Social•Feb 15, 2026
Post‑Purchase Friction Is the Real Brand Killer
Misunderstood Marketing - : The Delonghi-Bosch Pivot: Why Post-Purchase Friction is the Real Brand Killer https://t.co/9vxehhnI4s
By Shashi Bellamkonda
Social•Feb 15, 2026
ECB Rate Hike Expected to Strengthen Euro, Says Capital Group
The ECB will raise interest rates at least once this year, significantly boosting the euro against the dollar, according to Capital Group, the $3.3 trillion asset manager https://t.co/CFxgbQlz0Q via @Sujata_markets https://t.co/6EBSHD6SYI
By Zöe Schneeweiss
Social•Feb 15, 2026
Eurasia Holds 81% of Trade‑Linked Jobs Globally
81 percent of employment worldwide that is linked to trade in goods and services is in Europe and Asia. Globalization is a eurasian story. Chartbook 433 just dropped. Check it out. https://t.co/jq1gYjLP4X https://t.co/I3iRrM8XEN
By Adam Tooze
Social•Feb 15, 2026
Empower Employees, Not Just Automate, to Meet Expectations
Automation alone is not the answer. Institutions that replace people instead of empowering them will struggle to meet rising customer expectations. https://t.co/3KhyMMpnPe
By Jim Marous
Social•Feb 15, 2026
Consumption, Not Exports, Powers China's Growth
Why smart people say that exports “contribute” to China’s growth rather than “driving” it: almost all the time, growth in consumption is, in fact, a bigger contributor. More at today's Chartbook Top Links: https://t.co/NNNTMiyj6N
By Adam Tooze
Social•Feb 15, 2026
Core Services Inflation Stays Tame, No Overheating Signs
There's lots of commentary that US inflation will overheat, but there's no sign of that. My proxy for core services inflation was very well behaved in all of 2025 (purple) and the Jan. '26 data point (pink) was much more...
By Robin Brooks
Social•Feb 15, 2026
Hedgeye Nowcast Predicts Slowing Inflation, Yields Drop, Gold Rises
Hedgeye's Models vs. The Fed Reminder on the Hedgeye Nowcast for SLOWING US Inflation (which drove Bond Yields lower and Gold higher late this wk) Our monthly inflation nowcast is a weekly publication which augments our existing quarterly nowcast by offering a...
By Keith McCullough
Social•Feb 15, 2026
Europe Doubts US LNG Reliability Despite Past Optimism
A decade ago, I wrote an essay @ForeignAffairs about rise of US LNG w subhead "The benign energy superpower." https://t.co/P9r14hfb11 This week @MunSecConf, the Q I got most was whether Europe can trust US LNG to be reliable. And privately, senior...
By Jason Bordoff
Social•Feb 15, 2026
Repeat Purchases Matter More than High Margins
I lost $13k on a tech gadget with 'insane margins.' Nobody bought it. I tested a consumable with thin margins. Scaled to $70k/month on repeat orders. The market doesn't care about your margin goals. It cares about repeat purchases. Test...
By Kamil Sattar
Social•Feb 15, 2026
US Controls Slow China, Ignite Homegrown Chip Drive
NYT: "While Washington’s export controls have slowed China’s chip development, they have added fuel to Beijing’s decade-long push to make strategic technologies like semiconductors and A.I. entirely at home." https://t.co/OcHRXob06N
By Michael Pettis
Social•Feb 15, 2026
WTO Warns China's $1.2T Surplus Unsustainable, Urges Model Shift
1/2 AFP: "WTO chief Ngozi Okonjo-Iweala on Friday urged China to change its growth model, arguing that its soaring trade surplus risked sparking new trade barriers. “The $1.2 trillion trade surplus is not sustainable because the rest of the world cannot... https://t.co/fvOrE6LYBH
By Michael Pettis
Social•Feb 15, 2026
Speak Up: Visibility Makes Your Product Real
If nobody talks about your product… it doesn’t exist yet. Build louder. Are you building in public? Yes / No.
By Rado (This.is.rado)
Social•Feb 15, 2026
Strategists Misread CapEx, Overhype Free Cash Flow
I love how boomer strategists present the chart on free cash flows from the Mag 7 as rocket science. We learned on the first days at university that CapEx means less FCF in that year. Do these guys understand anything whatsoever...
By Andreas Steno Larsen
Social•Feb 15, 2026
Goldman Sachs Makes AI Core of Finance Operations
Goldman Sachs is embedding Anthropic’s Claude into accounting and compliance to automate high volume, rules based back office work. After six months of co building, executives were surprised that AI handled complex financial processes, not just coding tasks. The ambition is clear,...
By Spiros Margaris
Social•Feb 15, 2026
BOE Holds Rate Decision Pending Crucial UK Inflation Data
BOE on knife edge over interest rates awaits pivotal UK inflation data https://t.co/xROceOBQ9W via @PhilAldrick @CraigStirling https://t.co/H5s8yIIXBQ
By Zöe Schneeweiss
Social•Feb 15, 2026
AI‑Driven Reskilling Needed to Meet Energy Workforce Gap
The global energy transition won’t scale without people. Newly qualified energy workers aren’t keeping pace with demand, and without a ~40% increase in trained entrants by 2030, the skills gap will widen fast. This is where #AI, digital skills, and reskilling become...
By Harold Sinnott
Social•Feb 15, 2026
New CEO Drives 34.5% Revenue Surge at Casio
New post just published: on Casio (6952 JP) - New CEO Shin Takano has revamped the organization - Latest quarter timepieces revenues +34.5% YoY - EV/Sales of 1.0x https://t.co/iB9kX6Gzcb
By Michael Fritzell
Social•Feb 15, 2026
Rebuild, Learn, Automate: Speed Up Your Impact
I spent an entire day getting my website rebuilt from scratch so I can get off Webflow to move 10x faster with 100x impact. My goal is to build Theanna as a machine and in order to do that I...
By Nomiki Petrolla
Social•Feb 15, 2026
Automation Shifts Jobs to Higher‑Level Human Oversight
The future of work will look something like what Boris is describing. Anthropic is hiring engineers because people who know what they’re doing still have to tell the agents what to do, review their work, and integrate that work into...
By Aaron Levie
Social•Feb 15, 2026
Bet Big on Your Six Best Ideas
David Poppe on capital allocation "You will make more money from your six best ideas in life than from everything else you do. When you find that great idea, you want to buy it in size."
By Matt Harbaugh
Social•Feb 14, 2026
Disrupting Incumbents Is Harder than Hype Suggests
There is an instinct among early stage investors to talk their book like all the big tech incumbents are about to be slayed by an army of $1m ARR startups. Founders, you are smart enough to know this isn’t...
By Michael Seibel
Social•Feb 14, 2026
China's Foreign Exchange Reserves: Key Trends Unveiled
Deep dive into Chinese Foreign Exchange Reserves in today's version of the Chartbook Top Links. https://t.co/Yc09wNGpPK
By Adam Tooze
Social•Feb 14, 2026
A Launch Plan Transforms Guesswork Into a Proven Playbook
Launching a product without a plan is just posting and hoping. This Skill builds the full playbook. https://t.co/juAq4qxygY
By Corey Haines
Social•Feb 14, 2026
Redefining CIO: Embrace AI Leadership Structures
Thinking about a CAIO? Or evolving the CIO role instead? I explore what uplifting AI leadership should look like - and what structures actually work. #CIO #CEO #AI https://t.co/3nnLLxqhZt
By Isaac Sacolick
Social•Feb 14, 2026
Invest $1 in UX, Reap $100 ROI
Every $1 invested in UX returns $100. That's a 9,900% ROI. There is no other investment in business with that return profile. None.
By Dr. Axali (Seena Labs)
Social•Feb 14, 2026
LPs Vet Stanford SPV Leader on Massive Anthropic Deal
OH in Palo Alto: LPs are REFCHECKING a Stanford SPV leader who is MOGGING Tier 1’s and FEEMAXXING at 3/30 on 9-figure DIRECT Anthropic allocations
By Turner Novak
Social•Feb 14, 2026
Buffett’s Japanese Bond Move: Short Yen, Long Equities
The best macro trade of the past 5 years was Warren buffet’s Japanese bond issuance imo. Got him short the currency, short rates all while he was long the equities (trading houses).
By Citrini7 (pseudonymous)
Social•Feb 14, 2026
Applovin Delivers Fastest, Most Adaptable DTC Support
As a person overseeing many of these tests for brands I can attest to this too. Applovin’s team have also been the quickest, most nimble at adapting to what DTC is requesting of them. Their teams go above and beyond over...
By David Herrmann
Social•Feb 14, 2026
RUB Strengthens as Oil Stabilizes, Gold Surges
Macro: MOEX flat as oil steadies and gold spikes; RUB strengthens (USD/RUB 76.65). Key drivers: commodity moves, stable RVI (24.9). Risks: commodity volatility, sanctions. Trade: buy selective energy exporters on RUB resilience. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 14, 2026
AI Wins by Experience, Not Just Vertical Integration
The vertical integration of intelligence is non-negotiable. Control your platforms, models, chips, and data centers or watch providers do to you what you're trying to do to them. Microsoft AI is all-in on this. But they're caught in a bind: vertical...
By Shashi Bellamkonda
Social•Feb 14, 2026
Russia's Inflation Spike Tied to Excess Money Supply
Russia’s inflation comes in at 6.0%/yr in January. That's ABOVE RU's 4%/yr target. RU's M2 money supply is growing at 10.6%/yr, ABOVE Hanke's Golden Growth Rate of 8.4%/yr, a rate consistent with hitting its inflation target of 4%/yr. THE INFLATION STORY =...
By Steve Hanke
Social•Feb 14, 2026
More Analysis, Fewer Dashboards: Solve the Real Problem
I've worked as a Sr. Director of BI and Analytics and I had to learn something the hard way. Despite what business stakeholders say, another dashboard is rarely the right answer to their needs. Why? Because what's behind the ask is a misconception...
By David Langer (Dave on Data)
Social•Feb 14, 2026
CIOs Must Reset IT Model for Speed and Resilience
RT For CIOs in 2026, it's not "business as usual with more AI." It's a reset. You?re expected to reengineer IT?s operating model for velocity, resilience, and adaptability while still proving ROI under a microscope. #CIO #DigitalTransformation @Star_CIO https://t.co/KnnrY3Zh58
By Isaac Sacolick
Social•Feb 14, 2026
AI Success Requires Data, Change Management, Not Just Magic
Executives expecting magic wand AI outcomes without funding data quality, change management, and integration work are setting teams up to fail. You can't skip the plumbing and still expect water. #CIO #AI https://t.co/VtuS5rQ0ZG
By Isaac Sacolick
Social•Feb 14, 2026
Poor Nations Double Youth Disengagement Compared to Rich Countries
How rich-country advantages compound. More than twice the share of young people in poor countries are not in employment, education or training. This and more insights in today's Chartbook Top Links. https://t.co/pokvStfn3w
By Adam Tooze
Social•Feb 14, 2026
US Ramps up Pressure, Threatens Chinese Oil Imports
Maximum Pressure 2: More max, more pressure, another round of threatening Chinese sanctioned oil imports. https://t.co/UNNBJOFLTx
By Rory Johnston
Social•Feb 14, 2026
Venezuela Faces 651% Inflation, Cost of Living Crisis
The FT reports that the cost of living is Venezuelan's top concern. NO SURPISE. Today, I measure Venezuela’s inflation at a 651.5%/yr. Venezuela is the WORLD’S TOP INFLATOR. https://t.co/P4FBBSNdqk
By Steve Hanke
Social•Feb 14, 2026
Switching LLMs Wastes Time; Stick to One
I don't really understand devs who jump back and forth between LLM providers. Claude, Codex, Claude, Gemini, back to Codex, then Claude. What marginal improvement can be worth the massive context shift every single time? Pick one and build. You won't have...
By Arvid Kahl
Social•Feb 14, 2026
USD Poised to Rise if Congress Regains Tariff Control
Wouldn’t that be something: $NVDA earnings 25th with SCOTUS decision on tariffs anytime after 20th… #IEEPA USD bullish in the short term if they hand back tariff control to Congress 🎰 $VIX
By Samantha LaDuc
Social•Feb 14, 2026
Unrealized Gains Tax Threatens New Investments Globally
Unrealized gains tax is a mega-drag on new investments. The same reason why the California Asset Seizure Tax by SEIU-UHW is going to destroy startups is happening in the Netherlands. https://t.co/jMgP3ieI2G
By Garry Tan
Social•Feb 14, 2026
Avoid These 7 Fatal Ops Mistakes to Save Your Business
7 operational mistakes that almost killed my business (and will kill yours if you don’t catch them early) 1. Working with the cheapest partners 2. Not checking supplier invoices at scale 3. No naming conventions on ads or creatives 4. Not understanding China...
By Davie Fogarty
Social•Feb 14, 2026
Human Expertise Still Outperforms AI in Ad Creation
There is still a net benefit to having someone with an intricate knowledge of the creative and ad buying processes that AI can’t automate.
By David Herrmann
Social•Feb 14, 2026
Burn Rate Equals Risk; VC Burn Rates at Historic Highs
Burn rate = risk. So of course, this is true. These are the highest burn rates in history of VC. Simple fact. https://t.co/IrsIBd0qDC
By Bill Gurley
Social•Feb 14, 2026
Decision Provenance and Observability Essential Before Production
If you can't trace what data, tools, and rules led to an agent's decision, you're not ready for production. Decision provenance and observability are critical release criteria. #Observability #AI #DevOps https://t.co/1tg10UmJNv
By Isaac Sacolick
Social•Feb 14, 2026
Cognitive Warfare Already Undermining Western Alliances and Institutions
Cognitive warfare isn’t coming—it’s here. Some Western political leaders are being used to weaken alliances, disrupt decision-making, and fragment institutions. Swipe to see the key predictions, and visit davidmurrin.co.uk for the full analysis. #Geopolitics #NationalSecurity #Russia #China #Strategy
By David Murrin
Social•Feb 14, 2026
Gift High‑basis Assets Now, Transfer Low‑basis at Death
I can think of half a dozen reasons why it is NOT a mistake to gift a house to a child before passing. Why? Because these decisions are fact and portfolio dependent, and always/never advice is rarely reliable when it...
By Prof. Victoria J. Haneman
Social•Feb 14, 2026
AI Adoption Will Drive Multi‑Billion Dollar Subscription and Corporate Spend
AI market/TAM in midterm 1. Most employees will have a free LLM on their desktop; we are moving top team memebrs to two daisy chained Mac studios ($25k total) — easy investment 2. All major models will free for...
By Jason Calacanis
Social•Feb 14, 2026
Iran's Inflation Hits 81.5%, World's Second Highest
#IranWatch🇮🇷: Today, I measure Iran’s inflation at a PUNISHING 81.5%/yr. That's the world's SECOND HIGHEST INFLATION RATE. I remain the only reliable source of inflationary measures in Iran. https://t.co/HcSee4i4O2
By Steve Hanke
Social•Feb 14, 2026
Curated Tech Stack Powers Modern Venture Firms
Optimal venture firm tech stack: -Fund Admin: @hanoverpark -Bank/Cards: @FlexSuperApp -CRM: @NotionHQ -Sales tax for port co’s: @numeral -Ski passes: @VailResorts -Travel: @NetJets / @FourSeasons -Everything else: @claudeai
By Turner Novak
Social•Feb 14, 2026
REITs Hit Decade‑Low Valuations: Rare Investor Opportunity
REITs are currently trading at their lowest valuations in decades. The vast majority of investors are not positioned to take advantage of this historic opportunity. 🧵Here's a 'Mini Masterclass' on how to take advantage:
By Dividendology