Social•Feb 23, 2026
Emerging Markets Still Offer Cheap Value Opportunities
Emerging markets portfolio manager Juan Torres on: * Where the Real Emerging Markets Value Is * If US Stocks Fall, What Happens to Emerging Markets? * Should You Hedge Emerging Markets Currency Risk? * Is Buying the Dip Still Smart? * Emerging Markets Outlook: Cheap or Fair Value? * Are EM Tech Stocks Overvalued? * How Pros Find Cheap EM Stocks * Are Emerging Markets Worth It Now?
By Tobias Carlisle
Social•Feb 23, 2026
Top Minds Discuss Economics on Larry Bernstein Podcast
Interview with Kevin Warsh, Myron Scholes and (separately) me, on the Larry Bernstein podcast. Excellent questions. https://t.co/LoFzv1bqmR
By John H. Cochrane
Social•Feb 23, 2026
Supreme Court Rules Trump Tariffs Illegal, Congress Holds Tax Power
Trump's IEEPA tariffs are illegal, as per the SC, and he's going to have to work with Congress and subject to the law now to sustain the tariff regime in various other ways. Or go back to court. China and...
By George Magnus
Social•Feb 23, 2026
Respect 5 PM Friday News Drops for Safer Investing
It is a prudent investment decision to respect 5pm Friday news drops given recent precedents. https://t.co/phlsQarN5X
By Quinn Thompson
Social•Feb 23, 2026
Hacker News' “Impossible” Products Prove Surprisingly Viable
This is great. A list of all the products Hacker News thought would never work. Sure, the default to response to ANY project on HN is that it could be copied on a weekend. But this list is _strong_ 🤣 https://t.co/4AiXf2WiXw
By Arvid Kahl
Social•Feb 23, 2026
New CSAF Outlines Air Force Challenges and Solutions
Exclusive: I recently spoke with @OfficialCSAF for his first interview in the job. Including his perspective on coming back to lead the service, the challenges facing the Air Force and his perspective of how to address them. A read to...
By Brian Everstine
Social•Feb 23, 2026
Trump Tariffs Spur Urgent 12‑Month Market Diversification
Another threat from Trump on tariffs. How much market diversification can countries do? Now? In the next 12 months? And supply chains and logistics?
By Tom Craig
Social•Feb 23, 2026
AI May Cut Taxable Income, Complicate Deficit Outlook
#NABE2026 AI and the federal deficits - Wendy Eldeberg formerly of CBO and now Brookings notes that AI could diminish taxable incomes? Reality nuanced due to taxes on workers could diminish. 🤯 AI boom could create a painful labor market...
By Diane Swonk
Social•Feb 23, 2026
Customers Buy Core Needs, Not Feature Overload
"We're the all-in-one solution." Cool. But that's not why they bought you. QuickBooks has 1,000 features. But people didn't hire it for 1,000 features. They hired it because of a few core struggles: they needed to get paid, pay others, and survive tax...
By Anna Furmanov
Social•Feb 23, 2026
Your Biggest Blind Spot Is Not Seeing Yourself
My wife laughed at me while we were singing in church. I complained, “What? I’m singing harmony.” She said, “No, you’re not.” The hardest person to see is yourself. The most common blindspot: believing you don’t have them. From: https://t.co/NI6z0uk7tr
By Dan Rockwell
Social•Feb 23, 2026
7 Proven Tactics to Launch SaaS From Scratch
For the 2,300+ of you who bookmarked the full playbook. We both know you’re not reading all that. So I turned it into a list of the 7 things I see actually working right now for launching a SaaS from...
By Adam Robinson
Social•Feb 23, 2026
New Updates: Google Cooling, Indexing Bug, Bing AI Praised
It’s New 2/23: Google cooling, page indexing report bug, @mordyoberstein likes the new Bing AI links, @gregfinn tries to make sense of Google Ads budget pacing and @TheMarketingAnu covered a new Meridian tool https://t.co/Ee9widt6Wd
By Barry Schwartz
Social•Feb 23, 2026
Job Seekers Paying Recruiters: The New Hiring Reality
What if everything you believed about how hiring works… was only half the story? The job market has always had rules. Apply. Interview. Get picked. Simple, right? But something is quietly changing beneath the surface — and it's making a...
By Jim Stroud
Social•Feb 23, 2026
Chile's Chicago Boy Reforms Outpace Argentina's Peso Woes
Chile basks in the afterglow of the free-market reforms put in place by Pinochet’s Chicago Boys (1973–1990). Argentina struggles under the weight of the Argentine peso. CHILE LEAVES ARGENTINA IN THE DUST. https://t.co/UyNgQY2kIL
By Steve Hanke
Social•Feb 23, 2026
Majority of Americans View Trump’s Tariffs as Harmful
Americans go negative on Trump's tariffs. A majority of U.S. adults say that the impact of tariffs on their families will be negative. https://t.co/eOn1TQa7Bi
By Steve Hanke
Social•Feb 23, 2026
EU Halts US Trade Deal, Shifts Focus to Asia
EU stops trade deal with the US. What is next for the EU, India, and China and trade deals with the US? And for supply chains and logistics?
By Tom Craig
Social•Feb 23, 2026
New Xbox CEO Aims to Revive Gaming Division
Inside Microsoft’s big Xbox leadership shake-up. Microsoft has a new gaming CEO who wants to bring Xbox back from the brink. I've been speaking to Xbox employees about how it all went down. Gift link for emergency Notepad issue this...
By Tom Warren
Social•Feb 23, 2026
AI Job Futures Mirror Early Deep Learning Uncertainty
Figuring out what the trends will be for AI and employment feels like figuring out how deep learning might influence computer vision in ~2010 - clearly, something significant will happen, but there is very little data out of which you...
By Jack Clark
Social•Feb 23, 2026
M&A Spree Sees Premiums up to 79%, One Discount
Today's M&A and SPAC notes $ACLX to be acquired by GILD for $115 cash + CVR worth up to $5, 79.4% premium, $7.8 billion $VRE to be acquired by Affinius Capital / Vista Hill Partners for $19.00 cash per share, 23.2% premium,...
By Julian Klymochko
Social•Feb 23, 2026
POS Malaysia Teeters on Insolvency After Nine Years Loss
POS Malaysia “Survival Before Recovery”. •Another Net loss RM209m FY25 •9 tahun berturut rugi. It’s a structural earnings problem, reflecting business model under sustained pressure. •Accum losses driven reserves to deeply negative ~RM1 bil •Net Asset per share only 11sen. Balance sheet now thinly...
By Azharuddin | Azha Investing
Social•Feb 23, 2026
DXY Net Longs Flip Back to Positive Territory
#DXY net longs make it to net longs territory for now https://t.co/HWXbhMOOqi #forex $FXE $UUP https://t.co/Emg2FxVwkD
By Ashraf Laidi
Social•Feb 23, 2026
Market Reaction Scores Reveal Earnings Surprises
Plenty of sites give you an earnings calendar. Others give you an AI TLDR of the release. The team at @StockMktTV focuses on what actually matters: how markets react. The Daily Beat breaks down expectations vs reality using a proprietary...
By J.C. Parets, CMT
Social•Feb 23, 2026
Core PCE Inflation Surges: Over Half Exceed 3%
There are 178 components to core PCE and 48% of them saw YoY inflation >3%. This was 42% a year ago. We continue to think inflation will run closer to 3% than 2% and we do have a little bit of...
By Ryan Detrick
Social•Feb 23, 2026
Create New Spaces; Visibility Fuels Future Leaders
Let me re-introduce myself. My name is Henri Pierre-Jacques and I am co-founder of @HarlemCapital, a fund backing the next generation of winners. My mission is to build rooms that didn't exist before. Not more seats at someone else's table, entire rooms. I...
By Henri Pierre-Jacques
Social•Feb 23, 2026
GSC Indexing Report Bug Omits Pre‑Dec 15 Data
Google Search Console page indexing report bug is missing data earlier than Dec 15 https://t.co/y7yTnWMPqo https://t.co/12gwQoqnWm
By Barry Schwartz
Social•Feb 23, 2026
Fed's “Open Market” Is Actually Managed, Not Open
why is it called the federal open market committee when said market is very clearly managed and a closed system
By Luke Kawa
Social•Feb 23, 2026
Shared GTM Ownership Undermines Momentum and Accountability
Why fragmented ownership quietly kills momentum There’s a moment in many companies where growth doesn’t stall — it dissolves. Nothing is obviously broken. The team is capable. Leaders are engaged. Everyone agrees growth matters. And yet, decisions feel heavier. Execution drifts. Momentum leaks. This is usually the point where...
By Krista Mollion
Social•Feb 23, 2026
North Dakota Beats Venezuela; Venezuelan Oil Too Costly
#NABE2026 Dan Yergin Vice Chairman of S&P500 expert on energy market. N Dakota produces more oil than Venezuela. We have to question reserves in VZ - over half requires $70-$80 per barrel to produce. Too expensive. Skeptical about how...
By Diane Swonk
Social•Feb 23, 2026
Hybrid Work Boosts Productivity and Work‑life Balance
I’m not sure I would have been successful in 2018 as an SDR if it wasn’t in office. Fresh out of college, I had no idea what I was doing. How to open Salesforce, make a dial, what to say, how...
By Brian LaManna
Social•Feb 23, 2026
Turn Sales-Dept Friction Into Company Fuel
Sales teams love to blame other departments. “They’re holding us back.” “They don’t get it.” “They’re risk-averse.” Here’s the truth. Without those coworkers, you would blow up the company. And without sales pushing, the company would stall. Patrick Lencioni and I break down why those...
By Jeb Blount
Social•Feb 23, 2026
Own the Problem: Think Like Owner, Empower People
My first podcast conversation in over 2 years. I couldn’t have done it without Lee Odden ’s insightful questions and thoughtful coverage of today’s hottest B2B Marketing topics. My biggest takeaways for marketers: - think like a business owner not an order...
By Michael Brenner
Social•Feb 23, 2026
AI Funding Could Sideline Manufacturing and Job Growth
Fed’s Waller: Spending on AI. That capital could go to manufacturing and upstream supply chain fe-risking and diversification. Reshore? Onshore? And the economy and jobs?
By Tom Craig
Social•Feb 23, 2026
USDA Confirms 125,000‑Ton U.S. Corn Sale to Colombia
USDA confirms the sale of 125,000 metric tons of U.S. corn for delivery to Colombia in 2025/26.
By Karen Braun
Social•Feb 23, 2026
Stop Building Foundations; Start Selling to Generate Profit
You’re too busy building the “foundations” of your agency to work on the only thing that matters. You don’t need: ↳ A logo ↳ A CRM ↳ An LLC ↳ A tagline ↳ A website ↳ A rebrand ↳ A pitch deck ↳ A brand guide ↳ An office space ↳...
By Dan Mall
Social•Feb 23, 2026
Tariffs Shift U.S. Imports, Not Reduce Deficit
As a result of Trump's tariffs, Americans bought less from China, but more from other countries around the world — Cambodia, Vietnam, Malaysia, and Thailand. TARIFFS DON'T CLOSE TRADE DEFICITS. THEY JUST RE-SHUFFLE THE SOURCES OF IMPORTS. https://t.co/CFIWJu9be2
By Steve Hanke
Social•Feb 23, 2026
Oil & Gas Consolidation Accelerates; KNTK Near Deal Valuation
Consolidation in Oil & Gas keeps accelerating - $KNTK is reportedly being approached by $OXY-backed $WES. - Delaware Basin pipeline operator is up 10%+ on the news and even more ytd - Upside looks limited, any deal likely prices near the current mcap....
By Dalius – Special Sits
Social•Feb 23, 2026
Franchise Fallout: Burnt Pizzeria Exposes Family Illusion
The Burnt-Down Pizzeria — And the Franchise Wake-Up Call. When the “franchise family” reveals what the relationship really is. https://t.co/1YT6sJkFQQ #SmallBusiness & Deal Making #SMB https://t.co/dvveSMhfU0
By David C. Barnett
Social•Feb 23, 2026
Eroded Driver Standards Driving Fatal Truck Accidents Up
Fatal accidents involving heavy duty trucks have doubled on a per mile basis since 2010. This is despite all of the technology and systems implemented that should make trucking safer: anti lock brakes, trailer side guards, collision avoidance systems, automatic transmissions. Many...
By Craig Fuller
Social•Feb 23, 2026
Rising Opposition Threatens Hapag-Lloyd's ZIM Acquisition Deal
Opposition to ZIM’s sale to Hapag-Lloyd grows. Will Hapag-Lloyd seek a lower price or walk away from the deal? Any other potential buyer would face the same issues. https://t.co/sE5hMJ28vO
By Tom Craig
Social•Feb 23, 2026
Arcellx to Be Acquired for $115 Cash per Share
Merger Monday….ACLX (Arcellx ) being bght for $115 cash per shr +CVR worth as much as$5
By Mario Gabelli
Social•Feb 23, 2026
Tariff Refunds Boost Retailer Profits, Not Consumer Refunds
If retailers raised prices during tariffs, that doesn’t create a liability to each customer—it creates profit (or covers costs). So if or when tariff refunds arrive, the default outcome is: firms recoup, shoppers don’t. Bottom line: You aren't getting a penny...
By Justin Wolfers
Social•Feb 23, 2026
Trump's Unpredictable Tariffs Threaten Transpacific Supply Chains
Trump tariff turmoil clouds transpacific contracting season. The bigger question is Trump’s unpredictability for imports and revenue. Goes beyond the 15% and what he may do next? That supply chain risk is also logistics risk. https://t.co/mQLO4g8ITo
By Tom Craig
Social•Feb 23, 2026
Turn One Proof Asset Into Two Claim Formats
Hot take: your audience isn’t consuming your content. They’re consuming someone else’s screenshot of it. Or a creator recap. Or an AI answer stitched from whatever looked most consistent online at the time. So “we posted 5 times this week” isn’t a...
By Gini Dietrich
Social•Feb 23, 2026
Neutral Rate Near 3% as Forecast‑Based Policy Debate Rises
Need to know where we are relative forecast-based policy setting. Neutral rate est at what it was a little less than 3%. The push to make policy on forecasts is something the administration’s nominee to replace Chair Powell has argued....
By Diane Swonk
Social•Feb 23, 2026
Waller Doubts AI Fuels Current Productivity Surge
Waller on Monday pushes back on the idea that the ongoing productivity boom is currently being driven by AI. "A.I. at some point will clearly kick in down the road, but I don't think it's going to be in the...
By Colby Smith
Social•Feb 23, 2026
Nebius Price Target Lifted to $232 on $5.4B ARR Outlook
Nebius Group $NBIS price tgt raised to $232 at Northland Conservatively raising CY26 ending ARR estimate to $5.4B from $4B on strong 4Q25 incremental ARR and low end of CY26 capex plans. While we are not changing our...
By Mark Lehman (MarkFlowChatter)
Social•Feb 23, 2026
Walller Signals Potential Rate‑Cut Pause Amid Improving Data
Potential pivot by @federalreserve Gov Chris Walller - IF the next retail sales & labor data continue to show signs of further improvement, like we saw in Jan, then would support a pause in rate cuts after dissenting in Jan....
By Diane Swonk
Social•Feb 23, 2026
Warsh Chairmanship Could Push Mortgage Rates Near Zero
How low can mortgage rates go with tariff ruling and Kevin Warsh as Fed Chair? https://t.co/eEzHs3zcYh
By Logan Mohtashami
Social•Feb 23, 2026
AI Success Requires Human Transformation, Not Just Technology
Why do so many organizations report AI adoption, yet see limited returns? New data suggests it’s not just execution. Fear of becoming less relevant, or even replaced, leads employees to “use” AI without truly embracing it. The real shift? Treat AI...
By Harold Sinnott
Social•Feb 23, 2026
Fed Waller, Durable Goods Data Set Up Market Swing
🚨 Morning Market Rundown – Feb 23, 2026 🚨 🧠 Macro Headline: Markets digest Fed Waller + key U.S. data with durable goods and factory orders in focus. Growth vs slowdown narrative still in play. 📅 Economic Events: • 0800 – Fed’s Waller speaks •...
By Shawn Catena (TraderTV Shawn)