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 much VZ can produce or if government is going to be stable enough to put money into it. Talked to Oil CEO about Iraq invasion and oil - response was “I need to know what the rule of law will be” before invest a cent.
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...
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”...
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)
Social•Feb 23, 2026
USD Stays Flat Post‑SCOTUS, Defying Tariff‑Driven Drops
Big moves in currencies are made one small move at a time. The fact that USD didn't rally substantially after the SCOTUS decision is remarkable. After all, it fell a lot when reciprocal tariffs hit, so the fact that it...
By Robin Brooks
Social•Feb 23, 2026
Know Your Vision First, Then Let AI Amplify
🔥 Hot take: AI won't be effective if you don't know what "good" looks like. You can't simply prompt your way to wisdom—if you lack an understanding of your audience, your goals, or your craft, AI will only amplify the...
By Pam Didner
Social•Feb 23, 2026
AI-Generated Review Spam Overwhelms Feeds—Proceed with Caution
Interesting find and I wasn't even looking for it... Pathetic over-optimized review shows up in my feedly. Gobs of content. Too much. No author listed... Sets off my internal "this looks AI-generated content" flag. Check the page, yep, 99% probability...
By Glenn Gabe
Social•Feb 23, 2026
HR Examines $15K Reverse Recruiting Model
$15K to land a job? What HR can make of ‘#ReverseRecruiting’ @HR_Exec https://t.co/WiJQnzc2w6 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 23, 2026
Importers Brace for Potential 15%+ Tariff Surge
Trump. Is he amping up for more than 15% global tariffs? With his unpredictability, what do importer supply chains do now?
By Tom Craig
Social•Feb 23, 2026
Waller's March Cut Unlikely; FOMC Odds Near Zero
March cut may be a coin flip for Waller based on Feb payrolls, but it's not for the FOMC. Cut odds close to zero
By Ed Bradford
Social•Feb 23, 2026
Embed FP&A Early to Drive Decision Enablement
FP&A creates real impact when embedded early — not after decisions are already taking shape. Jagan Kallaganti (Questas Group) discusses FP&A’s shift from stewardship to decision enablement and why many teams remain credible, but not truly influential: https://t.co/jaR4Oo66Wk https://t.co/4eeRpVrUe1
By Larysa Melnychuk
Social•Feb 23, 2026
Weekly SEO Recap: Google Volatility, Review Disappearances, AI Updates
Catch up on last week with the SEO Video Recap covering the week long super heated Google volatility, Google reviews are disappearing again, links in AI Mode and AI Overviews are updated, Google Ads news and more https://t.co/e9yXgyFhbD
By Barry Schwartz
Social•Feb 23, 2026
Colombia, Chile, South Korea Lead 2026 Emerging Market Inflows
What are the hottest EMs in 2026? There are a handful of EMs that have monthly BoP flows. Those show a big rise in foreign investor inflows for Colombia (red), Chile (blue) and South Korea (purple). India (green) and Mexico...
By Robin Brooks
Social•Feb 23, 2026
Sitemaps Don't Guarantee Indexing Without Valuable Content
Sitemaps aren't a directive. You still need to prove a site's worth to Google... -> From John: "One part of sitemaps is that Google has to be keen on indexing more content from the site. If Google's not convinced that...
By Glenn Gabe
Social•Feb 23, 2026
Stop GTM Theater: Focus on ICP‑Driven Strategy
If your GTM looks impressive but revenue is flat, that’s not bad luck. You're stuck in the classic GTM Theater vs. GTM Strategy trap. Let me explain... GTM Theater is when... 1) You've got that Agency running ADs, and they're showing you all the...
By TK Kader
Social•Feb 23, 2026
Google Admits Indexing Data Gaps Are Just Side-Effect
Google's @johnmu on the page indexing data missing issue - "just a side-effect" - story updated at https://t.co/y7yTnWMPqo https://t.co/Aa09Vs5Avg
By Barry Schwartz
Social•Feb 23, 2026
Waller Open to Steady Rates in March if Labor Stabilizes
Waller, a Fed governor who dissented against January's rate cut pause, said he is open to holding rates steady in March if the labor market continues to stabilize. He also doesn't expect the Supreme Court ruling to impact his rate...
By Colby Smith
Social•Feb 23, 2026
Waller Says March Rate Move Hinges on Feb Payroll
Fed governor Chris Waller conditions his support for a March cut (or hold) on the February payroll data due for release on March 6. “As things stand today, I rate these two possible outcomes as close to a coin flip.” https://t.co/8ompstwgY9 If...
By Nick Timiraos
Social•Feb 23, 2026
US Policy Shifts Risk Turning Economy Into Petrostate
The US risk drifting toward petrostate economics. Regulatory rollbacks and clean energy policy U-turns aren’t just about climate — they affect jobs, industrial competitiveness, health and investment certainty. https://t.co/6Jn5YrWN68
By Jan Rosenow
Social•Feb 23, 2026
Reddit Stock Slides as Search Traffic Shifts, Users Stagnate
And again, one turn of the knob by Google, and visits from Search plummets -> Why Reddit’s Stock Plunged 42% In Past Five Weeks "The number of Reddit daily users in the U.S. who are “logged in” to the service—meaning...
By Glenn Gabe
Social•Feb 23, 2026
Short‑term Tariffs Won’t Drive Multi‑year Investment
A tariff that expires in 150 days isn’t a long-run industrial policy. Firms invest on multi-year horizons. If the policy is temporary, the investment response will be, too: mostly none. (This was recorded when the tariff rate was 10%; it's...
By Justin Wolfers
Social•Feb 23, 2026
Google Ignores Sitemaps Lacking Fresh, Valuable Content
Google won't use your Sitemap file if it isn't convinced of new/important content says John Mueller of Google https://www.seroundtable.com/google-index-sitemap-content-40973.html #google #seo #googleseo #sitemaps
By Barry Schwartz
Social•Feb 23, 2026
Sell Ideas, Not Time: The Wealth of Ownable Concepts
Top paid experts all have one thing in common: They sell ideas (not just time). And iIdea owners get rich. Simon Sinek charges $100K+ for a keynote today. But before his famous “Start With Why” TED Talk? He was a relatively unknown marketing consultant. One...
By Katelyn Bourgoin
Social•Feb 23, 2026
Paramount Likely Raises WBD Bid, Netflix May Bail
Paramount Is Expected to Raise Price of Warner Bros. Discovery Bid. Will Netflix Walk Away? https://t.co/rRAxVO21Ls via @variety
By Todd Spangler
Social•Feb 23, 2026
1970s Balance‑of‑Payments Deficit Returns Under Trump
Back to the 1970s again. History, Trump, the law and the balance of payments. Can the bofp be in deficit? Did a chartbook in response to the fascinating exchange between @Brad_Setser & @PhilWMagness https://t.co/ryYY7Z9OBm https://t.co/zySJwiEZN7
By Adam Tooze
Social•Feb 23, 2026
Search Spikes Don’t Harm Google Search, Says John Mu
Google's @johnmu said a spike in search impressions does not cause problems with Search https://t.co/Gx8bDf2WoW https://t.co/cLxH8TBMF9
By Barry Schwartz
Social•Feb 23, 2026
Economists Needed to Assess AI’s Macro Economic Impact
We need real economists (@ModeledBehavior, @arpitrage, @tylercowen, Krugman etc) to take a crack at the fast AI scenarios from an NGDP, RGDP, productivity growth, inflation, 30,000-foot macro standpoint. What are the tech/VC/hedge fund people missing?
By Conor Sen
Social•Feb 23, 2026
Local Content Rules Halve EV Subsidy Effectiveness
New @nberpubs: "Industrial Policies for Multi-Stage Production: The Battle for Battery-Powered Vehicles" https://t.co/DX6XB7e1R0 "local content requirements... drive up costs and reduce subsidy uptake, undoing more than half of the EV adoption stimulus coming from pure buyer subsidies" 😲
By Scott Lincicome
Social•Feb 23, 2026
Analysts Overstate Global Copper Supply by Ignoring Strategic Reserves
I am seeing many market analysts include the accumulated copper stockpiles in the US in their global balance of copper stockpiles and therefore conclude that there are >1 million tonnes of available copper in global stockpiles today. I am not...
By Robert Friedland
Social•Feb 23, 2026
Dollar's Dominance Will Persist Despite Trumpian Challenges
Former ECBer, Vitor Constancio, thinks the dollar debasement narrative is overstated. He says, yes, Trumpian policies are challenging the international monetary order, but they are not, as yet, leading it to crumble: "the dollar will continue to dominate for decades ahead". His...
By Izabella Kaminska
Social•Feb 23, 2026
Waller Speaks as US Activity and Orders Dip
Economic calendar for Mon. Feb 23. 8:00am - Fed’s Waller speaks 8:30 - Chicago National Activity Index for December: Expected -0.08; Prior -0.04 10:00 - Factory orders m/m for December: Expected -0.6%; Prior 2.7%
By Neal Roberts (TraderTV Neal)