Social•Feb 19, 2026
Copper Prices Jump 44% Year‑Over‑Year
Copper prices have surged to an average of $13,012/mt in January 2026 from $8,991/mt a year ago. That's a WHOPPING 44% INCREASE. BUY COPPER, WEAR DIAMONDS. https://t.co/FIhvIikhjQ
By Steve Hanke
Social•Feb 19, 2026
CIOs Must Choose Cloud Strategy and Rebuild Capabilities
#CIOChat Q4: Endgame: Is the future cloud-first, cloud-smart, or cloud-selective? What does your next-gen operating model look like across on-prem, edge, sovereign cloud, hyperscale? What strategic capability must CIOs rebuild, refactor, or pay down tech debt to make it work? https://t.co/eKYQWD41ZW
By Dion Hinchcliffe
Social•Feb 19, 2026
Sovereign Stacks: Balancing Scale, Regulation, and Control
#CIOChat Q3: Data residency, sovereignty mandates, and geopolitical risk are rapidly reshaping architectural decisions right now. Are we entering a “sovereign stack” era? How are you balancing hyperscaler scale with regulatory exposure and enterprise control? https://t.co/VK5lLC7gA0
By Dion Hinchcliffe
Social•Feb 19, 2026
Midsize U.S. Firms See Tariffs Triple, Squeeze Cash
Tariffs paid by midsize US companies tripled last year, a JPMorganChase Institute study shows. Pass the cost on. Layoff employees. And/or take profit hit. Cash squeeze to pay duties and invoices. https://t.co/iPsMW2h5iP
By Tom Craig
Social•Feb 19, 2026
Coopetition: Partner with Rivals to Grow the Pie
Helping competitors sounds wrong. Many businesses guard every move, yet rivals who share leads, split costs, and collaborate often win more deals. Coopetition drives shared R&D, opens new markets, and creates referrals when demand spikes. You keep your edge while growing the pie. Who...
By Ask Dr. Brown
Social•Feb 19, 2026
Small‑cap Outlook Dim Amid Credit Crunch, AI Slowdown
Asking for a friend how small caps are going to perform after everyone piled in long behind the economic reacceleration trade while private credit implodes, the AI capex buffer declines and the Fed remains on hold...
By Quinn Thompson
Social•Feb 19, 2026
US Strike Risk Adds Premium to Oil Market
Expectations of a possible US strike on Iran—currently oscillating between wait-and-see and watchful anticipation—have introduced a risk premium into an otherwise well-supplied oil market. My talk w/ @KellyCNBC @CNBCTheExchange https://t.co/XwyD5XmiRg
By Daniel Yergin
Social•Feb 19, 2026
CIOs Reevaluate Cloud‑First Doctrine Amid Rising Risks
#CIOChat Q1: For a decade, “cloud-first” was treated as doctrine. With the “public” prefix unsaid. Are CIOs now quietly reassessing that orthodoxy? What signals (cost volatility, lock-in, latency, resilience, or control) made you question assumptions we once considered settled? https://t.co/Eecmzn4rTh
By Dion Hinchcliffe
Social•Feb 19, 2026
IMF Must Incorporate Lagged RMB in China Surplus Forecasts
A very important point The IMF needs a new methodology for forecasting China's external surplus, one that explicitly includes the RMB (with lags)
By Brad Setser
Social•Feb 19, 2026
China's December Short‑term US Deposits Signal Backdoor Intervention
The China story in the TIC data isn't the slide in China's long-term holdings in US custodians -- it is the rise in China's bills and short-term deposits in December. That hints that some of the December surge in...
By Brad Setser
Social•Feb 19, 2026
Trump’s Iran Deal Risks Mirror Obama, Favor Equity Shorts
Trump is going to have some explaining to do if he goes through all of this commotion and expensive military build up only to walk away with a deal not too dissimilar from Obama's. Oil is up over 6% since...
By Quinn Thompson
Social•Feb 19, 2026
Spend at Your Marginal Frontier, Not Just More
Your CFO wants more efficiency. Your CMO wants more volume. They're both right. And both wrong. The real question isn't "what should our target be?" It's "where are we at on our marginal frontier?" Spending power = the amount you can increase spend before...
By Taylor Holiday
Social•Feb 19, 2026
Simplify Offer, Get Free 10k Leads, 5x Demos
These 3 changes to our cold email copy 5x’d demos booked last week. OLD VERSION: Subj: $18 per lead is a lot Body: You’re paying ~$18 per lead or more on Meta right now. And, some more if they don’t convert for the first...
By Adam Robinson
Social•Feb 19, 2026
Build a Lead Engine Beyond Social Media Dependence
The 2 long-term investments I'd be making if I sell services to ensure I build something sturdy, especially given the current moment: 1. Building a business that isn't reliant on social media (or even SEO/AEO) for lead-gen. Yes, some business models depend...
By Jay Acunzo
Social•Feb 19, 2026
December Goods Deficit Rebounds to Fall‑2024 Levels
December goods deficit (ex oil) was back where it was in the fall of 2024, which seems like a fair read -- the October dip as a one off tied to reversing pharma front running a feared tariff and a...
By Brad Setser
Social•Feb 19, 2026
FTSE100 Hits Record Highs Amid Earnings and Rate‑Cut Hopes
Another great discussion with @MrMBrown where we look at more record highs for the FTSE100, against a backdrop of decent earnings, and the prospect of a March rate cut from the BOE https://t.co/1QJd0kOMS5 via @PepperstoneFX @GoodMoneyGuide
By Michael Hewson
Social•Feb 19, 2026
Democrats Question Ellison Over Trump Ties in Warner Deal
Senate Democrats Demand Answers From David Ellison About Paramount Skydance’s Dealings With Trump in Warner Bros. Takeover Bid, Accuse CEO of ‘Pattern of Evasion’ https://t.co/jeeblW2lVw via @variety
By Todd Spangler
Social•Feb 19, 2026
Bank Relevance Demands Challenger Mindset, Not Just Tech
No amount of technology or marketing will make a bank relevant without a challenger mindset. Culture determines whether innovation ever reaches the customer. We discuss this with @EFulwiler, CEO of Rival. Watch the full episode: https://t.co/Y31f7tnfQ6 https://t.co/hmRJoRouya
By Jim Marous
Social•Feb 19, 2026
Minor Rate Shift Not Truly Hawkish
in what world could revising up your dot which is ~100bps below OIS to ~50bps below OIS be considered “turning hawkish”?
By Luke Kawa
Social•Feb 19, 2026
Soft CPI at 2.4% Signals Declining Inflation Trend
Last week’s CPI report came in soft at 2.4%, which was understandably well received by the bond market. The Truflation index, which has plummeted to a 0.7% year-over-year rate of change, hinted at a softer turn for the CPI. https://t.co/ZsIPypfaNW
By Jurrien Timmer
Social•Feb 19, 2026
Outthink Disruption: Leaders Build Tomorrow's Innovations
I’m excited to keynote at @xRedThreadx on March 14, 2PM at the LINE Hotel. I’ll share how leaders can outthink disruption—and build what’s next. Looking forward to connecting with fellow Outthinkers and innovators. #RedThreadX #Innovation #Strategy #Leadership #Outthinker https://t.co/FwYxqch81L
By Kaihan Krippendorff
Social•Feb 19, 2026
Global Founders Discuss Lean Startup, AI, Lasting Impact
Great conversation with @MattWilkerson and @Extern community on Lean Startup, AI, and long-term thinking in building companies that last. Always energizing to see a global audience of young founders, Seoul to US to Italy. Appreciate the thoughtful questions about Incorruptible....
By Eric Ries
Social•Feb 19, 2026
Neobank Middle Class Repriced: Acquisitions Turn Users Into Infrastructure
Two massive neobank acquisitions just happened. Stash sold to Grab for $425M (below its $747M raised) and Step got acquired by MrBeast. The neobank middle class is getting repriced: if you can't hit escape velocity, you become infrastructure for someone else's...
By Lex Sokolin
Social•Feb 19, 2026
EUR/USD Tests Yearly Open Support, Decision Ahead
Euro Short-term Outlook: EUR/USD Slides into Yearly Open Support – Decision Time https://t.co/SHnGwyQMrX $EURUSD Daily & 240min Charts https://t.co/2Uu9a1yink
By Michael Boutros
Social•Feb 19, 2026
From Software to Robots: Making Automation Affordable and Deployable
🎙️ Evan Beard is the co-founder and CEO of Standard Bots , building AI-trained industrial robot arms designed to automate real factory work, not demos: In this episode, Evan shares a founder path that started in software startups and Y Combinator...
By Ilir Aliu
Social•Feb 19, 2026
Walmart CEO: Tariffs Gone, Wages Drive Pricing
"If you refer to those Walmart earnings. The CEO saying that tariffs are no longer an issue when it comes to pricing, but rather wages and income…" https://t.co/0OABeT0az6 #federalreserve #powell #dimartinobooth #kevinwarsh #economy #schwab https://t.co/VX4my3zpe8
By Daniëlle DiMartino Booth
Social•Feb 19, 2026
Altesa Secures $75M for Lung Drug, Led by Ex‑Trump Official
Altesa, run by former Trump official, raises $75M for well-traveled lung drug https://t.co/bUx5dcvNJy by @gwendolynawu #biotech #startups
By Ben Fidler
Social•Feb 19, 2026
Hiring Process Demands Absurdly Many Manual Steps
company: upload your resume, re-enter everything manually, complete this 120-question personality test, record a fun 2-minute video about yourself, and provide 7 references applicant: https://t.co/OdaxWQ6T1p
By Adam Karpiak
Social•Feb 19, 2026
Invest in Productive Assets, Not Mere Appreciation
I wrote a short opinion piece in response to the idea that Buffett has been wrong about gold and Bitcoin. Buffett's core argument is that you should build a portfolio around "productive" cash flow generating assets. Don't buy land and...
By Cullen Roche
Social•Feb 19, 2026
Jobless Claims Stay Low, Equilibrium Unchanged
Jobless claims update: Another week of low initial claims and stable continuing claims, suggesting no change in the low-hire, low-fire equilibrium. https://t.co/umbJshwxL5
By Nick Timiraos
Social•Feb 19, 2026
Claude Code's Rise Shows Coding Is Nearly Solved
Claude Code launched just one year ago. Today it writes 4% of all GitHub commits, and DAU 2x'd last month alone. In my conversation with @bcherny, creator and head of Claude Code, we dig into: 🔸 Why he considers coding "largely solved" 🔸...
By Lenny Rachitsky
Social•Feb 19, 2026
Technical Founder‑Led Pre‑AI Software Firms Are Grossly Undervalued
Scaled pre-AI software companies led by technical founders that are still very engaged in the business are probably some of the most undervalued companies in the world right now
By Turner Novak
Social•Feb 19, 2026
From $4B Deal
He made $4B for his old firm and $900M for himself. Then sued to break a noncompete—and launched a hedge fund that gained 20% in year one.
By rich_toad
Social•Feb 19, 2026
30‑Year TIPS Auction Pressures Long‑End Breakevens
Long-end breakevens have been under pressure with a brand new 30y TIPS ($9B) up for auction later today. This will be it for the long end though. Rest of the month is front (2s) and belly (5s &...
By Ed Bradford
Social•Feb 19, 2026
Stillwell Pushes Buybacks, Director Nomination as LSBK Climbs
$LSBK has performed well over the 6 months since Stillwell filed a 13D (+22%) Stillwell (owns ~10%) is making his next move: nominating a director for the 2026 AGM and pushing for buybacks while the stock trades below TBV. He also warned...
By Dalius – Special Sits
Social•Feb 19, 2026
Miran Says Stronger Labor, Goods Inflation May Raise 2026 Dot
Stephen Miran, long viewed as the Fed’s arch dove, tells The Peg that firm labour data and a pickup in goods inflation could justify revising his 2026 dot higher. https://t.co/qevsjpOlwA
By Izabella Kaminska
Social•Feb 19, 2026
Wells Fargo Confirms No Hidden Incentives in $1.4B Loan Sale
Finian O'Shea of Wells Fargo just asked this question on this morning's $OBDC conference call and mgmt confirmed nothing behind the scenes, no bonus economics or shenanigans behind the $1.4bn private credit loan sale at par value to 4 institutional...
By Julian Klymochko
Social•Feb 19, 2026
YC Backs 20% of $5B+ Startups Since 2012
New @ThePeelPod with @GarryTan YC has invested in 20% of all startups worth $5B+ started since 2012. We talked for 83 minutes on the past, present, and future of YC. Thanks @numeral and @FlexSuperApp for sponsoring this one Timestamps: 0:05 Moving from Winnipeg to...
By Turner Novak
Social•Feb 19, 2026
Airbus Space Rebounds 16% Revenue, Eyes Merger
.@AirbusSpace, after annus horribilis in 2024, reports 16% increase in revenue and return to profitability in 2025. Parent @Airbus says preparations for space merger with @Thales_Alenia_S @LDO_Space continue. @defis_eu @esa @EutelsatGroup. https://t.co/hqR8FTeOcS https://t.co/R22dQJ3mJk
By Peter B. de Selding
Social•Feb 19, 2026
Legalmiga Library Becomes Trusted Partner for Women Founders
Proud to share that The Legalmiga Library® is officially an Entreprenista Approved Partner. ✨ @entreprenistas supports ambitious women founders, and this recognition means our legal templates and resources are trusted to help real businesses protect what they’re building. The Library was created...
By Taylor M. Tieman (Legalmiga)
Social•Feb 19, 2026
Sunway‑IJM Merger Threatens Malaysia’s Construction Competition
Is Malaysia about to witness a construction monopoly? A "too big to fail" monopoly. 🏗️ The proposed Sunway-IJM merger is under fire for its potential to stifle competition and inflate costs. Here is the 5-point TL;DR on why this deal needs a rethink. 🧵👇
By David Chuah
Social•Feb 19, 2026
Turn Weekly Annoyances Into Profitable Product Ideas
The day you will stop asking “what should I build?” And start asking “what annoys me every week?” You’ll naturally find ideas people would actually pay for.
By Pauline Clavelloux
Social•Feb 19, 2026
Context Determines Whether Solo or Co‑Founding Wins
It is better to be single or attached? Well, do you mean in a toxic relationship or a loving supportive one? Context always matters. Now do this one: Is it better to be a single founder or a co-founder?
By Jason Cohen
Social•Feb 19, 2026
AI Productivity Gains Pave Way for Fed Rate Cut
The combination of decent economic data (see last week’s employment data) and the softer inflation report might be anecdotal evidence that the promise of an AI-driven productivity boom (which would lift the economy’s non-inflationary speed limit) is becoming a reality....
By Jurrien Timmer
Social•Feb 19, 2026
Earnings and Dividends Now Power Half of Market Gains
One positive aspect of the evolution of this market cycle has been how the market has become less reliant on multiple expansion. Earnings and dividends now comprise almost half of the cumulative gains since October 2022, with the P/E expansion...
By Jurrien Timmer
Social•Feb 19, 2026
German ECB Critics Exit Over Fiscal‑Support Shift
Only actions matter, not words. The actions: Germans who stand for separation of monetary and fiscal policies (Jens Weidmann, Axel Weber, Jürgen Starck) left the ECB due to its drift into fiscal support for high-debt countries. The ECB is losing...
By Robin Brooks
Social•Feb 19, 2026
Master SPV Terms: Build Trust & Clear Fee Communication
Chatting all things SPVs today with @JuliaGKrieger and the @sydecario team. Join us in a few hours as we discuss: - How LPs evaluate SPV terms - What builds trust (vs raises red flags) - How managers communicate fees clearly and credibly. -...
By Dave Sachse
Social•Feb 19, 2026
Bipartisan Push for 3% GDP Deficit Cap Gains Momentum
I Love and Endorse the Bipartisan 3 % of GDP Budget Deficit Solution In the House of Representatives there is now a bipartisan bill in the works to enact, and a growing agreement that we need, a 3% cap on the budget...
By Ray Dalio
Social•Feb 19, 2026
Your Brand Lives in the Final‑mile Delivery
Even if you obsess over sourcing and inventory turns, the people who deliver define your brand. Final-mile delivery is often the only human interaction customers see. If that sofa sits in the rain, nothing else matters: https://t.co/6dKPqYm7fN #FinalMileDelivery https://t.co/TTBSHQWArG
By Jim Tompkins
Social•Feb 19, 2026
Bears Outnumber Bulls as Jobless Claims Hit Year Low
More bears than bulls in the AAII poll, first time since the late November low. Also, initial jobless claims at the lowest level this year. Not the worst combo. https://t.co/eMyO6gjFm0
By Ryan Detrick