Social•Feb 26, 2026
Snapchat Launches Inaugural Snappys Awards for Creators
Snapchat announced The Snappys Awards Show, its first-ever awards show dedicated to celebrating the creators shaping culture on Snapchat.🏆 Hosted by Matt Friend, the event will take place on March 31 at Snapchat’s Santa Monica headquarters and will bring together creators, industry leaders, and special guests. Creators will be recognized with honors such as Spotlight MVP, Best Storyteller, and Breakout Creator of the Year. DJ Khaled will also be honored with the Lifetime Achievement Award.
By Lindsey Gamble
Social•Feb 26, 2026
Metals Rally yet to Spark Inflation, History Warns
A very compelling chart. The recent rally in metals and mining has not yet evolved into a material inflationary impulse, in my view. Markets still seem to be dismissing that possibility — even though history suggests otherwise. https://t.co/FhHZJUOI67
By Tavi Costa
Social•Feb 26, 2026
Robertson‑Patman Act Still Alive, Impact
The Robertson Patman Act,, sometimes rumored to be dead, alive and kicking Costco (or sellers to Costco) in California
By Tim Wu
Social•Feb 26, 2026
Investors Question Netflix's Push for WBD Amid Skepticism
Netflix CEO Ted Sarandos will say he looks long term, but if Netflix ups its bid for WBD, investors who clearly are skeptical about the deal — even as is — may get even more concerned: why does Netflix want...
By Alex Sherman
Social•Feb 26, 2026
Ten Years to Profit: Turning Deep Red Into Success
It took “just” ten years for them to be profitable. It’s easy to look at this graph and have vitriolic thoughts. But ultimately, profitability is one of the hardest things to ever reach. Series J or bootstrapped. It’s amazing to have turned...
By Arvid Kahl
Social•Feb 25, 2026
Trump’s IEA Threat Spurs Canada to Build Own Data
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
By Markham Hislop
Social•Feb 25, 2026
Master Discipline: Calendar First, Max Three Daily Flags
Most people don’t struggle with focus. They struggle with discipline around two simple things: 📅 Your calendar 🚩 Your flagged tasks If you’re double-booking yourself or carrying flags from three weeks ago… that’s not productivity. That’s silent chaos. In this video, I break down: • My...
By Carl Pullein
Social•Feb 25, 2026
Anthropic Launches Claude Cowork for Banking with Data Plugins
Anthropic is taking its magic tricks to financial services.... Claude Cowork for banking. - Plugins tailored for investment banking, private equity, equity research, and wealth management. - Integrations with financial data providers like FactSet, MSCI, S&P Global, and LSEG. https://t.co/pRISD6broy
By Nik Milanovic
Social•Feb 25, 2026
Privacy Must Be Built Into AI Data Workflows
RT High-level policies aren't enough. It's time for audits, training, DSPM, and privacy-by-design in AI workflows. If privacy isn't built into how data moves, you're hoping - not leading. #DataGovernance #AI #CIO @Star_CIO https://t.co/Naq82FuMWZ
By Isaac Sacolick
Social•Feb 25, 2026
Meta Cuts Credit‑card Payments, Hurting DTC Cash‑back Rewards
So Meta is getting rid of the ability for DTC brands to pay using credit cards. They are saying the process is easier and more flexible, when in reality this is going to cause a lot of headaches for brands...
By David Herrmann
Social•Feb 25, 2026
Home Prices Stay Sticky Without Massive Supply Shock
The history of homeprices going back over 80 years. It's rare for nominal home prices to fall; it's super rare to have a massive nominal housing price crash. Home prices are sticky unless you have massive supply and distress sales...
By Logan Mohtashami
Social•Feb 25, 2026
Massive Buybacks Signal Shrinking‑to‑Grow Strategy
You know who has a buyback of more than 25% of their equity market cap? A company that is shrinking to "grow". Like $EK back in the day. Return of capital style buyback $CRM
By Andy Constan
Social•Feb 25, 2026
Basic Security Issues Outpace Complex Threats, Says CXO Advisor
One of the big advantage we have here at CXO Advisor is threat intel. We talk to security leaders across industries every week and the same concerns surface independently. Interestingly, it's not the complex theoretical threats, it's the basics: AI...
By Sean D. Mack
Social•Feb 25, 2026
Credit Card Delinquencies Hit Multi-Year Low Despite Consumer Worries
Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q4 2025. Despite the wailing about tapped-out, struggling and cracking consumers, the credit card delinquency rate dropped to multi-year low https://t.co/gJZVHiZnW4 https://t.co/tWcbzsEi0k
By Wolf Richter
Social•Feb 25, 2026
CEO Remains Bullish as Shares Plunge 70%
"The best days of @TheTradeDesk are ahead of us. I want to thank our employees, our clients, and our Partners for their trust and support throughout 2025. I am as confident as I have ever been in the opportunity in...
By Rich Greenfield
Social•Feb 25, 2026
Major Brands Launch ChatGPT Ads, Activity Rises
Update on ChatGPT Ads: Adthena is seeing an uptick in activity. Their CMO posted more examples this afternoon on LinkedIn of ads they are seeing and pinged me there. Advertisers spotted so far: 🔹 Best Buy 🔹 AT&T 🔹 Pottery Barn...
By Glenn Gabe
Social•Feb 25, 2026
Paramount and Netflix Execs Hit White House Amid Deal War
Paramount's David Ellison was at POTUS State of the Union address. Netflix's Ted Sarandos headed to the White House as politics takes center stage as Paramount submits new offer for Warner Bros. Discovery. @latimes https://t.co/KSrhSdUCjY
By Meg James
Social•Feb 25, 2026
Big‑Cap S&P Leaders 50% More Volatile Than Index
The top 10 largest stocks in the S&P 500 are 50% more volatile than the S&P 500 itself right now. Important for risk... but more important for alpha right now. https://t.co/yqBR2QU8nK
By Corey Hoffstein
Social•Feb 25, 2026
Avoid Judging Beginners; Growth Feels Uncomfortable
“Everybody knows what it’s like to be a beginner” - I disagree. I think some find the feeling of growth so deeply uncomfortable they do as little of it as possible. Their belief that success only ever looks like mastery...
By Kim Mansour
Social•Feb 25, 2026
Tariff Hikes Boost Inflation Expectations, Curb Durable Purchases
New @ClevFedResearch paper finds US tariff hikes & tariff uncertainty increase consumers' inflation expectations, while uncertainty "strongly discourage[s] consumers from buying durables, especially cars and big-ticket items." https://t.co/IhbQU2Pc4M https://t.co/6C1XUPmqch
By Scott Lincicome
Social•Feb 25, 2026
Small Steps Build Foundations for Grand Achievements
You have to collect bricks before you can build a cottage. You have to build a cottage before you can build a fortress. Tiny actions -> Big plans 🧱 -> 🏠 -> 🏰 https://t.co/Uy2b9Xh7rV
By David Kadavy
Social•Feb 25, 2026
Five Simple Rules to Supercharge Your Productivity
The 5 Tenants of Productivity: - Timeblock deep work. - Kill phone notifications. - Track inputs, not moods. - Ship before you feel ready. - Design your days before they start.
By Pascio
Social•Feb 25, 2026
Turn Shiny Objects Into Strategic Multipliers, Not Distractions
Shiny Object Syndrome: New ideas waste effort Shiny Object Strategy: New ideas multiply effort https://t.co/ih5duOIBiU
By David Kadavy
Social•Feb 25, 2026
Google to Display Rival Vertical Searches in Europe
Will soon be rolled out across Europe -> Google plans to test search changes in Europe, displaying results from competing vertical search services next to its own, seeking to avoid EU fines "The previously unreported changes to its search...
By Glenn Gabe
Social•Feb 25, 2026
Nvidia News Set to Shake Global Markets Amid KOSPI Slump
Just a reminder. With the KOSPI all but a semiconductor ETF in drag, tonight's Nvidia news will have serious global ripples.
By Peter Atwater
Social•Feb 25, 2026
Leadership, Not Data, Drives Effective Decision-Making
Most companies don’t lack data. They lack the courage to accept what the data tells them. More measurement won’t fix bad framing. Better leadership will. #Leadership #BusinessStrategy #CEO #Innovation #DecisionMaking #ExecutiveLeadership https://t.co/r0gaUrC7bj
By Kaihan Krippendorff
Social•Feb 25, 2026
Ukrainian Attacks Thrive as Russian Forces Fragment
The Ukrainians remain outnumbered. However, since Russian units are scattered, isolated, and unable to communicate, they are left vulnerable. So, organized Ukrainian offensives are finding success…for now. #ukrainewar #starlink #geopolitics https://t.co/C4sJyTga9A
By Peter Zeihan
Social•Feb 25, 2026
VRE Buyout Offers 5% Cap Rate, Minimal Downside
Good outline of the $VRE buyout. There’s probably a small chance of an overbid here. But, to be honest, probably close to zero, at a 5% implied cap rate. But we’ll see. Downside is only ~10% and the buyer isn’t walking, so...
By Dalius – Special Sits
Social•Feb 25, 2026
Economy Shifts From K-Shape to Emerging “E” Shape
Is this still a K-shaped economy? This was a hot topic of conversation at the #NABE conference this week. In 2026, I told @hdubroff that I see more of "E" shaped economy. https://t.co/rYUsXmGuCy https://t.co/JHiwnPutqZ
By Heather Long
Social•Feb 25, 2026
Bridge Marketing & Sales: Align Mindsets for Growth
The misalignment between marketing and sales often stems from the different mindsets that each team brings to the table. Although both teams share the same overarching goal of driving business success, their approaches to engaging prospects can differ significantly. If you’re interested...
By Pam Didner
Social•Feb 25, 2026
Leadership's Future: Deeper Human Connection Over Automation
In this episode, Dov Baron and I discuss why the future of leadership isn’t more automation — it’s deeper connection. “If you use AI, you cannot exclude human connection.” If you lead teams — especially across generations — this one is essential. 🎧...
By Tim Elmore
Social•Feb 25, 2026
Sky‑high Prices Strain Americans, Exposing Trump's Affordability Flaw
Americans are exhausted by prices that remain far above pre-pandemic levels. From a year earlier: Coffee +18.3%. Ground beef +17.2%. Electricity +6.3%. AFFORDABILITY = TRUMP'S ACHILLES HEEL. https://t.co/b1uvKYJPHt
By Steve Hanke
Social•Feb 25, 2026
Flatbed Rejection Spike Signals Bullish Industrial Growth
This is an extreme spike in the SONAR Truckload Rejection Index – Flatbed (STRIF.USA) from 2018–2026. A 40% rejection rate means: * Strong industrial throughput * Tight labor + equipment capacity * Improving pricing power in physical economy * Early/mid expansion phase dynamics It usually leads: *...
By Tobias Carlisle
Social•Feb 25, 2026
Targeted Cold Emails Tap Existing Mindset, Feel Warm
Cold email that's super-targeted, enters the conversation already taking place in their mind, and simply works to get them to continue that conversation with you, is much warmer than you think.
By Lincoln Murphy
Social•Feb 25, 2026
Decoding Congress's 1975 Balance‑of‑Payments Language
This is a thread that only Adam Tooze, a few international economist and a couple of very well paid trade lawyers are likely to enjoy … The basic question is what did Congress mean back in 1975 when they wrote about...
By Brad Setser
Social•Feb 25, 2026
Verizon Leverages FWA to Expand Sustainable Subscriber Base
"with FWA ... we're building a long-term sustainable business. We have over 5.7 million subs in our base...and we see a lot of room to grow there. So we can do both and we have the capacity and the network...
By Mike Dano
Social•Feb 25, 2026
Validate Demand Before Scaling, Not Just Chasing Network Sales
Revenue does not equal product-market fit. If sales rely on your network, do not scale. Churn drops, retention holds, 40% of users say they need it, and your team repeats the sales process without you. Build, test with users, iterate, and prove demand...
By Ask Dr. Brown
Social•Feb 25, 2026
Beyond Crawl‑Walk‑Run: A More Realistic Implementation Framework
Having sat through thousands of crawl-walk-run presentations in my life, I thought it might be helpful to expand the model a bit to cover more, um, realistic implementation paths. https://t.co/fGXlclB0Qi
By Scott Brinker
Social•Feb 25, 2026
Asha Sharma Returns as Xbox CEO, Second Microsoft Stint
Fun fact: Asha Sharma's appointment as CEO of Xbox is her second time working on Microsoft's gaming brand A Microsoft rep confirmed to me that she did some Xbox work back during her initial 2011-2013 Microsoft stint but didn't specify what...
By Stephen Totilo
Social•Feb 25, 2026
Blackstone's Medallia Loan Downgrade Erases $5B Equity
Surprised no journalists have read $BXSL's 10-K filed this am, but I'll front run them with the story: Blackstone marked the Medallia loan at 78 in Q4, down from 82 in Q3. It's safe to say the PE sponsor's (and co-investors') $5...
By Julian Klymochko
Social•Feb 25, 2026
US IT Budget Wasted on Maintenance, Not Innovation
The US spends $100B annually on IT, and nearly 80% of that goes to maintenance instead of building new things. @cognition is ushering in an era of software abundance to the public sector 🇺🇸
By Gaby Goldberg
Social•Feb 25, 2026
CFO Guide: Guardrails for Secondary Tender Offers
How much money is too much money for employees to take out in a secondary? What are the appropriate guard rails to run a tender offer as a CFO? And is the rise of SPVs helping or hurting the reputation of secondaries? Mike...
By CJ Gustafson
Social•Feb 25, 2026
Middle Managers Bridge Strategy and Execution Through Clear Communication
#TimTalk - Middle managers are the bridge between senior strategy and frontline execution, how can the manager maintain communication? with Gary Cookson https://t.co/aeHGNcfHqc via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Success #Management #HumanResources #HR
By Tim Hughes
Social•Feb 25, 2026
Germany Urges China to Let RMB Appreciate, Reversing Stance
Germany joining the chorus call for China to allow the RMB to rise -- a big change from 15 years ago, when Germany didn't think China's currency management was its problem https://t.co/1J5Z0lrxma
By Brad Setser
Social•Feb 25, 2026
Fiscal Policy Dragged Q4 Growth, Boosts Q1
Hutchins Fiscal Impact Measure: Local, state & federal fiscal policy shaved 1 pct pt from GDP growth in Q4. We expect it will be *add* 2.6 pts in Q1 as effects of shutdown are reversed, will be roughly neutral...
By David Wessel
Social•Feb 25, 2026
Spot Market Overtakes Contracts, Signaling Freight Recession End
The spot market is finally crossing over and passing the contract market. Why does this matter? Because it provides the best data we've seen yet that the Great Freight Recession is ending. Is this a blip or a permanent shift? Is @rxoinc...
By Ben Gordon
Social•Feb 25, 2026
AI Sparked No Major Corporate Shifts in 2025
As someone who has spent a lot of time with large companies talking about AI, I can say fairly confidently that no big organizational changes happened as a result of AI in 2025 I don’t think that tells us...
By Ethan Mollick
Social•Feb 25, 2026
OpenAI's $100B Raise Defies Profit Logic
OpenAI is closing a ~$100B funding round despite being unprofitable. On paper, it makes no sense... But here’s what everyone’s missing:
By Ryan Allis
Social•Feb 25, 2026
Jensen Huang Discusses VAST Data at SLC Conference
NVIDIA CEO Jensen Huang on VAST Data today at VAST FWD in SLC - https://t.co/5VYAhyx8RC
By Nicole Hemsoth
Social•Feb 25, 2026
EM Currencies Surge, Yet Turkish Lira Slides Amid High Carry
Most EM currencies are managing to rally strongly against the Dollar so far in 2026. Turkish Lira is falling and the worst performer. This despite annual carry of over 30%. The fact that Lira is still falling is a sign...
By Robin Brooks