Social•Feb 24, 2026
Countries Subsidize Exports, Cutting Domestic Consumption to Offset US Tariffs
1/4 As this WSJ article points out, countries are keeping their exports competitive in the face of US tariffs by increasingly subsidizing them, with the subsidies ultimately being paid for in the form of suppressed consumption. https://t.co/phOREv8G8z
By Michael Pettis
Social•Feb 24, 2026
S&P 500 Records Worst 17‑year Start, US Rank 69th
🔴This is one of the WORST starts for the S&P 500 to the year in HISTORY: S&P 500 is lagging the rest of the world equities by 8 percentage points, the worst start to a year in at least 17 years. The...
By Global Markets Investor (newsletter author)
Social•Feb 24, 2026
India Skips US Deal, Outpaces Japan in Trade
PM Takaichi sticks with Japan's one-sided trade agreement with the US. India’s PM Modi has wisely not signed a trade agreement with Uncle Sam. INDIA LEAVES JAPAN IN THE DUST. https://t.co/aWVetL1q0z
By Steve Hanke
Social•Feb 24, 2026
China’s Top Solar Firms Slash One‑third Staff Amid Losses
1/7 Reuters: "China's biggest solar firms shed nearly one-third of their workforces last year, company filings show, as one of the industries hand-picked by Beijing to drive economic growth grapples with falling prices and steep losses." https://t.co/BDS9UWJaXO
By Michael Pettis
Social•Feb 24, 2026
Ticketmaster‑LiveNation Faces Potential Standard Oil‑style Breakup
Ticketmaster - LiveNation has got to be the leading candidate for a return of the Standard Oil style breakup (i.e., the dissolution of an anticompetitive merger)
By Tim Wu
Social•Feb 24, 2026
Businesses Prefer SaaS Over Costly In‑House Tool Development
I keep seeing this take and I just don’t think any serious business will waste time and resources on vibe coding internal tools to replace SaaS subscriptions. Some might give it a go and it makes a good headline for...
By Jon Yongfook
Social•Feb 24, 2026
Accelerating Trade Imbalances Will Deepen Global Tensions
Good PIIE paper by Tamim Bayoumi and Joseph E. Gagnon on the consequences of accelerating trade imbalances. They warn that trade tensions are likely to get worse, something I have been saying for years and continue to say. I don't...
By Michael Pettis
Social•Feb 24, 2026
World Pivots to India as US Tariffs Alienate Allies
#IndiaWatch 🇮🇳: At the margin, the world is making a Pivot away towards India. TRUMP’S TARIFFS = MAKING LOTS OF US ENEMIES. https://t.co/3H8maAoa62
By Steve Hanke
Social•Feb 24, 2026
AI Prediction Markets Rapidly Closing the Human Advantage
I talked with one entrepreneur today that is building a prediction market. Crowds of humans are still better but AI is improving at a fast rate. Here is a prediction market for your Claws. Worth checking out. Not compensated by them.
By Robert Scoble
Social•Feb 24, 2026
Leadership Wins by Choosing Fewer, Higher‑Impact Priorities
Many leaders chase more. I choose better. I thought growth meant more more meetings, more projects, more noise. It looked productive. It wasn’t. When everything matters, nothing does. Results improve when you remove what doesn’t move them. My rule: • Fewer priorities • Fewer meetings • Fewer distractions • Higher standards Simplicity...
By Abraham Kah
Social•Feb 24, 2026
Leaders Feel Invisible Amid Employee Turnover and Tough Decisions
Leaders have to take care of their teams, appease their bosses, and still have something left for themselves at the end of the day. In this particular economic, social, and political climate, a lot of corporate leaders are struggling to...
By Julia Rock
Social•Feb 24, 2026
SpaceX Stake Lifts Blue Owl NAV Amid Credit Slump
Why is the Blue Owl Tech BDC's NAV going UP when private credit sentiment is so bad? While it is primarily a private credit fund, the BDC does have a small equity portfolio, which mostly consists of a large chunk of...
By Julian Klymochko
Social•Feb 24, 2026
China Buys FX as Yuan Rises to Curb Appreciation
A little more complicated -- China consistently buys more fx when the CNY is appreciating (whether for structural or cyclical reasons). Exports start converting, and controlling the pace of appreciation takes intervention. Subtle point, but clear in the data
By Brad Setser
Social•Feb 24, 2026
AI Boom Keeps Payroll Flat, Cuts Original Workers
The software industry's payroll has been flat since ChatGPT launched. The AI productivity boom may be eliminating the workers who created it first. 🔒 Members-Only https://t.co/xRx5vLZILo
By Ed Yardeni
Social•Feb 24, 2026
TICO Faces 99.5% Owned Toyota Tender
I've been a bit quiet on here for a while. I'm still busy over at @smartkarma. Over the weekend I published two pieces on TICO (Toyota Industries Co (6201 JP)) which is currently undergoing a Tender Offer by Toyota Asset...
By Travis Lundy
Social•Feb 24, 2026
Mexican Civil War Threatens US Supply Chains More than Tariffs
A Mexican civil war would be far more catastrophic to American supply chains than tariffs - Michael Vincent
By Craig Fuller
Social•Feb 24, 2026
Islamic Finance Expert Charged; United Plantations Hits 120‑year Record
Additional Major Earnings News to Track on February 24, 2026: 4. Tan Sri Dr Mohd Daud Bakar charged with unlicensed securities dealing The renowned Islamic finance expert is accused of unlicensed dealing activities. 5. United Plantations posts best results in 120 years FY2025 earnings...
By David Chuah
Social•Feb 24, 2026
Weighted Avg 2.3% Signals Bullish Breakout Over CBO
The probability weighted average of both @jasonfurman and the survey average is 2.3%*, i.e. solid breakout. That's bullish; CBO is at 1.8%. *(Assumes 5% for the >4% phase transition scenario. I figure probabilities of higher figures quickly fall to...
By Greg Ip
Social•Feb 24, 2026
Confront Challenges Directly: The Only Path to Resolution
“The best way out is always through.” In strategy and leadership, avoidance masquerades as sophistication. We reframe, defer, reorganise—anything to bypass the hard conversation, the failing unit, the flawed assumption. But complexity rarely dissolves when ignored. It compounds. The issues we...
By Fayaz King
Social•Feb 24, 2026
Openclaw's Clever Design Masks Potential Negligence and Hidden ToS Breaches
Yikes. If this is true, then it’s both pretty ingenious and supremely negligent. I wonder what percentage of users have done a code audit of Openclaw. And what other fun ToS-voiding surprises lurk in there.
By Arvid Kahl
Social•Feb 24, 2026
Japanese Builders Double Down on U.S. Housing Market
Japan’s big bet on the U.S. housing market got even bigger today Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes That's just 10 days after Japan-based Sumitomo Forestry said it's buying Tri Point Homes https://t.co/UnPOshRdS1
By Lance Lambert
Social•Feb 24, 2026
Trump Threatens Tariffs over Supreme Court Decision, Mocks Tariff Chief
Today, Trump issued a statement on Truth Social saying "any country that wants to play games with the ridiculous Supreme Court decision... will be met with a much higher tariff." THE TARIFF MAN HAS LOST IT. https://t.co/AA365cmzVQ
By Steve Hanke
Social•Feb 24, 2026
AI Is Reshaping, Not yet Transforming, CIOs' Businesses
Ive been telling CIOs that a lot of what AI is doing in their organization is reshaping its business. Its not really transforming yet. #AI #CIO #DigitalTransformation #CXOTalk https://t.co/xTvbca0YxB
By Isaac Sacolick
Social•Feb 24, 2026
Trump's Tariff Rate Uncertain: 10% Formal, 15% Unconfirmed
Trump's 10% global tariff was formalized in a proclamation from Friday and goes into effect at midnight tonight. He later said he would raise it to 15% but with three hours to go, is yet to do anything formal to...
By Justin Wolfers
Social•Feb 24, 2026
AI Empowers CEOs to Right-Size Workforce Aggressively
“The companies that were 200 people and probably should have been 120? They want to be 80 now. AI has given every CEO permission to finally right-size in ways they were afraid to before.” This is the new reality. For...
By Paul Roetzer
Social•Feb 24, 2026
Hire an OBM: Boost Execution, Cut Stress
You think doing everything yourself = control. But it actually equals mistakes, delays, and a client experience that is either sloppy , leaves you exhausted or both . You’re losing time, money, and sanity. An OBM who’s in your corner...
By Zhara (Fractional COO)
Social•Feb 24, 2026
Key Earnings to Watch on Feb 24: Petronas, IOI, Construction Plan
Major Earnings News to Track on February 24, 2026 (Day 8 of Chinese New Year): 1. Petronas Dagangan Fiscal Performance 2. IOI Corp Quarterly Earnings Outlook 3. Construction Action Plan 2026-2030 Launch 🧵⬇️
By David Chuah
Social•Feb 24, 2026
Section 122 Tariffs Reduced to 10% From 15%
Section 122 tariffs now being collected at 10%, not Trump's weekend 15%. Clearly, a well-oiled tariff machine here. 🤷🤷 https://t.co/5MjbcrZuXD https://t.co/jb72H2AZQ8
By Scott Lincicome
Social•Feb 24, 2026
China’s $100B/Month FX Buying Blocks Dollar Diversification
Me, in the Financial Times -- On the surge in China's intervention, and the impossibility of diversifying away from dollar assets/ Treasuries when the state banks are buying $100b a month in FX 1/ https://t.co/Pc78czuld9
By Brad Setser
Social•Feb 24, 2026
Germany Injects €1.3B Into Salzgitter Green Steel
After financial commitments fell through, the German government pours €1.3 BILLION into Salzgitter’s green steel project. GERMANY'S GREEN SECULAR RELIGION = KILLING THE GERMAN ECONOMY. https://t.co/gmESJ38qxH
By Steve Hanke
Social•Feb 24, 2026
Bessent: A Trader‑politician Unlike Typical Treasury Secret
Interesting on many levels. Bessent is much more of a trader (and yet also much more political) than most Treasury secretaries ... https://t.co/7m06uOU5eQ
By Brad Setser
Social•Feb 24, 2026
AI Shrinks Education Skill Gap by 75% on Tasks
New randomized experiment shows AI narrows skill gaps. We found this among talent levels at the same job, but this paper looks at education. They find that AI reduces the gap between more & less educated people on a business...
By Ethan Mollick
Social•Feb 24, 2026
Modernize Unemployment Insurance to Restore Government Legitimacy
This is probably where the focus of a lot of efforts needs to go, as much as it might seem small-bore / Clintonian Appetite for tax increases very low. Appetite for spending changes (up or down) also not high. Improving govt...
By Skanda Amarnath
Social•Feb 24, 2026
Avoid Rehashing Fed Gold/ETF Debate if ZIRP Returns
I just hope if we really do end up back at ZIRP that we don’t debate the Fed buying gold or ETF’s, that was bad discourse.
By Conor Sen
Social•Feb 24, 2026
More Trades Don’t Equal Better Long‑term Returns
A client showed me her previous advisor's quarterly report. 47 trades in three months. She thought that meant he was working hard for her. When I looked at her actual returns over 5 years, something didn't add up.
By Ben | Finance & Investing
Social•Feb 24, 2026
Build Systems Now to Scale Your Brand Later
If you want to sell or license, or scale your brand someday, you can’t be the one holding it together today. 🫢 You need to build a business that delivers consistent quality, with or without you in the room. That requires repeatable...
By Mallory Musante
Social•Feb 24, 2026
Prioritize Internal Stakeholders; Communicate Hope, Purpose, Authenticity
Recently, my Communication in Organizations class at RWU heard from Theresa Matos Agonia, Chief of Staff at Big Brothers Big Sisters of America. Two insights stood out: Internal stakeholders are the most important public. They must be intentionally prioritized. She also says leadership...
By Dr. HUME (Hume Johnson)
Social•Feb 24, 2026
2025 Shows Weakest Non‑Recession Job Growth in Decades
2025 delivered the weakest U.S. job growth of any non-recession year in decades. The US job market is NOT as hot as the spinmeister in chief Washington DC cracks it up to be. https://t.co/8bDuyzl0yp
By Steve Hanke
Social•Feb 23, 2026
Work‑Life Balance: Corporate Myth That Reduces Humans to Output
“Work-life balance” is a corporate narrative designed to dehumanize you. It frames your existence as equal to your output. Your worth as equal to your productivity. Your life as something that must be “balanced” against work.
By Nisar Law
Social•Feb 23, 2026
Trump's Tariff War Sparks Court Battles, Supply‑Chain Uncertainty
Trump tariff vendetta picking up. Will all this go to the courts? Supply chain uncertainty.
By Tom Craig
Social•Feb 23, 2026
AI Will Flood Markets With 100x More Clone Competitors
“You’re about to have 100x more competitors because of AI” People cloned my app even when there was no AI. Half-assed attempts by non-serious people trying to make a quick buck, that then faded into obscurity. I imagine vibe-coded competitors to...
By Jon Yongfook
Social•Feb 23, 2026
SaaS Evolves Into Skills-as-a-Service, Delivering Outcomes Fast
SaaS will evolve to mean Skills as a Service. Selling the outcomes and results of a product. Cheaper and faster. It'll look archaic that we used to give people software that took days to setup and hopefully get results.
By Noah Kagan
Social•Feb 23, 2026
Clarity Beats Uniform AI: Define Your Customer Identity
If everyone has the same AI, AI isn’t the advantage. Clarity is. Who are you to your customers? : #AI #Strategy #Leadership #Business #Innovation https://t.co/JZtALylZ7J
By Kaihan Krippendorff
Social•Feb 23, 2026
Make Private Lenders Passive, Not Pursuing, for Funding
Raising private capital for your next deal is about keeping the partnership passive. If a private money lender has to chase you down for details, your chances of getting their money is slim to none.
By Darius (Invest with Darius)
Social•Feb 23, 2026
Built an AI MVP in Just 30 Minutes
Facilitated an AI MVP workshop and here is what we built in 30 mins 👌🏾
By Omozara
Social•Feb 23, 2026
Xbox's Messy Leadership Shakeup Signals Decline or Rebirth
Microsoft's rollout of its big Xbox leadership shakeup is as messy as everything else this console generation. Is Xbox going back to its roots or is the company intent on managing the decline of the only Microsoft brand left anyone...
By Ethan Gach
Social•Feb 23, 2026
AMC's $10K Debt Revives Bankruptcy Risk
$AMC 10K firmly puts bankruptcy back on the table. To quote: In order to achieve net positive cash flows from operating activities, revenues will need to increase from current levels to levels at least in line with pre-COVID-19 revenues. However, there...
By John Hempton
Social•Feb 23, 2026
Trump’s 15% Tariff Set to Expire, Supply Chains Uncertain
US House not likely to codify Trump’s 15% tariff. So the tariff will expire after 150 days. What will Trump do then? More Trump unpredictability for supply chains?
By Tom Craig
Social•Feb 23, 2026
Companies Issue Equity Under Pressure,
$WHR. Typical. Corporate strategy has always been Issue equity when you have to NOT when you can. Stocks down 7% on a forced issuance. $ORCL same story still dumping ATM every day https://t.co/vIGKQDwhZB
By Andy Constan
Social•Feb 23, 2026
SNDA Announces Major Merger and Massive PSU Grant
As a friend dm'd me, $SNDA just pulled the "Andrew Walker" special (big merger followed by a massive PSU grant with ambitious stock price versting targets) https://t.co/iEnOdITDX3
By Andrew Walker