Social•Feb 14, 2026
US Job Market Cooler than Washington’s Hype
Don't let first appearances fool you. The US job market is NOT as hot as the Spinmeisters in Washington DC crack it up to be. https://t.co/lKCBOl0rdi
By Steve Hanke
Social•Feb 14, 2026
Buy Manappuram on Pullbacks Amid RBI
Macro: PE flows target Indian NBFCs. RBI cleared Bain's up to 41.7% in Manappuram; ₹43.85bn injected. Risk: regulatory scrutiny. Trading insight: buy Manappuram on pullbacks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 14, 2026
AI Threatens White‑Collar Jobs—Upskill Now
Microsoft’s AI chief says AI will automate most white-collar work in 18 months. He claims AI will handle law, accounting, marketing, and coding at human level. Yet reports show only small productivity gains, and one study found developers took 20% longer with...
By Ask Dr. Brown
Social•Feb 14, 2026
Value Tilt Gains as Momentum Spread Widens 16%
Classic monotonic pattern. When you see this pattern you know with a higher degree of certainty that it is one of THE drivers of how investors are positioning their portfolios. We’ve been recommending a value tilt since last fall, as...
By Michael Kantro
Social•Feb 14, 2026
Key Signals Founders Need Before Raising Next Round
$40M raised. Series A ready. Episode 232 dives into the real signals founders should look for before raising more capital 👇 https://t.co/0CcjGEIVb9 #SaaS #AI https://t.co/S1vxKwuxiB
By Ben Murray
Social•Feb 14, 2026
ISL Replaces ETL: Intelligence Beats Raw Data Ingestion
Ingest Structure Learn (ISL) is the new ETL. It used to be the case that a company would try to license this kind of data as an “edge”. I’ve seen many companies in SV try to make this claim. That...
By Chamath Palihapitiya
Social•Feb 14, 2026
EU Boosts Chinese Imports as Trump Tariffs Bite
During 2025, Chinese exports to the EU jumped by 6.3%. TRUMP'S TARIFFS = EU PIVOTS TOWARDS CHINA. https://t.co/tkz6F9xAsN
By Steve Hanke
Social•Feb 14, 2026
Stocks Are only Cheap During Economic or Business Crises
There are really only two times when stocks become "cheap": collectively, - usually when the health of the economy is in question, - and, more narrowly, when the viability of a business or its industry is in question. You...
By Lawrence Hamtil
Social•Feb 14, 2026
Bank CEOs Earn $41M, Dwarfed by Tech Wealth
"Six Wall Street bank chiefs bring in combined pay of $250mn in 2025" On the one hand this is shocking. On the other hand $41m each pa is a marker of quite how far banks have been eclipsed by private...
By Adam Tooze
Social•Feb 14, 2026
Energy Leads US Sector Gains; Financials Fall
🇺🇸 US Sector Performance in 2026 📈 $XLE Energy up 22% $XLB Basic Materials up 18% $XLP Consumer Defensive up 16% $XLI industrials up 12.8% $XLU Utilities up 9% $XLRE Real Estate up 8% $XLV Healthcare up 2% $XLY Consumer Retail -2% $XLK Technology -2.5% $XLF Financials -5%
By Peter Sin Guili
Social•Feb 14, 2026
CIOs Must Rethink IT for Real AI Impact
World-class IT in the AI era looks very different. I share provocative lessons for CIOs who feel under fire to transform IT and show real impact. #CIO #ITLeadership #AI https://t.co/VjbvwFzWSu
By Isaac Sacolick
Social•Feb 14, 2026
Bootstrapping Beats VC Hype for Lasting Wealth
Worst ways to build wealth - thinking a $100M valuation means you have $100M - raising money. period - adding features for 5 years instead of admitting your product sucks - telling yourself "we just need more time" at year 7 - calling yourself a...
By Adam Robinson
Social•Feb 14, 2026
Fintech Beats AI in European VC Valuations
While AI dominates headlines with mega-rounds, fintech is quietly leading European VC valuations. Median pre-money for fintech reached €12.4m — 29% higher than AI, and well ahead of SaaS and life sciences. In a hype-driven cycle, investors are rewarding revenue, regulation-ready models...
By Spiros Margaris
Social•Feb 14, 2026
Solo Founder’s Transparent Journey to $1M by Year-End
I’m turning my monthly investor updates into a blog - full transparency of running a business as a solo founder trying to hit $1M by EOY. I’ll share every experiment, every win, loss, MRR, burn, etc. I don’t know everything...
By Nomiki Petrolla
Social•Feb 14, 2026
Venezuela Inflation Hits 651.5% Under U.S. Management
#VNZWatch🇻🇪: Under Uncle Sam's management, Venezuela's economy continues to CRUMBLE. Today, I measure Venezuela’s inflation at 651.5%/yr. I REMAIN THE ONLY SOURCE OF ACCURATE INFLATION MEASUREMENTS FOR VENEZUELA. https://t.co/MpUeEa9s1S
By Steve Hanke
Social•Feb 14, 2026
Privacy Is a Year‑round Leadership Responsibility, Not a Weekly Event
RT Data Privacy Week is over. Lawsuits, breaches, and AI experiments don't pause the other 51 weeks of the year. Privacy is now a leadership accountability issue, not a back office task. #CIO #CMO #CISO #DataPrivacy @Star_CIO https://t.co/Naq82FuMWZ
By Isaac Sacolick
Social•Feb 14, 2026
Great Leaders Give Needed Support, Not Deserved Criticism
There’s a powerful leadership lesson in watching Trae Turner. When you’re in a tough season, people can either give you what you deserve — criticism, frustration, distance — or they can give you what you need — encouragement, belief, support. The best...
By Tim Elmore
Social•Feb 14, 2026
Turn Excel Into a Text Mining Powerhouse
Each week I send out a free analytics tutorial to 39,009 professionals. This week is Part 3 in a series on mining free-form text data using Python in Excel. Think about this for a second. Production quality, reproducible text mining inside an Excel...
By David Langer (Dave on Data)
Social•Feb 14, 2026
Emerging Strategies: Agentic Pricing, Nuclear Cloud, Analog Marketing
Strategic Brief: The Agentic Pricing Shift, Nuclear Cloud Grids, and the Analog Marketing Rebellion https://t.co/P5qLllgBGU
By Shashi Bellamkonda
Social•Feb 14, 2026
2025 State of SaaS Marketing: Insider Data Unveiled
Tired of being left in the dark on how other SaaS companies are doing? Then welcome to the 2025 State of SaaS Marketing mega thread. Buckle up. I surveyed hundreds of SaaS founders & marketers last year, to collect the data that's usually...
By Corey Haines
Social•Feb 14, 2026
Nifty May Plunge to 19k Amid Global Macro Risks
The Nifty Can Crash to 19000 due to Global Macros - Prepare Now - Hindi ... https://t.co/gKdPPrx6C6 via @YouTube The video discussed the current market setup, IT sector view, which sectors are the weakest. Why we got here and where...
By Rohit Srivastava
Social•Feb 14, 2026
Yen Poised for New 2025 Lows Amid
The Yen will keep falling in trade weighted terms in 2025 and make new lows. Two reasons: (i) Japan remains in denial on the scale of its debt and what's needed to fix this; (ii) the Yen will be falling...
By Robin Brooks
Social•Feb 14, 2026
AI Threat Looms Over $3.5T Credit Market
Credit markets could be the next AI casualty. A UBS analyst flags the $3.5T leveraged loan and private credit space as vulnerable, with AI disruption moving faster than expected. Up to $120B in fresh defaults this year would turn the AI boom...
By Spiros Margaris
Social•Feb 14, 2026
Global Data Week: FOMC Minutes to RBA Jobs
Buckle up! Its going to be a VERY Busy Data Week ahead👇 🇺🇸 US -FOMC Minutes -Q4 GDP -Empire State & Philly Fed 🇪🇺 EZ -IP -ZEW -PMIs 🇬🇧 UK -Jobs -Retail Sales -CPI -PMIs 🇯🇵 JP CPI & GDP 🇨🇦 CA -CPI -Retail Sales -Trade 🇳🇿 NZ -RBNZ -PSI -PPI 🇦🇺 AU -RBA MINUTES -JOBS -PMIS
By Kathy Lien
Social•Feb 14, 2026
Modi Leveraged Trump Tariff Threat to Advance Free Trade
My take on PM Modi's clever move to reduce India's punishing tariffs and non-tariff barriers: "Modi used the tariff threat from Trump as cover to push for free trade between India and other countries." MODI = SMARTER THAN YOU THINK. https://t.co/aTUbO8em04
By Steve Hanke
Social•Feb 14, 2026
AI Widens Gap: Leaders Must Keep Learning
AI is accelerating the divide between leaders who learn continuously and those who fall behind. Standing still is not a https://t.co/fRpFGuoNlH the full episode: https://t.co/niO7fXOQML https://t.co/vMRrQNi6cA
By Jim Marous
Social•Feb 14, 2026
Markets Price 2.5 Fed Cuts as Curve Flattens
After jobs and CPI, mkt has ~2.5 Fed rate cuts discounted this year. 2-10 yr curve flattened back-to-back weeks for first time since Oct. 10 yr yield 3-month low. Be prepared for next week. See...
By Marc Chandler
Social•Feb 14, 2026
Warsh Fed Expected to Slash Rates 100bps, Dollar Falls
My forecast is for the Warsh Fed to cut policy rates by 100 bps in the 4 meetings after he takes over (June, July, September, October) ahead of midterms. Markets are moving in this direction, but still price only 63...
By Robin Brooks
Social•Feb 14, 2026
Markets Discount Fed Cuts Amid Japan Election, Tariff Uncertainty
Week Ahead: SCOTUS Decision on Tariffs? 8 Fed Officials Speak as the Market Discounts almost 65 bp of Cuts this Year: Last week began with the LDP's stunning victory in Japan. However, rather than sell-off as the market expected, the...
By Marc Chandler
Social•Feb 14, 2026
Dollar Decouples: US Growth Rises as USD Falls
Great piece by @katie_martin_fx in the @FT on the correlation break happening for the Dollar. As Trump leans more and more on the Fed, positive data surprises like payrolls no longer lift USD. The US will boom this year. But...
By Robin Brooks
Social•Feb 14, 2026
Strengthening Critical Mineral Supply Chains Amid Geopolitical Fragmentation
Thanks @bmwfoundation for partnering w @ColumbiaUEnergy on such a substantive & productive session @MunSecConf on how to enhance critical mineral & energy supply chain security amid fragmenting geopolitics. Great insights from DOE’s @AlexFitzDC, @dan_brouillette & so many others. https://t.co/D1xRKHu7gO
By Jason Bordoff
Social•Feb 14, 2026
Anti‑Trump Bias Skews Dollar and Inflation Forecasts
A lot of economic commentary is inflected by anti-Trump sentiment. That's why so many forecast the Dollar would go into a death spiral last year (it didn't) & why there's so much focus on inflation overheating now (it isn't). Yesterday's...
By Robin Brooks
Social•Feb 14, 2026
Big Shocks Make Firms Change Prices Faster, Speeding Inflation
Recent inflation surge has subsided in most advanced economies, but effects may linger in unexpected ways. Inflation responds much more rapidly to large shocks than standard models predict, because firms adjust prices more frequently when shocks are large https://t.co/Lrr7d9eevX
By Linda Yueh
Social•Feb 14, 2026
Import‑Dependent Nations Face Greater Food Insecurity, Regardless of Wealth
Countries that rely on staple imports to feed their population tend to report higher levels of food insecurity. This holds even after controlling for income per capita, suggesting that exposure to international markets is independent of development level https://t.co/2tzjysif3u
By Linda Yueh
Social•Feb 14, 2026
Wars Trigger Persistent Democratic Decline in Specific Contexts
Data covering 115 conflicts & 145 countries over past 75 years show wars cause large & persistent declines in democratic institutions. Not inevitable. It appears only in specific settings –first-time conflicts, internal wars, conflicts that governments win https://t.co/Lq6ORZiquj
By Linda Yueh
Social•Feb 14, 2026
EU Trade Surplus Shrinks as Tariffs and China Pressure
1/5 Reuters: "The EU's trade surplus kept shrinking, data showed on Friday, as tariffs weighed on exports to the U.S. and rising Chinese imports crowded out domestic production, highlighting existential threats to the bloc's economic model." https://t.co/91sJO2nGjP
By Michael Pettis
Social•Feb 14, 2026
Banks Grant AI Direct Control Over Money Flows
Banks are quietly moving AI beyond chatbots and into the plumbing of money itself. Inside compliance queues and cash dashboards, AI agents are starting to initiate tasks and move funds based on live signals. This is the real inflection point: not smarter...
By Spiros Margaris
Social•Feb 14, 2026
Provincial Revenues Forecast 2‑3% Growth, Lagging Economy
1/4 SCMP: "Major provinces are budgeting for 2 to 3 per cent growth this year in general public operating revenue, broadly in line with last year but below broader economic growth targets, Fitch Ratings said in a research note." https://t.co/HwyAPw042O
By Michael Pettis
Social•Feb 14, 2026
UK Growth Stalls at 0.1% Amid Rising Taxes
The U.K.'s GDP grew just 0.1% in Q4 2025 and an ANEMIC 1.3% for the entire year. Under RUSSOPHOBE Keir Starmer, taxes are up, productivity is flat, and consumers are feeling squeezed. https://t.co/WDyleJsH6n
By Steve Hanke
Social•Feb 14, 2026
China Cracks Down on Hidden Corporate IOU Market
1/3 Very interesting Caixin article on attempts by Chinese regulators to get their arms around "the opaque market for corporate IOUs that has allowed big-name companies to defer payments to suppliers on a massive scale." https://t.co/FIJywKAtIX
By Michael Pettis
Social•Feb 14, 2026
Swiss Inflation Near Zero as Money Growth Slows
Switzerland’s inflation rate is on the low end of its TARGET RANGE at 0.03%/yr. Switzerland’s money supply (M3) has been growing below Hanke's Golden Growth Rate of 4.40%-6.40%/yr since 2020 & is now only at 4.58%/yr. THE INFLATION STORY =...
By Steve Hanke
Social•Feb 14, 2026
Saudi Arabia’s Oil Demand Plummets as Gas Powers Electricity
CHART OF THE DAY: Among the world's top oil consumers, a curious trend. The 2nd largest consumption drop last year ocurred in Saudi Arabia, where demand fell ~60,000 b/d (only South Korea saw a larger drop). The reason? Gas is...
By Javier Blas
Social•Feb 14, 2026
China's January Financing Jumps 2.4% Year‑over‑year, Beating Forecasts
1/5 According to Caixin, China’s aggregate financing grew slightly faster than expected in January, rising by RMB 7.22 trillion. This was 2.4% more than in January 2025 and 10.4% more than in January 2024. It is equal to 5.1% of annual...
By Michael Pettis
Social•Feb 14, 2026
Tech Stocks' Valuations Soar, Yet Margins Remain Stretched
Biggest strength for Tech Stocks. and their biggest weakness? (stretched valuations are underpinned by stretched profit margins) https://t.co/JyYGvhtRlC
By Callum Thomas
Social•Feb 14, 2026
South Africa's Record Real Rates Prompt Slow, Steady Cuts
South African rates are restrictive. The real policy rate is the highest it’s been in 20 years, and they expect growth. They are suffocating the economy with high real rates. However, we can expect more rate cuts throughout the year,...
By Talk Cents
Social•Feb 14, 2026
China's Railway Investment Climbs 5.5% in January
Xinhua: "China's railway sector completed 46.3 billion yuan (about 6.67 billion U.S. dollars) in fixed-asset investment in January, up 5.5 percent year on year." https://t.co/g109GF2REm
By Michael Pettis
Social•Feb 14, 2026
Earn Startup Attention, Don't Expect Platform Handouts
Nobody owes your startup attention. Not Twitter. Not Reddit. Not Product Hunt. Attention is earned, not launched. Where do you post your progress?
By Rado (This.is.rado)
Social•Feb 14, 2026
Politicized Asset Stewardship Spurs Lease Cancellations, REIT Shorts
Macro: politicized stewardship of public assets rising; Key: Interior canceled NLT lease; Risk: litigation & environmental hurdles delay projects; Trade: short park‑adjacent REITs. ⚖️ — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 14, 2026
Malaysia Beats Forecast, Yet MSMEs Face Headwinds
Malaysia’s Economic Outlook & Risks Full-year performance exceeds government’s upper ceiling based on 4Q 2025 data Outperformance —► Hawkish BNM bias. Chatter of tougher operating conditions on the ground, especially for micro, small and medium enterprises (MSMEs) including F&B sector are leading many...
By David Chuah
Social•Feb 14, 2026
Limited Context Forces New Work Practices for AI Agents
Eventually, as a result of the context limitations of AI agents, we’ll start to change and improve our work practices to aid in their success. One of the most interesting issues with AI agents is because of their inherently limited...
By Aaron Levie