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 prices (401k)
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
Social•Feb 18, 2026
Zoho Debuts ERP Targeting Manufacturing, Retail, Distribution, Non‑Profit
It’s official: @Zoho launches Zoho ERP. Zoho is stepping into a quickly evolving space focusing on four verticals: manufacturing, retail, distribution and non-profit. #cio #erp #zohoday26 https://t.co/ZHXSetWIbM
By Tim Crawford
Social•Feb 18, 2026
Zoho Accelerates Growth After Year of Deliberate Expansion
The amount of growth by @Zoho over the past year is incredible. Historically, Zoho has been very deliberate and measured with their expansion. The past year, they hit the gas...big time. #CIO #ERP #ZohoDay26
By Tim Crawford
Social•Feb 18, 2026
Global Growth Slows, Rates Sticky; Shorten Treasury Duration
Macro: global growth slows; rates remain sticky. Key factors: US CPI, China demand, energy. Risks: policy missteps, inflation shocks. Trade: shorten duration in US Treasuries. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 18, 2026
Growth Hack 2026: Let AI Agents Recommend You
the best growth hack in 2026 will be to build something so good that AI agents recommend it to users Not word of mouth… word of agent
By Andrew Chen
Social•Feb 18, 2026
Lockheed CEO Rules
Lockheed CEO Taiclet says LMT never considered spinning off part of biz to allow for direct DoD ownership stake: L3Harris "didn't have, I guess, apparently, the resource to manage the scaling themselves." If regulators had allowed LMT to buy Aerojet "we...
By Valerie Insinna
Social•Feb 18, 2026
Dalio Predicts US Will Print Money, Devalue Currency
Ray Dalio, founder of the world's LARGEST hedge fund, on the national debt: "When countries essentially go broke, what they do is... print money, devalue the currency, and create an artificially low interest rate...that is the way the [US] will do...
By Steve Hanke
Social•Feb 18, 2026
Lagarde’s Early Exit Fuels Concerns over ECB Politicization
The ECB should be apolitical. But now President Lagarde says she’s leaving early. According to people “familiar with her thinking,” this is so Macron can pick her successor before the French Presidential election in April 2027. Not very apolitical at...
By Robin Brooks
Social•Feb 18, 2026
Hawks Push Back, Hint at Two‑Sided Policy Language
FOMC minutes suggest that the hawks pushed back. "Several would support two-sided language" about policy direction and "several" noted that if inflation remains high, rate hikes might be necessary.
By Kathy Jones
Social•Feb 18, 2026
USD/CAD Nears Yearly High, Breakout Risk Rises
Canadian Dollar Forecast: USD/CAD Advances Toward Yearly Open – Breakout Risk Builds https://t.co/LswuuI4iVW $USDCAD Weekly Chart https://t.co/AfSOwTDtR3
By Michael Boutros
Social•Feb 18, 2026
Data Centers Drive Growth as Fed Shows Internal Split
Today’s burst of economic data showed an economy still powered by the boom in data centers with some broader increases in vehicle orders (Dec) and production (Jan). Housing starts popped in December and were revised higher for November. Good...
By Diane Swonk
Social•Feb 18, 2026
SVIX Looks Bad on 15‑minute Chart; Do Your Own Analysis
This thing does not look well (SVIX on 15 minutes). Do your own work. https://t.co/81j1h6AyOe
By Jim Carroll
Social•Feb 18, 2026
Two Red Flags Mean It's Not a Real Prospect
Founders: Sales discovery qualification checklist: 🚩 Can't quantify problem cost 🚩 Unclear who signs the contract 🚩 No budget history for similar tools 🚩 No compelling event driving action 🚩 Refuses to discuss investment level Two red flags means they're not a real prospect.
By Pete Kazanjy
Social•Feb 18, 2026
ETF Inflows Double Historic Pace in First Six Weeks
Here's ETF flows for the first six weeks of the year historically. This year is off to the best start almost by double. One reason is growing depth of cash vacuum cleaners. VOO, SPYM hoovering as always but there's already...
By Eric Balchunas
Social•Feb 18, 2026
GRC Tools Need Business‑focused Risk, Not Spreadsheet Tickets
There are a lot of new entrants coming into the GRC market right now, which tells you something interesting is happening. But most of what I see still feels like workflow layered on top of spreadsheets. Executives do not need more...
By Sean D. Mack
Social•Feb 18, 2026
AI Startup Nets $11B Valuation Tackling Boring Tech Issue
This AI startup is valued at $11B for solving one of the most boring problems in tech.....
By Ryan Allis
Social•Feb 18, 2026
FOMC Minutes Reveal Split Views: Cut, Hold, or Hike
Key paragraph of the FOMC minutes from January. (I am honestly a bit confused by the 'minutes math.') The main takeaway is that there is considerable disagreement. Cut, hold, and (even possibly) hike all got a nod. https://t.co/eV9ldjldl1 https://t.co/K53g1yqKJ8
By Claudia Sahm
Social•Feb 18, 2026
Lennar’s 13F Reveals 18.5M Opendoor
A note re: $OPEN and $Lennar --- if you back it out, Lennar held 18.5M shares of Opendoor at end of its Q3. The 13F likely indicates either they had some anti-dilution protections or participated in debt-for-equity swap, and that’s why...
By Luke Kawa
Social•Feb 18, 2026
Ads Work; Doubting Them Reveals a Skill Gap
So many people say “ads don’t work; write content.” All of my companies for 22 years grew with ads 𝘧𝘪𝘳𝘴𝘵 and forever. Ads won't be effective for 𝘢𝘭𝘭 companies, but "I've never seen it work" is an admission of lack of...
By Jason Cohen
Social•Feb 18, 2026
50+ Enterprise AI Agents Every CIO Should Know
RT If AI agents are on your 2026 roadmap, this definitive guide to 50+ enterprise agents (what they do, where they fit) is a must‑read for CIOs and CDOs. #AI #CIO @Star_CIO https://t.co/jLE8sizbgZ
By Isaac Sacolick
Social•Feb 18, 2026
Camp Hustle Blends Pitches, Niche Investing, and Wellness
What are we doing at Camp Hustle? What to expect? • An angel track with a live deal review • A VC track with a pitch clinic • A Shark Tank-style pitch event • Niche breakouts covering super specific niche investment topics • Wellness activities...
By Elizabeth Yin
Social•Feb 18, 2026
AI’s $10B Future Lies in Boring Legal Automation
This AI startup just hit an $11B valuation by solving one of the most boring problems in tech.... Harvey is reportedly raising $200M and has reached: - $190M in ARR - 1,000 customers - 100,000 lawyers on the platform So...
By Ryan Allis
Social•Feb 18, 2026
FOMC Minutes Show Market‑Aligned Outlook, Fragile Jobs, Slowing Inflation
Few FOMC minutes takeaways: 1) Cmte basically in line with markets on major economic variables 2) Labor markets no longer outright weakening but remain fragile 3) Inflation decelerating as tariff passthru done, housing has downside (a misread on bad CPI method in Oct?) 1/...
By Guy LeBas
Social•Feb 18, 2026
Tariffs Fail: US Down to Five Aluminum Smelters
"U.S. import tariffs haven't been enough to stop the United States losing another aluminium smelter, leaving the country with just five primary metal production plants." 😲 https://t.co/T5U4nxglb0 https://t.co/EOQY3OwzE6
By Scott Lincicome
Social•Feb 18, 2026
March 2Y Futures Expected Heavy Amid Nasty Roll
Great reminder futures rolls (H25 to M26) are upon us. Bottomline March 2y futs should be heavy. Roll is nasty at -4.5 which should add to the flattening pressure along with front-end auctions next week.
By Ed Bradford
Social•Feb 18, 2026
AI Productivity Tricks Don’t Scale to Real Team Workflows
Most AI productivity hacks you see on LinkedIn don't work. They work for one person, on their own laptop, with no one else involved. That's not your reality. Your reality is shared Google Docs with 14 contributors. Confluence pages that...
By Ed Biden
Social•Feb 18, 2026
Fed Minutes Reveal Larger Faction Demanding Higher Cut Threshold
Minutes from the Fed's Jan. 27-28 meeting laid bare a lingering divide over where to set the bar for further rate cuts. In Fed speak, "some" is larger than "several" which means the group of "some" officials that includes those with...
By Nick Timiraos
Social•Feb 18, 2026
One Quirky Prop Turned a Bland Shirt Ad Into Bestseller
Every shirt ad looked the same. One prop changed everything. In 1951, Hathaway was a small shirt company from Maine that most people had never heard of. They had a $30,000 ad budget, a fraction of what their competitors were spending,...
By Chase Dimond
Social•Feb 18, 2026
World Order Collapses: Entering Stage 6 of Global Disorder
It’s official: The current world order has broken down. In my parlance, we are in the Stage 6 part of the Big Cycle in which there is great disorder arising from being in a period in which there are no rules,...
By Ray Dalio
Social•Feb 18, 2026
AI Workflow Replaces WhaleWisdom for Fund Portfolio Tracking
With 13Fs for Q4 out, retweeting this AI workflow (which I quite like). I will be building a stack of a couple dozen funds I follow to get a quick look at their portfolios: new additions, size ups/downs and portfolio...
By Brett Caughran
Social•Feb 18, 2026
Fix the Math Before Scaling Your Business
Most businesses struggle for one reason: you ignore the math. If you close 80% of sales calls, you are underpriced. If your LTV to CAC is below 3:1 with humans involved, your model breaks at scale. If you wait more than 60 seconds...
By Ask Dr. Brown
Social•Feb 18, 2026
Stand Out by Thinking Differently, Not Just Being Expert
People don't become known for their expertise They become known for how they *think differently* about their area of expertise Recognition follows a distinct, ownable idea (not volume, not credentials, not even quality of work) If your thinking sounds like everyone else's in...
By Katelyn Bourgoin
Social•Feb 18, 2026
Portfolio Thrives on Chaos, Not Just Individual Edges
One more tweet as I've been procrastinating this am. This short exchange actually captures a lot of how I think about a portfolio when you roll it up to a high level. Trading your little edges but the portfolio wants...
By Kris Abdelmessih
Social•Feb 18, 2026
Too Much Experience Can Cost You the Job
Storytime: I went on an interview for a leadership role I was genuinely excited about. The hiring manager shared that the position had four direct reports in the U.S. I told her that was great and mentioned that I currently...
By Ajeia (HR Tech/HRIS)
Social•Feb 18, 2026
Mania Depression: Elites Stagnate, Borrowers Slip Further
FWIW - The sentiment data suggests its not a "boomcession" we're experiencing but a "maniapression." Those at the top can't put enough into the markets, while those at the bottom fall further and further behind on their loans.
By Peter Atwater
Social•Feb 18, 2026
Building a CIO Office to Impact 1,200 Families
My favorite part of my job is working with C-suite officers. Right now, I’m helping build the Office of a CIO ahead of a corporate split. Day 1, she inherits a brand-new company. We meet daily and work through org design, capital allocation,...
By Niklos Alexander
Social•Feb 18, 2026
NYC Deficit Sparks Mayor's Risky Corporate and Property Tax Plan
New York City faces a fiscal crisis –– a $5.4B budget deficit. Mayor Mamdani’s plan: tax the most profitable corporations or INCREASE PROPERTY TAXES FOR THE FIRST TIME IN DECADES. MAMDANI’S PLAN = A PLAN TO KILL NEW YORK’S ECONOMY. https://t.co/HKJXzJh4Cu
By Steve Hanke
Social•Feb 18, 2026
Putin Sees Prolonged War as Leverage, Feels Victorious
“President Vladimir V. Putin believes he is winning, military and intelligence officials from several Western countries said in recent days. And he is convinced that even if it takes 18 months to two years to complete his hold on the...
By Rob Lee
Social•Feb 18, 2026
Customer Obsession Turned $6M Into $5B
Coach went from $6M to $5B because Lew Frankfort focused on one thing: Customer obsession. Function. Difference. Emotion. That’s brand power. #Branding #Leadership https://t.co/dSE0pXRsTs
By Kaihan Krippendorff
Social•Feb 18, 2026
TSLA $365 Drop Represents 1‑
Using a 40% vol for TSLA, the stock dropping to $365 by March expiry is about a 1 st dev move. If normal distrubution the fair odds for that are 5-1. The 370-365 ps offers 5.7-1 It's not a rec...
By Kris Abdelmessih
Social•Feb 18, 2026
US Investors Turn Bearish on France as Macron Exits
US investors are gloomy on France as Macron era approaches its end https://t.co/a4q0NEuH3I via @WHorobin https://t.co/vhSuc9Ovr6
By Zöe Schneeweiss
Social•Feb 18, 2026
Topicus Mirrors 2015 Constellation Software Valuation
At the current market cap, Topicus is effectively a “2015-vintage” version of Constellation Software $CSU $TOI $TOI.V
By Rene Sellmann