Social•Feb 17, 2026
Massive M&A Premiums: MASI, KW, ZIM Deals
Today's M&A notes $MASI to be acquired by $DHR for $180.00 cash, 38.3% premium, $9.9 billion $KW to be acquired by $FFH.to for $10.90 cash, 45.9% premium, $6.5 billion $ZIM to be acquired by $HLAGF for $35.00 cash, 125.8% premium, $4.2 billion https://t.co/ayupP5Rv2J
By Julian Klymochko
Social•Feb 17, 2026
New Projections Quiet Bond Vigilantes, Ease Debt Fears
New US deficit and growth projections ""suggest a quiet period ahead for bond vigilantes and others who hand-wring over the unsustainable nature of the US debt and the inevitable market revolt – the Godot for which they have waited impatiently...
By Lisa Abramowicz
Social•Feb 17, 2026
Defense Secretary Ousts Senior Adviser, Halts General Nomination
NEW: Defense Secretary Pete Hegseth has forced the ouster of a senior military adviser to Army Secretary Dan Driscoll, defense officials said, marking the Pentagon’s chief’s latest intervention into the service’s internal affairs amid long-simmering tension between two of the...
By Dan Lamothe
Social•Feb 17, 2026
AppLovin's 66% Growth, 77% Margin, Stock Still Falls
$APP Growing 66% With 77% Operating Margin — Yet Stock Is Down 42% YTD AppLovin delivered numbers most software companies can’t even model. Revenue up +66% YoY. Operating margin at 77%. And yet the stock is still down 42% YTD. Valuation argument? Forward P/S around 16x. Forward...
By Sergey CYW
Social•Feb 17, 2026
Eight Essential AI Agents Shaping HR by 2026
8 AI Agents Every HR Leader Needs to Know in 2026 AI agents are becoming essential in HR — here are eight that HR leaders should understand and consider by 2026. Read more 👉 https://lnkd.in/eck4Ey4x #AI #HRTech #FutureOfWork #BernardMarr
By Bernard Marr
Social•Feb 17, 2026
Dalio Warns CBDCs Erase Privacy, Enable Political Control
As @RayDalio, founder of the world's LARGEST hedge fund told @TuckerCarlson on central bank digital currencies: "There will be no privacy... all transactions will be known... and if you're politically disfavored, you could be shut off." https://t.co/3H4Lcz4ysb
By Steve Hanke
Social•Feb 17, 2026
Critical Days Ahead: Watch Core Risk Signals
NEW POST: - RISKS. - Core signals to watch. - Volatility and Contagion. “The next few days will be absolutely critical to monitor…” 🔗Link in profile. https://t.co/qgBEZWrB8Z
By MacroCharts
Social•Feb 17, 2026
CEOs Must Publish Transparent AI-Forward Memos
100% agree. This is why I’ve been pushing for organizations to publish AI-Forward CEO Memos that are honest and transparent. CEOs need to be more proactive in communicating the impact of AI, and make the next steps for employees more...
By Paul Roetzer
Social•Feb 17, 2026
US‑Iran Oil Talks Conclude Second Round, Third Round Pending
OIL MARKET: The 2nd round of US-Iran talks has concluded, and Iranian media says there would be a 3rd round of negotiations in the “near future” after both sides consult with their respective governments.
By Javier Blas
Social•Feb 17, 2026
Top 9 Future‑of‑Work Trends Shaping 2026
9 #FutureofWork Trends for 2026 @Gartner_inc https://t.co/HdHjM5oK4t #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 17, 2026
Market Awaiting Decisive Breakout: Support or Resistance?
📺 THIS MARKET NEEDS RESOLUTION The market is stuck in a range. Breakouts fail, breakdowns bounce, and both longs and shorts get frustrated. We need a decisive move that breaks the range and sticks. That could mean: 🔻 A clean break below support $QQQ...
By Scott Redler
Social•Feb 17, 2026
Rate Moves Aren’t Driven by Current Data, ADP Shows
Big mistake is assuming move in rates is about current economic data. Reaction to ADP a good example
By Ed Bradford
Social•Feb 17, 2026
Focus on Actions, Not Outcomes, for Lasting Progress
The Focus Most Get Wrong Don’t focus on what you want. Concentrate on what you do. Glance at the future. Concentrate on present action. Long-term goals are good for direction. Reject the seduction of results. Commit to daily rituals. https://t.co/JXkB2kNxzc https://t.co/SopVInPjlZ
By Dan Rockwell
Social•Feb 17, 2026
Enable Customers to Choose or Self‑Provision SuccessFactors IDs
Ask Customer which company ID they want for #SuccessFactors Systems or allow self-provisioning https://t.co/aIYNnyHglG >#SAP Customer Influence request.
By Luke Marson
Social•Feb 17, 2026
Iran and Russia Clash over China Oil Supply Rivalry
The oil ministers of Iran and Russia met today. Contrary to popular belief, Moscow and Tehran are now bitter rivals in the oil market as the size of the black market for crude shrinks. Both compete to supply China. (My earlier @Opinion...
By Javier Blas
Social•Feb 17, 2026
Turn Envy Into Curiosity: Study Success, Not Resentment
The older I get, the more I realize envy is just misdirected admiration. Instead of resenting what someone else built, default to curiosity. Study it. Ask what it required. Ask what sacrifices they made. Ask what it cost. If you’re...
By Sahil Bloom
Social•Feb 17, 2026
North Korean Won Plummets, Ranks Third Worst Globally
On this week's Hanke's #CurrencyWatchlist, the North Korean won ranks as the WORLD'S 3RD WORST currency. The won has depreciated by 41% against the USD over the past year. PLIGHT OF THE WON = ONE OF THE WORLD’S MOST UNREPORTED STORIES. https://t.co/7leiebPd5D
By Steve Hanke
Social•Feb 17, 2026
ECB Favors High-Debt Nations, Sidelining Low-Debt Germany
Low-debt countries like Germany are hopelessly outnumbered at the ECB. That's why ECB policy is inexorably drifting to help high-debt countries at the expense of low debt ones. So no surprise BuBa President Nagel supports Eurobonds. Going with the flow......
By Robin Brooks
Social•Feb 17, 2026
New DSR Highlights Debt‑Equity Promise for Hyperscalers
New DSR released to clients. Part 3 in the Hamburger Series - Hyperscalers. As a reminder the idea is that to get a hamburger today one needs to promise to repay (issue debt and equity) on tuesday. ...
By Andy Constan
Social•Feb 17, 2026
SMEs Must Expect Cyber Attacks, NCSC Warns
SMEs Wrong to Assume They Won’t Be Hit by Cyber-Attacks: NCSC Boss War - Infosecurity Magazine https://t.co/DjHx7581nV
By Chuck Brooks
Social•Feb 17, 2026
SatelliteVu Secures $40M Funding, $8M Preorders
Thermal imaging satellite builder @satellitevu raises GBP 30M ($40.9M) in funding led by @NATOinnovation @BritishBBank @SpaceFrontier #PrestoTechHorizons, bringing total equity raise to $80M. Co has booked pre orders of $8M for HotSat-2, to be launched this yr w/ HotSat 3....
By Peter B. de Selding
Social•Feb 17, 2026
UK Unemployment Surge Drives Sterling Lower Amid Pay Stagnation
UK Unemployment Rises and Private Pay Increases Slow to Five-Year Lows, Pulling Sterling Lower: The US dollar is mixed against the G10 currencies. A healthy reception to Japan’s five-year bond auction helped extend the rally in JGBs, and despite the…...
By Marc Chandler
Social•Feb 17, 2026
Global Bonds Yield Under 5%, Delivering ~2% Real Return
Almost 90% of global public bonds trade at a yield lower than 5%: Apollo's Torsten Slok. "With inflation at close to 3%, this means that investors in public fixed income only get a 2% real return each year." https://t.co/oCUWfCIGpn
By Lisa Abramowicz
Social•Feb 17, 2026
Netflix Flags $16B Paramount Cut Plan as Regulatory Red Flag
About Paramount's plans for deep cuts at a merged WBD-Paramount, Netflix said: "A business plan that is dependent upon $16 billion in cost savings should be an unmistakable red flag for regulators, policymakers, union leaders and creatives" https://t.co/PzRuPSChaP via @variety
By Todd Spangler
Social•Feb 17, 2026
Global Fiat Fears Boost Gold and USD Stablecoins
Wrong. Vast majority of gold buyers have been non Americans that are more worried that their own fiat currencies will lose value than they are about the USD losing value. And while foreign CBs purchased around $100B of gold...
By Brent Johnson
Social•Feb 17, 2026
Paramount Signals $31 per Share, Not Final
WBD says after Paramount submitted its Feb 10 amended offer, a “senior representative for PSKY” informed a WBD board member that if WBD OK'd M&A talks, Paramount “would agree to pay $31 per share and that the offer was not...
By Todd Spangler
Social•Feb 17, 2026
EU Resistance Threatens Effectiveness of New Russia Sanctions
EU countries’ resistance risks blunting latest Russia sanctions package https://t.co/ck1N8lGobr via @AlbertoNardelli @AfPalasciano @donatopmancini https://t.co/6LWNSkOoNN
By Zöe Schneeweiss
Social•Feb 17, 2026
Netflix Defends Deal, Calls Paramount's Antics a Distraction
Netflix statement re WBD talks with Paramount: "While we are confident that our transaction provides superior value and certainty, we recognize the ongoing distraction for WBD stockholders and the broader entertainment industry caused by PSKY's antics" https://t.co/PzRuPSChaP
By Todd Spangler
Social•Feb 17, 2026
Equal‑Weight S&P Outperforms Only Amid Major Market Shifts
Fascinating study from Bloomberg: S&P Equal Weight outperformance was extremely rare historically: 1999-2002 Dotcom 2009 Post GFC 2020-2021 Covid “Those cases accompanied major shifts in the market.” “Equal-weight S&P managed to maintain some outperformance 250 days later.” “The big question: whether this is the start of an...
By MacroCharts
Social•Feb 17, 2026
Weak UK Data, German Outlook Boost USD, Lift JPY
Disappointing UK jobs data and German ZEW expectations is helping the $USD extend its gains today. Robust reception to Japan's 5yr bond sales helped ignite JGB rally and lifted the $JPY. Softer US rates and heavier equities after US holiday....
By Marc Chandler
Social•Feb 17, 2026
38% Expect Warsh Chair to Push Yields Higher, Dollar Lower
"38% of FMS investors believe that, all else equal, the nomination of Kevin Warsh as the next Fed Chair will likely lead to higher US Treasury yields and a lower US dollar." - BofA Global Fund Manager Survey https://t.co/5m0L3ZjRg1
By Sam Ro
Social•Feb 17, 2026
Foreign Investment Steady, US Stocks Slightly Lagging
Balanced take from Bob. While the headline may be different than my "get out" thesis. The meat says the same. Flows suggest marginally weaker dollar and relative underperformance of U.S. stocks vs ROW. Don't panic out...
By Andy Constan
Social•Feb 17, 2026
CIOs Push CEOs to Cut Capex, Strengthen Balance Sheets
"capex too hot right now …CIOs telling CEOs to improve balance sheets (35% from 26%) vs. increase capex (20% from 34%) as FMS investors saying corps 'overinvesting' at new record high" - BofA Global Fund Manager Survey https://t.co/ciu0wy6GZP
By Sam Ro
Social•Feb 17, 2026
CHRO Pay Reveals Company’s Human Capital Priorities
What CHRO Compensation Tells Us About a Firm’s Human Capital Strategy https://t.co/2rNFtxtSkC #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 17, 2026
ITRK Acquires Drone Solar Inspector, Yields Improve
#ITRK bought Aerial PV Inspection GmbH which uses Drones to inspect Solar Panels. No financial details given. ShareScope showing fwd p/e 17.7 falling to 16.2 and fwd Divvy 3.6% rising to 4%; classy business and decent yield now. I don't...
By WheelieDealer
Social•Feb 17, 2026
Investors Urge CEOs to Curb Spending Amid Bullish Optimism
Wall Street is full of worried bulls. On one hand, investors are telling CEOs they're overinvesting. On the other, investors are feeling the best about the overall backdrop since June 2021, with "no landing" expectations at a record high: February...
By Lisa Abramowicz
Social•Feb 17, 2026
DEBS Targets £35m Raise, Cuts Costs, Prioritises Cash Flow
#DEBS to do a fundraise of around £35m at 20p a share. Reiterates it's previous financial guidance and expects a lot of cost to come out of the business. New focus on Cash Flow.
By WheelieDealer
Social•Feb 17, 2026
CSN Expands Into Luxembourg with €110m Acquisition, 7.5% Yield
#CSN buying Scottish Widows Europe SA in Luxembourg for total cash €110m. Adds 46,000 in-force policies and €1.7bn Assets Under Administration. Enables CSN to enter Luxembourg market. ShareScope showing fwd Dividend Yield 7.2% rising to 7.5%; still tasty.
By WheelieDealer
Social•Feb 17, 2026
Neoliberalism Crafts Rules to Shield Global Capitalism From Democracy
I just finished Quinn Slobodian's fascinating book on the parallel evolution of globalization and neoliberalism, with the former (according to the latter) requiring specific rules and institutions to "protect" global capitalism from democratic political pressures. While he focuses very heavily...
By Michael Pettis
Social•Feb 17, 2026
China’s $20T Paradox Defies Any Five‑year Plan
A short op on what’s going on under the hood in China’s $20 trn economic paradox with the 15th FYP due next month. No five-year plan will solve the paradox of China’s economy https://t.co/uCtAPYrW7A
By George Magnus
Social•Feb 17, 2026
When Leaders Feel Obligated, Teams Suffer
A lot of people take on leadership roles, not because they want to, but because someone told them they “should” or they “had to” to achieve success. They approach the role like a transaction, not a responsibility. Now there are teams...
By Julia Rock
Social•Feb 17, 2026
MrBeast Acquires Teen Bank to Teach Gen Z Finance
MrBeast bought a teen banking app with 7M users. His goal: teach Gen Z how to build credit, save, and invest. He says nobody taught him money skills—so he's building the tools he never had. This isn't about YouTube views. It's about owning...
By Ask Dr. Brown
Social•Feb 17, 2026
Closing the 2026 Confidence Gap Through Workforce Adaptation
The Great #WorkforceAdaptation: How to Bridge the 2026 Confidence Gap https://t.co/HrK66onclJ #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator #HR
By Dave Millner
Social•Feb 17, 2026
Build What People Want, Not What You Hope They Want
Are you building something people want… or something you hope they’ll want? Big difference. Which one are you doing right now?
By Rado (This.is.rado)
Social•Feb 17, 2026
AI Boosts Productivity but Amplifies Workload and Burnout
A provocative new Harvard Business Review article is challenging everything we thought we knew about #AI in the workplace. “AI Doesn’t Reduce Work—It Intensifies It” shares findings from an eight-month study that reveal a counterintuitive truth: instead of lightening workloads, AI...
By Terence Leung
Social•Feb 17, 2026
Monthly Subscriptions Beat One‑time Sales for Lasting Growth
I'm much more bullish on the indiehacker doing $2k MRR on $50 / mo subs, than I am on someone who did $10,000 sales of lifetime deals. Getting people to buy something on a "one time" basis has gotten easier, in...
By Jon Yongfook
Social•Feb 17, 2026
Western Alliance Myths Unveiled: From Plato to MAGA
Reässessing the “West” from John Winthrop to Marco Rubio: **From Plato to NATO to MAGA: Marco Rubio’s Myths & the Real "Western Alliance”** 2026-02-16 Mo
By J. Bradford DeLong
Social•Feb 17, 2026
Selling Software to 40‑50‑year‑olds Isn’t Always Appealing
It’s easier, yes, but not everyone wants to sell software into their 40s and 50s.
By Darren Marble
Social•Feb 17, 2026
Know Your Business Meal Deduction Risk Levels
A guide to business meal deductions Lower Risk • Occasional client lunch • Modest amounts • Clean documentation • Clear business relationship Moderate Risk • Frequent meals but defensible revenue • Slightly aggressive % of expenses • Documentation exists but is thin High Risk • Large meals relative to income • vague “business meeting” notes • No attendee names • Receipts missing • Pattern suggest disguised...
By Prof. Victoria J. Haneman
Social•Feb 17, 2026
China Shifts Reserves to State Banks, Boosts Returns
Beijing really just outsourced its reserves to its state banks, and shifted out of US custodians High return on investment tho. Tons of folks swallow the fall in reported Treasury holdings hook, line and sinker https://t.co/MKw3EJlSuR
By Brad Setser