Fiscal Boost Exceeds Estimates
People keep telling me I'm wrong about the US fiscal boost this year, but the IMF just published this.. thats bigger than our estimates btw https://t.co/HKAuw6DenI
By Dario Perkins
Social•Feb 26, 2026
Velesto Energy: More Than Just Oil Drilling
Who is Velesto Energy Berhad? 🌊🏗️ If you’ve been following the Malaysian stock market or the O&G sector, you’ve definitely seen this name. But do they just "dig for oil"? Here’s the breakdown of this local giant. 🧵👇
By David Chuah
Social•Feb 26, 2026
China's 90% Model Threatens 20 Industries—Act Now
My new book China's 90% Model launches March 17 To mark the launch of my book, I am hosting an exclusive session for my LinkedIn community. Are You Aware? Do You Know? In one hour I will take you through: 🔹What China's...
By Ram Charan
Social•Feb 26, 2026
Inside How Liquidity Providers Power ETFs and Markets
Join me at 2pm GMT today on Spaces to discuss what’s really going on behind the scenes when liquidity providers like Jane Street support key ETFs and markets. https://t.co/a9uhteuOzP
By Izabella Kaminska
Social•Feb 26, 2026
Flydubai Posts $531m Profit, Hits Record Passengers
flydubai posts US$531m profit after tax for FY2025, reinforcing the momentum behind its expanding network strategy. The Dubai-based carrier reported US$591m pre-tax profit on revenues of US$3.7b, up 6% year-on-year. A record 15.7 million passengers flew with the airline, with Business...
By Bilqis Bahari
Social•Feb 26, 2026
Activist Demands Full Sale, Board Faces Ouster
Strategic review under activist pressure w/ ~70% upside - Prominent activist pushing for full sale + plans to replace majority of board - AGM a few months away - Stock at all-time lows (~4x EBITDA) - One seg. sale announced; board now pressured to...
By Dalius – Special Sits
Social•Feb 26, 2026
Debate Needed: Jane Street's Role in Bitcoin Liquidity
There’s a lot of heated views about the Jane Street Terraform story. Those who say “nothing to see here” and no big market maker conspiracy. And those who think something very untoward has been happening for ages. I think both...
By Izabella Kaminska
Social•Feb 26, 2026
Zimbabwe's Lithium Ban Likely Short‑Lived, Minimal GDP Impact
The Zimbabwe export ban seems to be due to transfer pricing, ie producers understating grade/value of exports. Similar to what we saw from the Chinese company that operated Bald Hill in Australia a few years ago. On my calcs, average Zimbabwe...
By Matt Fernley
Social•Feb 26, 2026
Deepfake Fraud Costs UK £9.4B, US Must Act
The UK’s £9.4B loss to deepfake-enabled fraud is not a headline, it’s a warning. AI-powered scams are scaling faster than legacy identity and compliance systems can adapt. If the US doesn’t harden digital onboarding, verification, and cross-sector fraud defenses now, the bill...
By Spiros Margaris
Social•Feb 26, 2026
Ecom Founders Reinvest Payday, Not Splurge—Different Results
Everyone on payday: Planning what to buy. Ecom founders on payday: Planning how much to reinvest into ad spend. Different mindset. Different results.
By Kamil Sattar
Social•Feb 26, 2026
Record Dividend Amid Profit Dip Raises Order Book Questions
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
By David Chuah
Social•Feb 26, 2026
UBS Predicts 20% Chinese Stock Rally on Inflation
Chinese stocks may gain another 20% as rising inflation expectations translate into better earnings, according to UBS Securities Asia https://t.co/X14DnpuQpY
By Charlotte Yang
Social•Feb 26, 2026
China's Rare Earth Export Curbs Still Limit US Supply
Chinese rare earth export controls are still choking off lots of material to the US
By Lewis Jackson
Social•Feb 26, 2026
Stripe Targets PayPal in $159B Mega‑Deal
Stripe may be gearing up for a mega-deal by eyeing PayPal at a $159B tender valuation. If it happens, it would reshape the payments landscape and reignite competition in digital finance. Big bets like this show how fast fintech’s strategic plays are...
By Spiros Margaris
Social•Feb 26, 2026
Software Engineer Job Postings Rise With Vibe Coding Trend
Interesting chart. Job postings for software engineers have picked up since vibe coding became a thing: https://t.co/vyIZW909Nh
By Noah Smith
Social•Feb 26, 2026
Trump's Pressure Pushes Modi to Diversify India’s Trade Partners
#IndiaWatch🇮🇳: Thanks to Trump’s threats and tariffs, Modi has pivoted and opened India’s doors to Japan, Brazil, Canada & the EU. MODI IS FASTER ON HIS FEET THAN YOU THINK. https://t.co/I5SCjNBPfI
By Steve Hanke
Social•Feb 26, 2026
Mentorship Fuels Startup Success and CEO Growth
93% of startups say mentorship drives their success. 80% of CEOs credit a mentor for where they are today. A mentor gives you two assets: experience to avoid mistakes and access to networks you lack. If you want faster growth and fewer blind...
By Ask Dr. Brown
Social•Feb 26, 2026
Hidden Socioeconomic Bias Undermines Talent Assessment
The Unseen Potential #Bias Around #SocioeconomicBackground in #Assessment and #Selection https://t.co/u8QbSgT6p3 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 26, 2026
AI Makes Open‑source Rewrites Trivial, Cloudflare Proves It
We will see much, much more of this happening. AI is changing open source incredibly rapidly. Rewriting an open source project to a new language/framework used to be a massive effort: AI is making it trivial as Cloudflare just showcased with...
By Gergely Orosz
Social•Feb 26, 2026
More Funds ≠ True Diversification; Look Deeper
Most people think diversification means owning lots of different funds. A client came to me with 17 funds across 4 fund houses. "My advisor said this was maximum diversification." When I showed him what he actually owned underneath, something broke.
By Ben | Finance & Investing
Social•Feb 26, 2026
Activist Pressure, Not Weak Yen, Drives Real Improvements
Seems to me that the biggest improvements have been in firms: - Shamed into increasing their P/B to 1.0x - Targeted by shareholder activists like Oasis - Already had the right mindset, eg Hitachi / Itochu - Illusory improvement from the weak yen https://t.co/KxTgEB3c9O https://t.co/DoX7UvP2gs
By Michael Fritzell
Social•Feb 26, 2026
Automation Boosts Demand for Skilled Engineers, Not Reduces It
This is counterintuitive for some, which is why there’s a paradox named after it. But if you lower the cost of something that was previously supply constrained, demand for that thing goes up. Software engineering is just one of the...
By Aaron Levie
Social•Feb 26, 2026
Real‑time Data Powers HCF’s Analytics Transformation
Recently I caught up with Amiet Dhagat, Head of Data Services Analytics and AI for HCF, to get the inside story around their stellar success in transition from static data to dynamic data, and why real-time data has been so...
By Dez Blanchfield
Social•Feb 26, 2026
China’s Role: Minor Export Market, Major Input Supplier, CNY Undervalued
It means a lot less than this. As an export market China is way less important than the US to Germany/ the EA. As a source of consumer & intermediate inputs China is of course a massive supplier,...
By Brad Setser
Social•Feb 26, 2026
Team Success Needs Process; Individuals Don’t.
You don’t need process for a single person. You need process for a team (of different people) A team of great people can figure out a process really fast. The problem is that most people just aren’t that competent.
By Mukom Tamon
Social•Feb 26, 2026
CIOs Suffer Costs From Trendy “Vibe Coding” Practices
The “Vibe Coding” Hangover: Why CIOs Are Paying the Price for “Janitor in a Drum” Logic https://t.co/rj4X6vTgjx
By Dez Blanchfield
Social•Feb 26, 2026
Build Growth Engines, Not Chase Numbers
Growth isn’t a target. It’s a system. In FMCG, hope isn’t strategy. Many brands still chase growth with: • More distribution • More promos • More SKUs • Hope for volume That’s reaction, not design. Real growth is engineered: • Right reach • Clear portfolio roles • Strong channel margins • Data-driven...
By Abraham Kah
Social•Feb 26, 2026
Japan and Korea Hit Record Highs on Nvidia Rally
Asia stocks rally: Japan & S.Korea hit records as Nvidia lifts chipmakers; China/HK mixed, BOJ inflation data a risk. Trade: buy Korean memory names on pullbacks. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 26, 2026
Turn 60% OKR Success Into 90% with 40 Fixes
My 2026 stretch KR: Increase success of okrs from 60% to 90% Start here: 40 reasons why okrs fail and how to fix https://t.co/Uibo8M8di3
By Ben Lamorte
Social•Feb 26, 2026
Start with Clarity, Then Leverage AI, Not Overwhelm
If AI makes you feel more overwhelmed, you are using it backwards. Clarity first. Then leverage.
By Douglas D.
Social•Feb 26, 2026
Founders Overpay Employees, Undervalue 24/7 AI Agents
A lot of founder are okay with paying 30k/mo for employees but not okay with paying 3k/mo agents which work for 24/7.
By ai_topia_
Social•Feb 26, 2026
Amazon's $50B AI Bet Boosts NVDA Play
Macro: Big-ticket cloud/AI capital flows concentrate. Key: Amazon pledges $15bn now, $35bn tied to IPO/AGI. Risks: valuation/tech execution. Trading insight: Buy NVDA on AI infra demand. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 26, 2026
Technology Drives HR Evolution, Not Just Support
How #Technology Shapes HR, Not Just Enables It @TalInCollective https://t.co/ZIlkWiKtVM #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 26, 2026
Nuanced Take: BoP Deficit Matters,
I actually don't think Mark and I are that far apart (tho I wouldn't start by arguing that a BoP deficit is meaningless, as I certainly find value in some cuts of the balance of payments + get annoyed when...
By Brad Setser
Social•Feb 26, 2026
Securely Connect Box to OpenClaw for Agent Collaboration
Agents need access to their own file system, and they need to collaborate with other people and agents securely. Here’s how to setup Box with OpenClaw so it has a place to store and share its work. This skill is...
By Aaron Levie
Social•Feb 26, 2026
Credentials Signal Sameness, Not Standout Selection
When you answer a differentiation question with credentials, you're actually saying: "I am as good as the others." That's the argument you make when you don't want to be eliminated. It is not the argument you make when you want to be selected.
By Dr. HUME (Hume Johnson)
Social•Feb 26, 2026
Global Equities Rise as India Volatility Falls
Global Market Update: Gift Nifty +53.00 (0.21%) 25,672.50 DowJones +307.77 (+0.63%) 49,482.27 Nasdaq +288.40 (+1.26%) 23,152.08 India Vix -0.6875 (-4.86%) 13.4625 S&P 500 +56.07 (+0.81%) 6,946.14
By stock_n_trade
Social•Feb 26, 2026
Success Attracts Talent; Failure Repels Potential Partners
In this case, the founders achieved something pretty remarkable. So imagine what he would do if the founders actually failed. Who would want to work with someone like that? https://t.co/mCAucKKUoo
By Seth Bannon
Social•Feb 26, 2026
Handshake's Pivot Targets $1B Revenue in 2024
Incredible founding story and astonishing pivot into a new business at Handshake. A conversation in Dec 2024 led to a new business that will do $1B+ this year. CEO @GarrettLord with Upfront’s @nickbkim https://t.co/MRUtbjzcA1
By Chris Fralic
Social•Feb 26, 2026
Flawed yet Genius Method to Decode Customer Intent
This both genius and massively flawed. And I love it. Depend song on the average communication skill level of your customers, we might finally have found a way to truly understand customer intent. Placeholder should have been “I want X so...
By Arvid Kahl
Social•Feb 26, 2026
SaaS Apocalypse? Market Hype Meets Skeptical Reality
Is the SaaSpocalypse upon us?! Markets went bananas after this Citrini article was published — but is this legit? Deedy Das isn’t so sure… Which businesses do you think are going away?
By Jason Calacanis
Social•Feb 26, 2026
Learning From Palantir’s $200M Sales Leader
Unreal first Closed Won Club masterclass with Palantir’s former head of commercial sales (KSA). $200M+ in career revenue closed. Hands down… I learned an insane amount getting to grill John with questions for 45 minutes. Excited to line up the...
By Brian LaManna