Social•Feb 19, 2026
Three Multinationals Generate Half of Ireland's 2024 Tax Revenue
Ireland’s corporation tax receipts have become increasingly concentrated with just three multinational companies accounting for almost half of all of the revenue stream in 2024, watchdog warns https://t.co/of9w2dPPpV via @livfletcher_ https://t.co/iNNIyP8iwQ
By Zöe Schneeweiss
Social•Feb 19, 2026
Fuel Subsidy Masks Real Service Cost Surge
1.6% is a statistical illusion for the urban middle class While headline inflation is stable, the "unprotected" service sector is aggressive: Personal Care & Misc. → 6.6% Education → 3.2% Cause→Effect: Subsidized fuel (-0.7%) masks the reality of rising service labor costs. If you...
By David Chuah
Social•Feb 19, 2026
India's 6.5% Growth Beats China, Fastest Major Economy
As the World Bank notes, India is the fastest-growing major economy. India's growth rate of 6.5% is even outpacing China's. https://t.co/3S7a6Z6LbT
By Steve Hanke
Social•Feb 19, 2026
Self‑funded Risk and Standards Built $100M Wellness Brand
She built a $100M wellness brand after doctors gave her codeine and no plan. Siff Haider and her husband launched Arrae in 2020 with two products, funded it with their wedding savings, and hit $1M in nine months without raising capital. They...
By Ask Dr. Brown
Social•Feb 19, 2026
Nikkei Rises; Buy Nikkei ETF Amid FX Risks
Nikkei +0.71%; real estate, banks, textiles led; VIX-Nikkei 27.89. Leaders: Yokohama Rubber, Omron. Risks: FX (USD/JPY 155.11), commodity shocks. Trade: buy Nikkei ETF. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 19, 2026
Expose All Product Surfaces to Empower Agentic Users
How well are you surfacing your product experiences to agents? Enjoying this Bengaluru Builder Day talk from @Swiggy's CTO that's looking at making all their surfaces available to agentic users. https://t.co/o6lDaMS5wd
By Richard Seroter
Social•Feb 19, 2026
Failed SaaS Projects Teach More Than Any Promotion
People ask me about those 8 SaaS products. "Did they all succeed?" No. • 3 made $0 • 2 made $1000/month • 1 hit $3k MRR then died • 2 are still growing But here's what nobody tells you: The "failed" ones taught me more than any promotion...
By Luca Restagno
Social•Feb 19, 2026
AI-Generated Deepfakes Threaten Authenticity in Hiring
#Deepfakes in the #talentpool: How #AI is reshaping hiring @HR_Exec https://t.co/fnus5j0LpD #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 19, 2026
India Drives South Asia's 6‑7% Growth; Rest Lags
According to the World Bank, South Asia growth stays near 6-7%. Strip out India, and the region slows sharply. India is the growth story. https://t.co/Q8e7g9b1j3
By Steve Hanke
Social•Feb 19, 2026
Tencent's Tiny Wildlight Stake Dwarfed by Massive Cash Flow
Tencent's free cash flow last quarter was US$13B, so the amount they invested in Wildlight is (probably) minuscule for them. They and competitor Netease are in plenty of other deals that are not made public, both in the West...
By Serkan Toto
Social•Feb 19, 2026
Air Astana Names Former Wizz Air Exec as FlyArystan President
Air Astana has appointed Johan Eidhagen as President of FlyArystan, effective March 1, 2026. Eidhagen joins from Wizz Air, where he most recently served as Managing Director of Wizz Air Abu Dhabi and previously held senior roles including Chief People &...
By Bilqis Bahari
Social•Feb 19, 2026
China Cuts US Treasury Holdings to Crisis Low
🚨Chinese officials had urged banks to limit purchases of US government bonds, and instructed those with high exposure to SELL their positions. Data shows China’s holdings of US Treasuries fell to $682.6 billion, the lowest since the Financial Crisis.👇 https://globalmarketsinvestor.beehiiv.com/p/is-the-us-dollar-gradually-losing-its-safe-haven-status
By Global Markets Investor (newsletter author)
Social•Feb 19, 2026
Find the Sweet Spot Between Overly Broad and Narrow ICP
One of the Goldilocks problems in B2B startups is defining who you are selling to. On one extreme is the entrepreneur that says "we sell to everyone." That could be every company, every role or both. The challenge is how do...
By Nick Mehta
Social•Feb 19, 2026
Indonesia Leads Malaysia in Palm Oil and Economic Growth
What do Indonesia and Malaysia have in common? They are the two biggest palm oil exporters in the world. Since 2008, Indonesia’s economy has outperformed Malaysia’s. https://t.co/mTUct95oZv
By Steve Hanke
Social•Feb 19, 2026
Rising Capex May Curb Buybacks, Pressure Valuations
With credit spreads low and profit margins seemingly on the rise, valuations seem OK at current levels. These two variables are important drivers for the equity risk premium, which is currently at 4.0% according to my version of the DCF...
By Jurrien Timmer
Social•Feb 19, 2026
Leadership Is Forged on the Shop Floor, Not in Classrooms
My MBA gave me tools; the shop floor gave me wisdom. 🛠️ Classrooms teach strategy. Real leadership? That’s forged in the world. Leadership happens when you: • Manage uncertainty without a case study. • Lead people who don’t speak in slides. • Decide with incomplete...
By Abraham Kah
Social•Feb 19, 2026
North Korea's Inflation Soars to 74.6%, World’s Third Highest
#NKWatch🇰🇵: Today, I measure North Korea’s inflation at 74.6%/yr — that’s the THIRD HIGHEST IN THE WORLD. Kim’s rockets fly, but inflation is what’s truly SKYROCKETING. https://t.co/EbYJ0oBnAW
By Steve Hanke
Social•Feb 19, 2026
Korea's Index Slides Below Historical Average After 150% Surge
It’s wild how Korea’s stock index is trading below its historical average following a nearly 150% price rally https://t.co/TyCTVuO5pW
By David Ingles
Social•Feb 19, 2026
Agent Identities Demand New Sandboxing and Access Controls
Agent identities is going to be a super fun and hard problem for software in the coming years. Most agentic systems today assume that the agent can do everything the user can do, and just operate as an extension of...
By Aaron Levie
Social•Feb 19, 2026
IMF: China's Export Growth Harms Its Trading Partners
The latest IMF analysis of China (The staff report/ Article IV) highlights that China's export driven growth has come at the expense of its trading partners. That is welcome, and very necessary message 1/many https://t.co/RTYAzRkFAv
By Brad Setser
Social•Feb 19, 2026
AI's Easy; Scaling Software 100x Faster Is the Real Hurdle
What people seem to be struggling with the most is not the truly novel parts of building with AI, it's the table stakes. It's not the AI part that's so hard (turns out systems have never been wholly deterministic 😉), it's...
By Charity Majors
Social•Feb 19, 2026
Japan Deep‑Value Activism: Why Now Is the Time
It was great to join @alxlowen and Dale Gillham of @Wealthwithin in the studio in Melbourne recently to discuss Senjin Capital’s Japan-focused deep value shareholder activist investment strategy for the The ALx Report and Talking Wealth. Dale brings a wealth...
By Jamie Halse
Social•Feb 19, 2026
AI's Rapid Diffusion Outpaces Our Adaptation Capacity
AI is eating industries and jobs. For sure. But new ones will be created. However, we’ve never seen tech diffuse this rapidly. It’s the speed of digestion that we are struggling with the most. https://t.co/KApUVISD5g
By Daniel Newman
Social•Feb 19, 2026
AI Boosts HR Efficiency, Yet Demands Human Empathy
The Paradox of #AI in #HRStrategy: Efficiency, Empathy, and the Human Factor https://t.co/LiIGmm7GKI #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 19, 2026
Discomfort Shapes Cohesion and Filters True Commitment
We romanticize comfort and pathologize discomfort. Yet shared hardship is often the forge of cohesion. The point isn’t to chase suffering for its own sake—it’s to understand what it produces: clarity of intent, removal of trivialities, alignment under pressure. In...
By Fayaz King
Social•Feb 19, 2026
TLT Call Skew at 90th Percentile, Expect Shakeout
Yep- Skew on TLT (calls expensive to outs) like 1 month out is in the 90th%tile. Gonna get shaken out before yields go lower. Let’s talk about this tomorrow on @ForwardGuidance
By Tyler Neville
Social•Feb 19, 2026
Blue Owl Stops Redemptions, Highlighting Exit Liquidity Risk
BLUE OWL PERMANENTLY HALTS REDEMPTIONS AT PRIVATE CREDIT FUND AIMED AT RETAIL INVESTORS — FT Being long scarcity might lead to illiquidity, but being long illiquidity doesn’t necessarily mean you’re long scarcity You’re long exit liquidity
By Jeff Park
Social•Feb 19, 2026
90% of Govt Money Creation Neutralized by Bond Sales
I've been teaching this for decades, and now the data proves it: 90% of government money creation between 2000 and 2024 was cancelled out by secondary bond sales. The system we have actively destroys the money governments create. EconomicReform
By Dr. Steve Keen
Social•Feb 19, 2026
Blue Owl Stops Retail Fund Redemptions, Opts for Asset Sales
Blue Owl is permanently halting redemptions at its inaugural non traded private credit fund for retail investors as part of a plan to instead sell down assets over time. With @EricGPlatt https://t.co/GmiIAdaLVK
By Antoine Gara
Social•Feb 19, 2026
Korean Reforms Spark Value Ups, Awaiting IBKR Access
I initially thought the Korean reforms would be ineffective. But on the ground, I’m seeing many companies come up with highly positive value up plans. And valuations remain a fraction of those in Japan. Once IBKR opens access, the focus...
By Michael Fritzell
Social•Feb 19, 2026
Fed Minutes Omit 2% Inflation Target Date, Signaling Uncertainty
One more note on the Fed minutes: Sometimes it's interesting what they don't say. Last year at every meeting until December, the staff forecast called for inflation to return to 2% by 2027. In December, the forecast pushed this back to...
By Nick Timiraos
Social•Feb 19, 2026
Even Solid Funnels Can Yield Low‑quality Leads—Iterate
A test I ran flopped. The funnel was solid, the end outcome solid but the first part brought low quality leads. I swung the pendulum too far in my test and my hypothesis was wrong. Now reviewing the data and...
By Nomiki Petrolla
Social•Feb 19, 2026
Defensives Hit Dot‑Com Lows, Poised for Rally
Chart of the Week - Defensives With tech in trouble (+a number of macro risks lurking on the horizon), defensives are starting to look interesting… Defensives (i.e. an equal-weighted basket of: Utilities, Healthcare, Consumer Staples) are turning up vs the S&P500 —after...
By Callum Thomas
Social•Feb 19, 2026
SPAC Activity Slumps: 21 IPOs, Just One Deal
Month-to-date SPAC statistics: IPOs: 21 Definitive agreements: 1 As Jerry Seinfeld said, "That's not gonna be good for anybody."
By Julian Klymochko
Social•Feb 19, 2026
Update Governance Now or Drown in Agentic AI Chaos
Agentic AI is rising, but are your governance frameworks still stuck in 2023? Autonomous systems don't wait for committee approval. CIOs: lead the orchestration or get buried by the chaos. 🤖⚡️ Deep dive here: https://t.co/dJs86sTyRD #CXOtalk #AgenticAI #TechLeadership
By Tim Crawford
Social•Feb 19, 2026
Momentum.io Showcases Enterprise AI's True Work System
Congratulations to Santiago Suarez Ordoñez , Ashley Wilson , Moiz Virani , and the entire Momentum.io team. It’s been a privilege to support you on this journey. Momentum embodied several themes we consistently look for in native AI companies: -->...
By Mark Roberge
Social•Feb 18, 2026
Discover Your Founder Type with Vora IQ Quiz
Check out this FounderDNA quiz we created for our Vora IQ users. What type of founder are you? https://www.voraiq.com/quiz
By Man of Skillz
Social•Feb 18, 2026
Entrepreneurial Mindset Now Essential for Venture Capital Success
Thrive just announced a new $10B fund. “[early on] a very prominent endowment passed on Thrive because they thought I was too much of an entrepreneur.” — @JoshuaKushner via @patrick_oshag’s pod I’m biased but believe an entrepreneurial mindset is increasingly important in...
By Ryan Hoover
Social•Feb 18, 2026
Packed 24‑Hour Macro Calendar: Japan, US, China Data
The global macro docket for the next 24 hours of trade pics up. Japan has machinery orders, mfg activity survey, a 1-year and 20-year JGB auction, Jan CPI. Walmart and Alibaba report earnings. US and Canada trade balance. PBOC rate setting. Start...
By John Kicklighter
Social•Feb 18, 2026
US Vaccine Policy Shift Boosts MRNA Stock Appeal
Macro: US vaccine-policy swing heightens regulatory risk; FDA will review Moderna’s flu shot. Key: public dispute, amended filing; decision by Aug 5. Risk: political oversight. Trade: Buy MRNA. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 18, 2026
Income Gaps Fuel Migration Across CARICOM Nations
Stark differences in income drive migration within CARICOM (and these are official data). More at today's Chartbook Top Links: https://t.co/DaCnHTI3Wj
By Adam Tooze
Social•Feb 18, 2026
Tariffs Inflate Prices and Act Like Hidden Corporate Tax
A) Many studies have examined whether tariffs have been passed through to consumer prices, and they've found significant retail price increases B) Tariff burdens absorbed by US companies are an inefficient corporate tax, paid by Americans via lower wages or share...
By Scott Lincicome
Social•Feb 18, 2026
Two Red Flags? Move On From That Prospect
Founders: Prospect disqualification criteria: 🚩 Pain described in general terms only 🚩 Complex approval chain with no champion 🚩 First-time category purchase 🚩 'Someday' implementation timeframe 🚩 'We don't share that information' on budget If you see two flags, focus elsewhere.
By Pete Kazanjy
Social•Feb 18, 2026
Trump Unwittingly Shows Entrepreneurs the Physics of Progress
Trump accidentally demonstrated the exact framework I teach every entrepreneur. It's called the Physics of Progress. And most founders would rather stay stuck forever than actually use it.
By Tom Bilyeu
Social•Feb 18, 2026
Finalizing Top 100 Biotech VCs, Join 2026 Webinar
We're wrapping up the fact checking process for our annual Top 100 biotech VCs list and prepping for our companion webinar on VC investing in 2026. If this is a topic near and dear to your heart, be sure to...
By John Carroll
Social•Feb 18, 2026
Authenticity Wins: People Prefer Doing Business With Those They Like
Many (most?) people pick up on insincerity. Many (most?) people like to do business with people they like. So…
By Jason Cohen
Social•Feb 18, 2026
Debt-Based Money Ensures Perpetual Debt, Devalues Assets
Bc of the interest component & exponential function of a debt based monetary system, there is never enough money to pay off the debt. And bc debts are always paid (either by lender or borrower), if they didn’t debase the...
By Brent Johnson
Social•Feb 18, 2026
AI Won’t Replace SaaS: Key Misconceptions Clarified
When asking if AI will replace SaaS, here are some very key aspects to consider and questions to ask. I will have more to share, but there is a LOT of misunderstanding and assumptions being inserted into the public conversation that...
By Tim Crawford
Social•Feb 18, 2026
US Stock Premium at Risk as Tech Capex Rises
Although global markets have narrowed the gap with the US in recent weeks, US equities still trade at a roughly 40% valuation premium to the rest of the world. That premium could shrink further if big tech companies lose their...
By Holger Zschaepitz
Social•Feb 18, 2026
Ebay Sale Sparked Creation of Twitch and Cruise
From tomorrow's @ThePeelPod with @garrytan: A startup in the very first YC batch sold itself on Ebay. This got the attention of Kyle Vogt, who ended up joining them to start their next company, Twitch. Kyle then went on to then...
By Turner Novak