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
Social•Feb 17, 2026
2025 Year-End Bonuses Shrink, Uneven Amid Economic Slowdown
1/2 SCMP: "Long viewed by Chinese employees as a barometer of corporate prospects, industry momentum and even the broader economy, the year-end bonus packages for 2025 have become smaller, rarer and far more unevenly distributed, amid slowing... https://t.co/MFbnMtmZdY
By Michael Pettis
Social•Feb 17, 2026
Danaher Nears $10 B Acquisition of Masimo
Big deal scoop by @sindap and @mroliverbarnes - US healthcare manufacturer Danaher is closing in a $10bn deal to buy medical tech group Masimo. A deal could be announced as early as Tuesday provided it does not hit any last-minute...
By James Fontanella‑Khan
Social•Feb 17, 2026
China's Hidden Bank Interventions Hit $800B Annual Record
The annualized measures of Chinese intervention over the last 3ms that capture backdoor intervention by the state banks are at all time highs in dollar terms -- over $200b a quarter/ over $800b annualized https://t.co/7vlh3tf4CX
By Brad Setser
Social•Feb 17, 2026
Speed, Not Scale, Drives AI Agent Advantage
OpenClaw proved that one person can out-ship billion-dollar labs on agents. What does that say about where the competitive advantage actually is?
By Ahmad Al‑Dahle
Social•Feb 17, 2026
Falling Rates Could Quickly Revive Builder Margins
Sales are weak. Inventory is tight. Builder sentiment is soft. If rates fall, incentives drop — and margins can snap back fast. The setup in homebuilders isn’t getting enough attention. Read more: https://t.co/AJREG4myee
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 17, 2026
Software's Toughest Challenge: Standardizing Messy Business, Not Coding
Yes, it's true: the hardest part of software was never the technical aspect. What software does it is it takes the messy reality of business and turns it into a series of standardized flows and processes. That's the hard...
By Arianna Simpson
Social•Feb 17, 2026
Founders Obsess Over OpenClaw: Why It Matters
Why are founders SO OBSESSED with OpenClaw? The creator of the AI assistant, Peter Steinberger has moved over to OpenAI, sending waves of panic and trepidation across the developer community. We’ve talked for weeks about the advantages of the OpenClaw...
By Jason Calacanis
Social•Feb 17, 2026
Low Builder Turnout Threatens Startup Weekend Women Event
I’m sad - I’ve been working so hard on startup weekend women here in columbus Ohio and because we have such a low amount of builders we might have to reschedule or cancel. I’ve never experienced this with an event...
By Nomiki Petrolla
Social•Feb 17, 2026
Iranian Rial Plummets, Becomes World's Second Worst Currency
On this week's Hanke's #CurrencyWatchlist, the Iranian rial ranks as the WORLD'S 2ND WORST currency. The rial has depreciated by 44% against the USD over the past year. RIAL = THE GREAT DESTABILIZER. https://t.co/06OiclsaSq
By Steve Hanke
Social•Feb 17, 2026
2026 Macro Outlook: Resilient Momentum Amid Inflation Leaks
New episode 🎙️ Rob Haworth (U.S. Bank Asset Management) joins me to break down 2026 macro: resilient momentum, inflation + earnings “leaking” through the system, tariffs, geopolitics, Fed uncertainty, and what to watch if rates spike. https://t.co/OPTdLbcGgJ
By David Keller, CMT
Social•Feb 17, 2026
Europe Still Buys Russian LNG and Uranium, Despite Criticism
🧐This is nonsense hype from the Center for the Study of Democracy. Yet CNN did not bother to check the validity of their claims or ask other researchers. Here's why: 💥Many European countries, including France, buy LNG from Russia. 💥The US and...
By Anas Alhajji
Social•Feb 17, 2026
Multiple Bidders Boost Leverage, Valuation, and Deal Success
A competitive sales process includes multiple buyers bidding against each other, each investing considerable time and resources to win the bid. This competition increases: * Your negotiating leverage * Your valuation * Your probability of a closed deal #founders #pathtoexit
By Michael Lyon
Social•Feb 16, 2026
Japan’s Nuclear Restarts Cut Costs, Boost Yen, Tame Inflation
Japan’s nuclear reactors continue to come back online. This is a major positive for consumers, businesses, and the environment, as it increases the supply of cheap energy, and reduces reliance on expensive imported fossil fuels. This dynamic should also support the...
By Jamie Halse
Social•Feb 16, 2026
Human Value Shifts to Distribution as AI Dominates Creation
As AI eats more of product building (autocompleting code -> writing 100% of code -> reviewing its own code -> deciding what to build in the first place -> judgement to know what is great), where will human brains be...
By Lenny Rachitsky
Social•Feb 16, 2026
Dalio's Stage 6: 5 Stocks for the New World Order
Ray Dalio says the world order has broken down. His “Stage 6” post went viral on X. What does that mean for markets? I mapped his framework to 5 stocks positioned for trade wars, tech controls, rearmament, energy shocks & gold. Here’s the playbook: https://t.co/FrP3YuOJA9
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 16, 2026
SAP-Microsoft Integration Simplifies Adoption, Erodes D365 Edge
SAP integrating with Microsoft tools blunts any perceived strategic advantage D365 has. User adoption becomes easier when tied to products people already use. #PowerBI #SAP https://t.co/rkRNfWeI6s
By Eric Kimberling
Social•Feb 16, 2026
When CEOs Outshine Teams, Hiring Is Failing
Early on, the CEO is “the best person at the company” at some things. Often sales (passion + knowledge) or product vision. But by 100 people, if the CEO is “better than everyone” at 𝘢𝘯𝘺𝘵𝘩𝘪𝘯𝘨, the CEO has hired poorly, and...
By Jason Cohen
Social•Feb 16, 2026
Future‑Ready Infrastructure Must Pivot With Market Shifts
Resilience today means being future ready. Can your infrastructure pivot as rates change, markets shift, or new competitors emerge? https://t.co/jCrVklXEuZ
By Jim Marous
Social•Feb 16, 2026
Ship a Rough Prototype Today, Not Perfect Plans Tomorrow
Most builders spend 6 months perfecting their plan. Then ship nothing. A rough prototype shipped today beats a perfect product shipped never. Execution is the only strategy that compounds.
By Luca Restagno
Social•Feb 16, 2026
Pause, Listen, and Question Your Own Assumptions
Everyday Pauses: Resisting the impulse to speak. Keep your lips together. Listen to understand. Shifting to curiosity. Humility learns. Ego knows. Ask yourself, “What might they understand that I don’t?” Challenge your own wisdom.
By Dan Rockwell
Social•Feb 16, 2026
2025 Profitability Snapshot: Sector Returns & Excess Gains
In my sixth data update, I look at business profitability in 2025, across sectors, industries and regions, scaled to revenues (profit margins) and to invested capital (accounting returns). I use the latter to compute and compare excess returns. https://t.co/L3PDmph4VA
By Aswath Damodaran
Social•Feb 16, 2026
Private Credit Bets on Software Amid AI Uncertainty
Five private credit firms just provided $1.4B for a software buyout of OneStream valued at $6.4B. Same week everyone’s asking whether AI will make these companies obsolete. The market is telling you software is at risk. The lenders are telling you...
By JunkBondInvestor
Social•Feb 16, 2026
Recovery Plans Must Assume Active Directory Can Fail
If Active Directory is down, can you even log in to start restoring backups? A lot of recovery plans assume core services are intact but that's not always a safe bet.
By Sean D. Mack
Social•Feb 16, 2026
In AI Era, VC Success Hinges on Taste
This. In a world in which AI can generate infinite everything — images, content, you name it — the key differentiator becomes curation, which requires taste to be done well. VC is the ultimate test of taste. I don’t think...
By Arianna Simpson
Social•Feb 16, 2026
Only AI‑savvy Employees Survive; Let Resistors Go
We started the year committed to bring everyone at @singlegrain to Claude Code proficient levels. For new hires, they need to go through our ‘Beat Claude’ challenge, meaning that they can use AI to answer questions, but if they merely...
By Eric Siu
Social•Feb 16, 2026
Choose the Letter: Prioritize Product Over Business Wrapper
Are you an envelope entrepreneur or a letter entrepreneur? Someone who's about the container, the business on the outside, or someone who's more focused on the letter, the product inside? You can be both, but I think most are definitely one or...
By Jason Fried
Social•Feb 16, 2026
Start Crypto Agility Now Before Quantum Day Arrives
⏳ Data stolen today will be cracked tomorrow. Post-Quantum Cryptography (PQC) isn't a "next year" problem—it’s a multi-year migration that starts now. I’m looking for "Crypto Agility" on the floor at #RSAC2026. Are you ready for the Q-Day countdown? https://t.co/6PIC4o7OmO #QuantumSecurity...
By Tim Crawford