Social•Feb 16, 2026
US Tech Dominance Fades as Global Rotation Shifts
This chart captures the 2 most important themes in the Stockmarket right now. 1. Global vs US rotation 2. Top in tech stocks For the past 17-years US Tech stocks have dominated global markets, but that is starting to change... https://t.co/6DhUXusR6C
By Callum Thomas
Social•Feb 16, 2026
2026: Scale AI Agents Safely with Checklist
If 2025 was the year of "launch an AI pilot," 2026 must be the year of "launch AI agents safely at scale." This 10 point checklist is built for that shift. #AI #CIO #DigitalTransformation https://t.co/1tg10UmJNv
By Isaac Sacolick
Social•Feb 16, 2026
Investors Shift From S&P 500 to Alternatives, Gains Accelerate
Rotation away from S&P500 (flat on the year) into other assets like foreign stocks, US value, etc up 10-15% seems to be accelerating...
By Meb Faber
Social•Feb 16, 2026
Master These 5 SaaS Metrics for Sustainable Growth
Every SaaS leader should master these 5 metrics. Bookings, retention, margins, OPEX, and efficiency — the core numbers behind durable growth and valuation. 🎥 https://t.co/ViVeSCTLXx #SaaS #SaaSMetrics https://t.co/bvoRB24XES
By Ben Murray
Social•Feb 16, 2026
Venezuelan Bolivar Plummets 87%, Becomes World’s Worst Currency
On this week's Hanke's #CurrencyWatchlist, the Venezuelan bolivar ranks as the WORLD'S WORST currency. The bolivar has depreciated by over 87% against the USD in the past year. IT’S TIME TO DUMP THE BOLIVAR AND REPLACE IT WITH THE US DOLLAR. https://t.co/dHtPzNew81
By Steve Hanke
Social•Feb 16, 2026
Weekly S&P 500 Chart Review Highlights Key Trends
ICYMI: Weekly S&P500 #ChartStorm blog post https://t.co/B5a4uBC2Q4 Thanks + follow reco to chart sources @MarketCharts @topdowncharts @dailychartbook @MauiBoyMacro @KobeissiLetter @StealthQE4 @HayekAndKeynes
By Callum Thomas
Social•Feb 16, 2026
Adjust ROI: Account for Estimation Errors in Task Prioritization
ROI is a good way to prioritize mid-sized tasks, but estimation errors (both in duration and in impact) can change the ROI by 2x-5x, so you need a system that understands that and causes you to select the right tasks...
By Jason Cohen
Social•Feb 16, 2026
13 Leaders Reveal Proven AI Skills Training Strategies
Recently, we shared great ideas from 12 leaders on how to drive workforce #AI adoption. Here, 13 more share their most effective methods for AI #skills #training. You'll see common ground: Smart strategies, resourceful thinking, strong results➡️ https://t.co/ftzVJt0OwH #learning https://t.co/WCm3YVzfVI
By John Leh
Social•Feb 16, 2026
Sector Rotation Ends; Brace for Upcoming Volatility
Given I timed the sector rotation with precision in Nov & said it would likely run until Feb, and we are here, I'm gonna share what else I also told clients: IN LIEU OF SECTOR ROTATION, THERE WILL BE VOLATILITY™️😉
By Samantha LaDuc
Social•Feb 16, 2026
Trump's Presidency Keeps Oil Prices Higher, OPEC+ Cuts Production
The best—only?—argument that Trump is bearish for oil prices is that OPEC+ wouldn't have hiked crude production as aggressively last year in a world in which Harris was sitting in the White House.
By Rory Johnston
Social•Feb 16, 2026
Gold Overtakes Major Currencies as Dollar Reserve Share Plummets
⚠️The US Dollar's role in global reserves is FALLING: USD share in global currency reserves dropped to ~40%, the lowest in at least 25 years. This is down from ~58% a decade ago. During the same period, gold’s share has risen from 16%...
By Global Markets Investor (newsletter author)
Social•Feb 16, 2026
Alphabet and Meta CDS Explode From Zero to Top Traders
A year ago, CDS on Alphabet and Meta didn't exist. Now they're among the most actively traded single-name contracts in the US market Nobody creates a default insurance market for fun... $GOOG $META
By JunkBondInvestor
Social•Feb 16, 2026
Eurogroup Sets 2026 Priorities, Boosts Euro’s Global Role
Back in Brussels today for the #Eurogroup meeting, where we discussed: 🔹 euro area policy priorities for 2026 🔹 the international role of the euro https://t.co/FAa7OvZiMt
By Christine Lagarde
Social•Feb 16, 2026
AI Disruption Drives Widening Credit Spreads Ahead of Earnings
AI disruption is hitting IG credit spreads, not just stock prices. Concentrix: BBB-rated, 455,000 call center employees. Paid 130bps concession to refinance. Stock down 24% last week. Spreads doubled in February. Credit markets pricing obsolescence before it shows up in earnings.
By JunkBondInvestor
Social•Feb 16, 2026
Semiconductors Shift From Volume to ASP‑Driven Value
Modeled a range of scenarios, but showing mid-bull to make a key point. For the first time in semiconductor industry history, value creation is primarily an ASP story not a volume story. https://t.co/IoHFb65Gmq
By Ben Bajarin
Social•Feb 16, 2026
Content Drives Hiring: 10+ Hires From One Episode
Talked to a @BananaCap_ portfolio company this morning who mentioned they hired 10+ people from their @ThePeelPod episode. Insane how much value you can add for founders when you get really dialed in on content.
By Turner Novak
Social•Feb 16, 2026
Amazon's High Capex-to-FCF Isn't New, Still Managed Well
Working on my $AMZN growth thesis report for this week, and just helpful to point out, that this high capex to FCF is not uncharted territory for Amazon. I get there is more competition this time than e-comm but they...
By Ben Bajarin
Social•Feb 16, 2026
Investors Buy Protection Despite Record VIX Short Positions
Does anyone have a good explanation for why equity skew shows investors are paying up for downside protection but also VIX futures are at near record shorts? Those seem to be contradictory. https://t.co/IWYZ9IHTYl
By Quinn Thompson
Social•Feb 16, 2026
AI-Driven Redesign Lets Small Groups Shape Future Systems
Underestimated moment of agency/leverage is that many systems are being redesigned for AI & fluid for the first time in a long time (how do you hire? How does scientific publishing work?) That creates an opening for small groups to set...
By Ethan Mollick
Social•Feb 16, 2026
Warsh May Threaten Fed Stability Despite Doubtful Capability
Good piece. Warsh would be a fundamental break from the Bernanke, Yellen, and Powell Feds if he carried out his views. Do I think he’s capable of pulling that off? Not really. Do I think he might try to and...
By Claudia Sahm
Social•Feb 16, 2026
Seeking Causes Behind Hedge Funds' Rising Leverage Beyond
Are there any other explanations for the multi-year vertical ascent in hedge fund gross leverage aside from a reduction in front end interest rates / funding costs? https://t.co/WkIt1xAlmd
By Quinn Thompson
Social•Feb 16, 2026
Analyst's Report Becomes VC Gospel, Raises Billions
This former analyst turned a single report into Silicon Valley gospel—then she raised billions to rewrite the rules of venture capital.
By rich_toad
Social•Feb 16, 2026
China's Surplus Doesn't Directly Boost US Treasury Holdings
Two things are simultaneously true -- a) China's surplus doesn't automatically flow into its fx reserves and then into Treasuries and Agencies b) China's large ongoing surplus (+ the increase in fx assets of the state banks) cautions against using the...
By Brad Setser
Social•Feb 16, 2026
Show Both Impact and Profit in Your Pitch Deck
Your pitch deck should convey the difference you aim to make in the world. And the money you aim to make in the world. ;) Remember, impact businesses are great. The money has to be there too.
By Gale Wilkinson
Social•Feb 16, 2026
Foreign Central Banks Sell USTs Even as Dollar Weakens
One of a number of potentially important macro divergences that occurred in 2H25 is shown below. For the prior 10+ years, foreign Central Banks sold USTs when the USD rose and bought USTs when the USD fell. In 2H25, foreign CB’s sold...
By Luke Gromen
Social•Feb 16, 2026
Eight Formulas Cut Reporting From Hours to Minutes
They told me their reports take 6 hours. I showed them 8 formulas. Now it takes 10 minutes. Join my free masterclass with Ramp on February 19th 👉 https://t.co/Aw0QFfIbL0 I've seen this pattern dozens of times. Smart FP&A teams. Good analysts. Solid finance...
By YourCFOGuy
Social•Feb 16, 2026
Reeves Gains Momentum as UK Debt Interest Falls
UK’s Reeves is set to get a boost from falling debt interest https://t.co/iirQy0fcBA via @PhilAldrick https://t.co/R8A0t6Sj29
By Zöe Schneeweiss
Social•Feb 16, 2026
IEA and OPEC Clash on Oil Outlook, Shaping 2024 Strategy
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews
By Robin Mills
Social•Feb 16, 2026
Quick AI Wins, Corporate Secrets, and Cognitive Debt Unveiled
Today's Operator Links: https://t.co/31uzXeX8YJ 1️⃣ He Built OpenAI's Competitor in One Month Then Joined Them - @steipete 2️⃣ Leaving Parties at 9:30 for Agents - @nikunj 3️⃣ Sega's Criminal Origin Story - Bradford Morgan White 4️⃣ Finance Can't Figure Out AI - @BrookerBelcourt 5️⃣ Cognitive Debt...
By Hiten Shah
Social•Feb 16, 2026
Redesign Backlash Turned Into Modern Branding Template
Remember the old Instagram logo? People loved it, so people hated the redesign. But the change worked, and it became a template for modern app branding. https://t.co/uBBe9VvzY3
By Corey Haines
Social•Feb 16, 2026
Trading Week Signals Fed Cut Outlook for 2026
New trading week = big clues for rates 👀 Futures up, gold down, dollar strong… what is the market betting on for Fed cuts in 2026? Fed speakers, FOMC minutes, global data & a surprise risk event ahead Watch the video before you...
By Kathy Lien
Social•Feb 16, 2026
AI Threats Demand Distinct Policy Beyond Existing Security Frameworks
Thinking a lot about AI security vs traditional security. Do we actually need a separate AI policy, or should this live inside the security and governance structures we already have? To answer this we need to consider how AI and...
By Sean D. Mack
Social•Feb 16, 2026
Human-Centric Release Readiness: Train Teams, Update Runbooks, Set Escalation Rules
Release readiness now includes humans: training frontline teams, updating runbooks, and defining when agents must escalate, not improvise. #ChangeManagement #AI #CIO https://t.co/1tg10UmJNv
By Isaac Sacolick
Social•Feb 16, 2026
Remote Full‑Stack Engineer Role: $8k/Mo at SenjaHQ
Love working in @sveltejs? I'm hiring a fullstack engineer for @SenjaHQ $8,000/month, remote (but some sync work), 3-person team, small profitable bootstrapped business Full tech stack in image, application link in reply https://t.co/Ro4i7awA8c
By Olly Meakings
Social•Feb 16, 2026
AI Threat: Controlling Institutional Knowledge Over Job Replacement
The real fear is not replacement. It’s ownership of knowledge. AI systems are capturing workflows, decisions and expertise that once lived inside employees’ heads. The strategic question is no longer who loses a job, but who controls the institutional intelligence being built....
By Spiros Margaris
Social•Feb 16, 2026
Publish, Share, and Win: Visibility Beats Hidden R&D
Most AI companies spend millions on R&D, then hide the results in dusty PDFs. The real winners? Publish research → turn it into blog posts, videos, social posts → distribute relentlessly. Visibility > velocity. https://t.co/PNytCOQeuq
By Ross Simmonds
Social•Feb 16, 2026
Stand Out in FP&A: Unique Capabilities Beat Plateau
Why do FP&A careers plateau? Not because of performance—but because, at promotion time, top finance talent starts to look alike. Nicholas Bell (Clyde & Co), on the capabilities that set him apart on his path to Head of FP&A. 🔗 https://t.co/w8xraVQKjD #fpatrends #FinanceCareers https://t.co/BYjczXwbsO
By Larysa Melnychuk
Social•Feb 16, 2026
Upcoming Roadmap: E‑Sign, Check‑In/Out, Conflict Flags
What it looks like and what’s on the roadmap: 1) E-Sign integration (right now it just sends a copy to the client via email); 2) Check in/Check out functionality (you edit in platform, but would prefer sometimes to edit outside and...
By Matt (Employment Law)
Social•Feb 16, 2026
Euro's Neglect Highlights Geopolitical Weakness
We live in a beggar-thy-neighbor world. Everyone is trying to get their currencies down except for the Euro zone, another symptom of geopolitical weakness. While everyone else is managing their currencies down, the Euro is suffering from benign neglect... https://t.co/QpUo91Xcq2 https://t.co/7qByDtUMFN
By Robin Brooks
Social•Feb 16, 2026
Companies Resume Price Hikes After Tariff Surge
"The Break Is Over. Companies Are Jacking Up Prices Again." "Such new price increases follow last year’s wave of tariff-driven price hikes" https://t.co/onoN6WYPHy https://t.co/OjVUbYFXnM
By Scott Lincicome
Social•Feb 16, 2026
Marketing’s Air Cover: Accelerate Sales and Customer Success
A client recently asked me to create a marketing enablement strategy for their new Customer Success (CS) team. That kicked off a bigger conversation with their VP of Marketing: 👉 Should marketing own revenue beyond lead gen and MQLs? Here’s...
By Pam Didner
Social•Feb 16, 2026
Senior Designer Wanted for Top DTC Brands
Easy Street Brands is looking to hire a senior designer for one of our portfolio brands. Looking for someone with experience designing website elements, landing pages and ads. Packaging design experience is a bonus. You must have 5+ years experience working with...
By Zach Stuck
Social•Feb 16, 2026
Dollar Gains Strength Over G10 Amid Low FX Turnover
In subdued foreign exchange turnover, the dollar enjoys a firmer bias against most G10 currencies amid on broadly consolidative tone. https://t.co/cyTShaySWO
By Marc Chandler
Social•Feb 16, 2026
AI Wins, Workforce Burns: Address Fear Separately
You can “win” your AI rollout and still lose your workforce. A recent study of 430 manufacturing employees found that even successful AI transformations increase emotional exhaustion. Translation? Your KPIs can trend up, 📈 while motivation trends down. 📉 The...
By Cassie Kozyrkov
Social•Feb 16, 2026
US Growth Decouples From Jobs, Entering Uncharted Territory
Via the Financial Times: My thoughts on why US "jobless growth" may have entered uncharted territory. The decoupling of US growth from employment looks more persistent—and consequential—than the three previous episodes we've seen over the last 40 years: https://www.ft.com/content/298a38bb-4cc1-44f3-bd62-6aff25d58b94 #economy #jobs #employment #unemployment #growth...
By Mohamed El‑Erian
Social•Feb 16, 2026
Bobby Jain Launches $6B Multi‑strat Amid Portfolio Shift
Hedge fund portfolios are being shaped by the shift from banks, multi-manager scale, and public/private convergence. Bobby Jain (CEO/CIO, Jain Global) on launching a $6B multi-strat, talent & risk management, and portfolio construction. https://t.co/BfZsVcl2vY With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
By Ted Seides
Social•Feb 16, 2026
Treasuries Prefer Higher Inflation Over Low Rates for Revenue
One of the under-reported stories in DM fiscal discourse is that for all the talk about how treasuries in the UK, US, France etc 'want' lower rates, they also want, and desperately, need high(er) inflation and the nominal tax revenue...
By Claus Vistesen
Social•Feb 16, 2026
AI Threatens Coding, Signals End of Subscription Model
The silent death of the “Subscription”: Why AI is eating coding, then SaaS by @Timothy_Hughes https://t.co/jRk0X4g4rC @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #Marketing #SaaS #Cloud #CloudComputing #MarketingStrategy https://t.co/LIE9FRBtYg
By Tim Hughes
Social•Feb 16, 2026
FX Steadies as JPY Slips on Weak Data
US and China's mainland markets are closed today. The FX market is calmer and most G10 currencies are little changed. $JPY is the notable exception as disappointing data weighs on it. See https://t.co/cyTShaySWO https://t.co/ZB9uMP7xUC
By Marc Chandler
Social•Feb 16, 2026
Great SaaS Ideas Stem From Lived Problems, Not Novelty
luca.restagno.dev startup founder Hot take: The best SaaS ideas aren't new. They're problems you've already lived with for years. Let me explain 👇 --- luca.restagno.dev startup founder Author When I needed a new product after selling my last SaaS, I didn't brainstorm. I looked at the tools I was ALREADY using...
By Luca Restagno