Social•Feb 22, 2026
AI Could Be the First Non‑displacing Productivity Wave
L: Productivity miracle 1.0 - autos (white) replace horses (orange) in 10 yrs; horses never recover R: Productivity miracle 2.0 - China replaces US manufacturing workers; US mfg workers down ~35% in 10 yrs Productivity miracle 3.0 - AI v. white-collar jobs; different this time? https://t.co/NtZWhlmb4l
By Luke Gromen
Social•Feb 22, 2026
Mean Reversion Drives Margins, Multiples, and Sentiment
"Mean reversion applies to margins, multiples, and market sentiment." 🚀 Markets always swing, but smart investors know: extremes don’t last. Mean reversion isn’t just a theory—it drives margins, valuation multiples, and market sentiment.
By Mike the Value Investor
Social•Feb 22, 2026
Focus on Strengths, Mute Blocking Weaknesses
Almost always: Double-down on your strengths rather than blunt weakness. Exception: When a weakness is directly blocking your goals or an obstacle to the most important next steps for the company. Even then, just mute it, don’t try to “turn it into...
By Jason Cohen
Social•Feb 22, 2026
AI Sparks Entrepreneurial Energy: 4 Organizational Strategies
4 ways to inject new entrepreneurial energy into your organization, using AI as a catalyst. via @forbes https://t.co/3mNojgxEHQ
By Joe McKendrick
Social•Feb 22, 2026
Tariff Refunds: Near Impossible, Importers Left Stuck
Interesting. Will getting tariff refunds be like getting blood from a stone? What will importers do?
By Tom Craig
Social•Feb 22, 2026
Guard 90 Quiet Minutes Daily for Deep Focus
If you want to learn focus & deep work... Don’t analyze monks or CEOs with assistants. Instead, learn how someone a few steps ahead of you protects 90 quiet minutes every day. Start there. Then expand.
By Pascio
Social•Feb 22, 2026
Non‑technical Users Adopt Early; Founders Must Rethink Assumptions
And this is peak "innovators" phase of adoption. Consider that during the earliest product adoption phase, non-technical folks are already doing the thing many believe "no one will ever do." We, the founders, need to adjust our system of beliefs NOW.
By Arvid Kahl
Social•Feb 22, 2026
Lagarde Warns US Tariffs Could Destabilize EU Balance
Lagarde says US tariff moves risk upsetting equilibrium with the EU https://t.co/ode7ZBLduy via @weberalexander https://t.co/HemjTQHk5r
By Zöe Schneeweiss
Social•Feb 22, 2026
Tech Revolutions Cycle: Bubbles, Crashes, Inclusive Deployment Needed
If you want to read a piece that lays out the best bull/base case scenario, you should go read “Technological Revolutions and Financial Capital” by Perez. The book argues that every technological advancement follows the same framework as it relates to...
By Citrini7 (pseudonymous)
Social•Feb 22, 2026
India Delays Trade Pact Amid US Tariff Uncertainty
India postpones trip to finalize trade pact. Global uncertainty on what Trump will do after his 15% for 150 days action is done because his tariffs were deemed not legal. What is ahead for supply chains?
By Tom Craig
Social•Feb 22, 2026
Assess Multi‑Tier Risks to Boost Resilience and Cut Costs
Organisations should evaluate vulnerabilities across multiple tiers, ranging from high-level strategic planning, operational & process risks to frontline execution. By integrating theoretical lessons with practical, data-driven frameworks, the resources outlined in this newsletter aim to enhance operational resilience, ensure regulatory compliance,...
By Dr. Muddassir Ahmed
Social•Feb 22, 2026
Asia Confirmed as Global Manufacturing Hub, ILO Shows
Asia as global manufacturing hub, shown by the ILO. More sources featured on today's Chartbook Top Links in the comment below. https://t.co/bpfQbXlbHK
By Adam Tooze
Social•Feb 22, 2026
AI Thrives While Economy Crumbles in 2028
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? https://t.co/JzzwCrbJgS
By Citrini7 (pseudonymous)
Social•Feb 22, 2026
Privacy Is a Year‑round Leadership Responsibility, Not a Weekly Event
RT Data Privacy Week is over. Lawsuits, breaches, and AI experiments don't pause the other 51 weeks of the year. Privacy is now a leadership accountability issue, not a back office task. #CIO #CMO #CISO #DataPrivacy @Star_CIO https://t.co/Naq82FuMWZ
By Isaac Sacolick
Social•Feb 22, 2026
Nvidia CEO: Trillions Required for Global AI Expansion
Nvidia CEO Huang Says Trillions More Needed for AI Buildout https://t.co/gk4YrrCQym @nvidia @nvidianewsroom #WEF26 #DAVOS #AI #IoT #MWC26 https://t.co/M2lTdcJyST
By Harold Sinnott
Social•Feb 22, 2026
Questioning US Balance‑of‑Payments Deficit Under Section 122
So does the US have a balance of payments deficit for purposes of section 122 of the trade law (and thus the basis for imposing a 15% tariff). It is an interesting question 1/ many https://t.co/JidbJk37vw
By Brad Setser
Social•Feb 22, 2026
Trump Trade Deals Uncertain, Investors May Have Misjudged
Were the trade deals with Trump approved by the Senate? Did the Supreme Court void them? What is Trump’s end game? Supply chain uncertainty reigns.
By Tom Craig
Social•Feb 22, 2026
DHS Funding Gap Pauses Global Entry, Sparks Airline Buy
Macro: DHS funding lapse prompted policy reversals. Key: TSA PreCheck remains; Global Entry paused. Risk: service uncertainty may boost travel volatility. Trade: buy select airline stocks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 22, 2026
Discussing Economy, Trade, and Central Bank Independence
I had a good discussion with @MargBrennan of @FaceTheNation about the economy, trade, central bank independence and other topics. https://t.co/7S39jwcldt
By Christine Lagarde
Social•Feb 22, 2026
Trump’s China Deal Unclear Amid Tariff Reversal Chaos
What is the standing of Trump’s China deal? Congressional approval? What is his end game after Liberation Day tariffs struck down? What circle of hell will supply chains and logistics be in?
By Tom Craig
Social•Feb 22, 2026
Trump’s Escalating Tariffs Threaten UK and Global Supply Chains
Is the UK the biggest loser after Trump’s tariffs are struck down? He will not stop at 15% he announced. That is only good for 150 days. Smoot-Hawley and up to 50% tariff seems more to his liking. Can Trump...
By Tom Craig
Social•Feb 22, 2026
Japanese Life Insurers Face $86B Bond Losses
⚠️WHAT IS HAPPENING IN JAPAN? The 4 largest Japanese life insurers, Nippon Life, Dai-ichi Life, Sumitomo Life, and Meiji Yasuda, had a combined ¥13.2 trillion ($86 billion) in unrealized losses on government bonds at the end of 2025. Losses have risen over...
By Global Markets Investor (newsletter author)
Social•Feb 22, 2026
AI Not Needed to Prevent US Bankruptcy, Model Shows
Early invite to my network, as I am going live in an hour to debunk what Elon Musk says: The U.S. is 1000% heading for bankruptcy without AI. I ran the model. Then I ran it again with correct accounting. The doom loop...
By Dr. Steve Keen
Social•Feb 22, 2026
Clarity of Vision Beats Labels in Startup Investing
I had the privilege of moderating a panel with a Midas List VC a few months back. One insight she shared has changed my view on investing. She said the number one thing she looks for is clarity of vision. That sounds...
By Nicole DeTommaso
Social•Feb 22, 2026
Cofounders: Essential Support When Starting a Company
Starting a company is extremely challenging. That’s why I like having cofounders. Someone is always there to pick you up when you’re down.
By Darren Marble
Social•Feb 22, 2026
Typeless AI Writes Polished Text 4× Faster than Typing
RIP keyboard. Typeless just killed the keyboard. It turns your words into polished messages, emails, and documents that read like you carefully typed them in real time. 4x faster than typing. Here's how with real examples: https://t.co/g5jm1WJQTV
By Hasan Toor
Social•Feb 22, 2026
Xi Holds the Leverage as Trump’s Tariff Threats Backfire
When it comes to Trump's tariff threats on China, it's clear that chairman Xi holds all the cards. TRUMP’S TARIFFS = BACKFIRE. https://t.co/ACGdxKxjr0
By Steve Hanke
Social•Feb 22, 2026
Foresite Capital’s Key Criteria for Investing in Biotech Startups
22February: What does @ForesiteCapital look for in the therapeutics and instrument startups in which it invests? Read founder & CEO @JTananbaum MD's response + more insights from him and the firm's Michael Rome PhD in my latest Q&A interview for...
By Alex Philippidis
Social•Feb 22, 2026
Mexico's 0.8% Growth Lags US, Marks EM Failure
In 2024 and 2025, Mexico grew at an annualized pace of 0.8%, even as the US grew at an annualized pace of 2.3% in those two years. Mexico's growth stagnation, which - outside of COVID - has now lasted since...
By Robin Brooks
Social•Feb 22, 2026
Good Process Alone Isn’t Enough for HR Transformation Success
To Lead a Successful #HRTransformation, A Good Process is Not Enough #OnlineEvent #Webinar @Gartner_inc https://t.co/BgCskZSeif #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 22, 2026
Warner Must Remain Independent to Prevent Illegal Consolidation
This question by @MarkRuffalo is critical. Right now there's an attempt to force people to pick either Paramount or Netflix as the right acquirer, but both are wrong answers. An acquisition by either firm would consolidate the market and is...
By Matt Stoller
Social•Feb 22, 2026
Erdogan's 2021 Governor Dismissal Triggers Endless Lira Decline
The last truly independent central bank Governor in Turkey was fired in March 2021. That sent the Lira into a devaluation spiral from which it's never recovered. It doesn't matter who the economic team is now. If Erdogan did this...
By Robin Brooks
Social•Feb 22, 2026
Solved OpenClaw‑Google Chat Integration After Hours of Debugging
After spending about 10 hours and $200 debugging how to connect my openclaw to Google Chat, so it could communicate with my team, we finally found the fix Sharing the solution below in a format you can give to your openclaw...
By Tiago Forte
Social•Feb 22, 2026
Argentina's Dollar Peg Has Never Delivered Stability
For as long as I can remember, Argentina has tried to become credible and stable by pegging the Peso to the Dollar. The success rate of this strategy - in all the years it's been tried - is exactly ZERO....
By Robin Brooks
Social•Feb 22, 2026
Software Engineering Lives Beyond Code: Architecture Drives Business
They were right about software engineering being dead. Just not in the way people think. Software isn’t code. It’s architecture, tradeoffs, and understanding the customer well enough to know what not to build, and connecting technical decisions to real business outcomes. That isn't dead...
By Matt Watson
Social•Feb 22, 2026
AI Agents Prompt Search for Finance's True North Star
[Sunday Muses] Agentic Banking is upon us. But where is Finance going? As AI agents begin to act autonomously inside financial systems, Dave & Dharm are poking us to Demystify Finance by asking the question: What is Finance's true North...
By Efi Pylarinou
Social•Feb 22, 2026
Protected Time Turns Goals From Accidental to Inevitable
Your goals don’t need more motivation. They need protected time. When your week is designed around what matters, progress stops feeling accidental and starts feeling inevitable. If you’re ready to build that structure, this is your moment. Enrol now and design your time with...
By Carl Pullein
Social•Feb 22, 2026
Federal Reserve Born From Private Politicians' Secret Meeting
The Creature from Jekyll Island is a must read book. It helps you understand the creation of the federal reserve banking system in the states. The truth is that, The U.S. central banking system was conceived in private by a...
By Talk Cents
Social•Feb 22, 2026
Seeking Laravel Spark Billing Extensions and Migration Options
Question for the @laravelphp Spark users out there, ideally the Paddle version: how have you extended billing for things like credits/optional subscriptions/one-time-payments? Anything more comprehensive out there? Is there a migration path?
By Arvid Kahl
Social•Feb 22, 2026
Economists Hide Real Risks of U.S. Bond Dumping
Everyone's worried about foreign countries dumping U.S. bonds, but here's what mainstream economists won't tell you about government finances. The link to the complete presentation is in the comments.
By Dr. Steve Keen
Social•Feb 22, 2026
Unusual Retention Curve Mirrors the Hype Cycle
Does a hype cycle have a retention curve that looks like this? Literally never seen a retention cohort graph like this https://t.co/BwMCDv7eIY
By Garry Tan
Social•Feb 22, 2026
Discussing Economic Outlook Live on Face the Nation
Live from 10:30 ET: I’ll be speaking with Margaret Brennan on @FaceTheNation @CBSNews. We’ll discuss the economic outlook and other topics. If you are in the US, follow the interview https://t.co/6JMj9WbdTi https://t.co/1uPSzrclkX
By Christine Lagarde
Social•Feb 22, 2026
Show $50K MRR, VCs Will Chase You
Entrepreneurs: NEVER beg a VC for a check, it tickles their ego and rewards disrespect. Grow to $50K MRR, watch them come begging.
By Sherrard Harrington
Social•Feb 22, 2026
All‑In Effort Turns Failure Into Success
I failed for 6 years straight before anything worked. I was living with my parents, had $0 in my bank account multiple times, and just wondered if I was smart enough to become rich. For me winning stopped being about money,...
By Davie Fogarty
Social•Feb 22, 2026
AI Job Apocalypse: Myth or Emerging Reality?
Is the AI Job Apocalypse Real — Or Overhyped? Will AI really lead to massive job losses — or is the idea of an “AI job apocalypse” exaggerated? This article explores the evidence and what it means for workers. Read...
By Bernard Marr
Social•Feb 22, 2026
Build an AI‑native Version Before Competitors Outrun You
Right now, founders have two choices. One, they can pretend like they're living under a rock with their product, even if they have strong product-market fit right now. Or two, they can realize that product-market fit evolves faster than ever...
By Wes Bush
Social•Feb 22, 2026
Tariff Uncertainty Clouds Supply Chains After Court Ruling
What comes after the Supreme Court’s striking down Trump’s tariffs and his using Section 122 surcharges expire after 150 days? And the trade deals with tariffs that exceed 15%? It is all curiouser and curiouser for supply chains. And logistics?
By Tom Craig
Social•Feb 22, 2026
Leaders Must Blend Acceptance with Accountability for Performance
#TimTalk - How do leaders balance acceptance with accountability and performance? with Mau Espinosa https://t.co/l8JyxhLE7I via @DLAIgnite #SocialSelling #DigitalSelling #Sales #Leadership #Culture #Motivation #Marketing #Success #Entrepreneur #Management https://t.co/j41Z3fekyv
By Tim Hughes
Social•Feb 22, 2026
Google Shifts to Continuous Core Updates, Boosting 2026 Volatility
I shared some thoughts yesterday about what we are seeing. Would be great if Google would provide some info... I feel like they are moving to continuous updating of systems (which would align with what they said about 'more core...
By Glenn Gabe
Social•Feb 22, 2026
Rethink Supply Chains for Shifting US‑China Trade Landscape
Global trade trap. US tantrums. China bravado. How should your supply chain and its logistics change to adapt to a new trade?
By Tom Craig