Social•Feb 13, 2026
Spot the #1 Sign Management Lacks Business Command
What’s the #1 tell that a management team doesn’t actually have command of their business? I spoke with Paul Stansik , an operating partner at ParkerGale Capital , about the relationship between boards and their portfolio companies. Paul works on scaling profitable, founder-led software companies, on all things from GTM tactics to consistent metrics reporting. Join me and a RTN veteran on Monday, as we talk about the subtle difference between showing the work and showing the impact of the work, the #1 tell that management doesn’t have command of their business, and one of Paul’s biggest frameworks - Simplifiers vs. Complicators (hint: you’ve worked with both). Listen and subscribe wherever you get your podcasts below. Apple: https://lnkd.in/eVspBr_J Spotify: https://lnkd.in/ecSZkRjB Youtube: https://lnkd.in/eaRN-6uU
By CJ Gustafson
Social•Feb 13, 2026
Bootstrapped Growth Beats VC Hype for True Freedom
I want to be crystal clear: the advice I give on LinkedIn is NOT for founders who think they're creating unicorns, decacorns, or the next Anthropic. If you believe you're building a unicorn or decacorn and you're sitting here reading...
By Adam Robinson
Social•Feb 13, 2026
Pivot: Replace Invalidated Strategy Parts, Keep Validated Ones
A “pivot,” as opposed to “throwing shit at the wall,” means that you identified what parts of the strategy have been reinforced with new evidence (the foot that remains planted) and which have been invalidated, and replaced by what precisely...
By Jason Cohen
Social•Feb 13, 2026
Markets Trade Transition as Central Banks Hold Steady
Pauses aren’t pivots. Central banks are holding steady, but easing remains conditional. Inflation is cooler, labor is softer, yet not weak enough to confirm a recession. Markets are trading the transition, not the destination.
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 13, 2026
Explore 100+ Years of Industry Economic Geography Data
If you are interested in over 100 years of economic history and data on these geographic trends for this industry, I have some here for you: https://t.co/kayw0VoAML
By Adam Ozimek
Social•Feb 13, 2026
China Backs Struggling Cuba Amid Looming US Showdown
As Cuba teeters on the brink of economic disaster, China promises continued support. It looks like a SHOWDOWN between the US & China might be in the cards. https://t.co/rb7Qf0CdN2
By Steve Hanke
Social•Feb 13, 2026
Prometheus Macro Impresses; Aahan Delivers Real Quant Success
This is extremely impressive. Congrats to @prometheusmacro and the clients who are using its models If you are looking for Quant Macro That Actually Works, Aahan is your guy
By Jack Farley
Social•Feb 13, 2026
High ROE Fuels Rapid Book Growth and Higher Valuations
"We have shown over the past couple of years that Return-on-Equity readings for companies are very high, and very supportive of equity prices as the high ROE promotes rapid growth of corporate book value, and consequently higher market valuations." -...
By Sam Ro
Social•Feb 13, 2026
AI’s Growth Hinges on How Hard New Ideas Become to Discover
How much economic growth will get from AI? This is massively speculative. However, in a new piece today @ngoldschlag and myself make the case we can learn something about this from an academic economics debate about whether "ideas are getting...
By Adam Ozimek
Social•Feb 13, 2026
Expensify's $3M Audit Fee Highlights Costly Compliance
Expensify paid $3M in audit fees in 2024. Insane. They had 115 employees and $140M of revenue...They are not complicated. The auditors could have literally redone the books for that much. Hope AI drives audit costs down (but not holding my breath...
By OnlyCFO
Social•Feb 13, 2026
Segmented Marketing Unlocks Hidden Revenue Growth
Customer segmentation drives growth. Many businesses ignore it and waste budget on broad marketing. Group customers by behavior, survey feedback, and purchase history. When campaigns match each segment and product decisions follow real data, sales rise. If all customers are treated the same, how...
By Ask Dr. Brown
Social•Feb 13, 2026
Founders Must Hire Themselves to Master Interview Insight
A friend asked me recently if he should use a hiring agency to scale his team faster. He's juggling inventory issues, trying to build out his creative systems, and hiring at the same time. Classic founder chaos. I told him “No, do...
By Davie Fogarty
Social•Feb 13, 2026
Labor Holds, Inflation Cools, Yen Soars Amid Crosscurrents
Resilient labor. Cooling inflation. Duration rallying. Yen surging. 130K jobs. CPI at 2.4%. 10Y yields sliding. Dollar down on the week. This isn’t a clean cycle — it’s macro crosscurrents. Full breakdown: https://t.co/vNAZw80IbE
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 13, 2026
Assume BRICS' USD‑bypass Plans Are Real; Doubt USD Stability
Remember, every utterance from BRICS & Global South regarding potential new system to bypass USD is to be treated as if already operational & making material difference. And every piece of evidence that USD system isnt going anywhere is to be...
By Brent Johnson
Social•Feb 13, 2026
Mid‑Size SaaS Growth Re‑Accelerates, Rule‑40 Slips, NDR Returns
The latest Private Company SaaS Benchmarks are here. How did 2025 finish? TL;DR: 1) Growth is (somewhat) re-accelerating between $5M–$50M ARR 2) Rule of 40 is sad between $5M–$25M ARR 3) NDR is making a quiet comeback For the full...
By CJ Gustafson
Social•Feb 13, 2026
Last Year's Job Growth Fell Below a Single Biden Month
“.. we had less job growth all of last year than we had in an average month during the Biden administration.”
By Carl Quintanilla
Social•Feb 13, 2026
Robot Money's Scale: Exciting Potential, Unsettling Unknowns
I genuinely don't think we understand the true implications of robot money at scale. Exciting. But also scary.
By Lex Sokolin
Social•Feb 13, 2026
AI Literacy Means Understanding Organizational Impact, Not Just Tools
"AI literacy isn't just about using tools - it's about understanding how AI impacts decision-making, revenue, and business processes across the entire organization." #AI #OrganizationalLearning #CIO #CHRO https://t.co/unhzqol8gL https://t.co/KzFwg120A5
By Isaac Sacolick
Social•Feb 13, 2026
Decode the LP‑GP Language Gap: Survival vs Longevity
LPs & GPs are often having the same conversation, but not speaking the same language. In my convo w/ @chudson & @miafarnham, we talked about the LP/GP “language gap.” As Charles put it: “Once you learn to decode it, it’s actually quite...
By Beezer Clarkson
Social•Feb 13, 2026
IMMX Gains Momentum as CAR‑T Landscape Heats Up
$IMMX momentum continues >Mizuho analyst initiates $14 PT >Lily acquisition of Orna Therapeutics $2.4 billion >AbbVie acquired Capstan Therapeutics $2.1 billion CAR-T heating up >Next milestone: imminent enrollment completion >Could NXC-201 be an eventual front-line therapy for AL Amyloidosis? >BLA submission projected Q3’26 https://t.co/cPpiiFHQal
By BowTiedBiotech
Social•Feb 13, 2026
Americans Foot ~90% of Trump Tariff Costs
The New York Fed announced that US businesses and consumers paid NEARLY 90% of the cost of Donald Trump’s tariffs last year. TARIFFS = A SALES TAX ON AMERICANS. https://t.co/xEEfGxreUm
By Steve Hanke
Social•Feb 13, 2026
Scaling Brands Must Eliminate Tax Inconsistencies or Face Audits
At scale, tax mistakes stop being mistakes. They become red flags. Here's what most brands don't realize: States aren't looking for perfection. They're looking for inconsistency. 🚩 When your collected tax doesn't match your filings 🚩 When registrations lag behind where you're actually...
By Chase Dimond
Social•Feb 13, 2026
Codex Cuts Code Review Time to Minutes
Head of OpenAI 's API: "Codex is really good at reviewing code. Codex reviews all of our PRs. It makes code reviews go from a 10-15 minute task to sometimes a 2-3 minute task, because you have a bunch of...
By Lenny Rachitsky
Social•Feb 13, 2026
AI-Driven Low Rates Boost Term Premium Compression, Hedge Long Bonds
A very positive setup for duration and UST term premium compression if rates are to stay low for a longer timeframe because of AI disruption. It will take time to play out but long end is well priced and...
By Ed Bradford
Social•Feb 13, 2026
Market Prices Accelerating Fed Rate Cuts Through 2026
Notably, market-implied FOMC cuts through 2026 have been increasing. Through February, Fed Fund futures have priced in another -14bps of cuts for the year - and now the most dovish outlook after CPI since Dec 3rd: https://t.co/NZF2YksrWV
By John Kicklighter
Social•Feb 13, 2026
CPI Cools to 2.4%, Fed Eyes Jobs as Unemployment Falls
US #CPI inflation figures came in line with expectations of a pace cooling. Headline dropped from 2.7% to 2.4% while core eased 2.6% to 2.5%. This does shift priority towards employment in the Fed's dual mandate but the jobless rate...
By John Kicklighter
Social•Feb 13, 2026
OneWeb Boost
.@EutelsatGroup: OneWeb rev up 59.7% in 6M to Dec. 31; 600 aircraft have our connectivity hardware; hosted payloads, ground segment seen as fresh revenue sources; cancelling @Thales_Alenia_S GEO sat saves EUR 100M in capex, costs 60M in impairment charges.https://t.co/f8cngyWfes https://t.co/iWpscm5aIi
By Peter B. de Selding
Social•Feb 13, 2026
AI‑driven Spending Masked Recession; Recovery Now Emerging
With this week's jobs revisions, my framework of a main street recession happening last spring that was papered over by large AI capex and top percentile income earners spending like mad makes more sense. And now IMO we're coming out the...
By Felix Jauvin
Social•Feb 13, 2026
9 Unvarnished Cybersecurity Truths CIOs Must Confront
Beyond the Hype: 9 Cybersecurity Realities CIOs Must Face at RSAC 2026 #CIO #Cybersecurity #RSAC #RSAC2026 #AI https://t.co/l36K8t0RcX
By Tim Crawford
Social•Feb 13, 2026
Critique without Solutions: The Missing Piece
“My friends tell me that I have a tendency to point out problems without offering solutions, but they never tell me what I should do about it.” Daniel Gilbert, Stumbling on Happiness https://t.co/1nPRmS83u4
By Dan Rockwell
Social•Feb 13, 2026
CPI Cool, but Data Gaps Mask True Inflation
The CPI data came in cooler than expected, which is always welcome. The headline is obscuring some of the underlying inflation due to the loss in data associated with the government shutdown. The overall index posted its coolest reading since...
By Diane Swonk
Social•Feb 13, 2026
Inflation Stays Low as Money Supply Grows Below Golden Rate
US's CPI inflation rate comes in at 2.4%/yr in January. The US money supply (M2) has been growing BELOW Hanke's Golden Growth Rate of ~6.3%/yr, a rate consistent with hitting the Fed's 2%/yr inflation target, since April 2022. THE INFLATION STORY =...
By Steve Hanke
Social•Feb 13, 2026
AI‑First SaaS Lacks Playbook, Creating New Opportunities
No playbook yet for building an AI-first SaaS company — and that’s the opportunity. Episode 232 of The SaaS CFO Podcast with Ben Winter 👇 https://t.co/0CcjGEIVb9 #SaaS #AI https://t.co/62OFBrvp7A
By Ben Murray
Social•Feb 13, 2026
Founders Should Solve Problems They’ve Lived Through
"Build something people want." Focus on solving real problems for your customers. It's best when founders have actually lived the problem.
By Gale Wilkinson
Social•Feb 13, 2026
Warp-Speed Growth Demands Zero Friction to Value and Scale
Going from 0-100M in 5 years used to be called hypergrowth. In the AI era, that’s SLOW. The new standard is going from 0-100M in 12 months or less. I call this WARP speed. Companies that have scaled at WARP...
By Wes Bush
Social•Feb 13, 2026
Coach Nateoats Uses Stoic Wisdom to Build Team Resilience
Shoutout to Coach nateoats for recommending ‘The Obstacle Is The Way’ to his players. Means a lot to see these ideas being used where resilience, discipline, and teamwork matter most. Hope it helps them face adversity the right way.
By Ryan Holiday
Social•Feb 13, 2026
Five Tech Giants' 2026 Capex Beats Global Oil‑Gas Average
Something scary for Friday the 13th. The planned 2026 CAPEX budgets for just 5 big tech firms in 2026 is larger than the average GLOBAL oil & gas capex between 2022-2025. 🤯🤯🤯🤯 https://t.co/WfwKC00YCY
By T. Mason Hamilton
Social•Feb 13, 2026
Add 30% Detail to Make Financial Models Credible
Your Model is 70% There. Here's What's Missing. Most VPs of Finance I work with have a solid financial model. P&L looks good. Balance sheet ties out. Cash flow makes sense. But when the board starts asking harder questions, the model falls short. "What...
By YourCFOGuy
Social•Feb 13, 2026
S&P Erases Almost All 2026 Gains Amid AI Hype
Forget Trump's AI HYPE. The S&P Index has now given up nearly all its 2026 gains. https://t.co/GAL0TbU7KG
By Steve Hanke
Social•Feb 13, 2026
Data Hints at First Post‑WWII US Soft Landing
After this week's employment & inflation data it is starting to look like the elusive soft landing may finally happen. Would be the first indisputable US post-WW II soft landing. We've had false hopes before dashed by the underlying economic dynamics &...
By Jason Furman
Social•Feb 13, 2026
Bloomberg's Russia Dollar Rumor Likely Misleading, Says Hanke
Yesterday, Bloomberg reported that Russia is considering a re-entry into the US dollar system. Bloomberg's report created quite a stir. RELAX, HANKE'S 95% RULE = 95% OF WHAT YOU READ IN THE PRESS IS EITHER WRONG OR IRRELEVANT. https://t.co/8E7OK7Zm1t
By Steve Hanke
Social•Feb 13, 2026
Talent Industry Prioritizes Optics Over Reasonable Judgment
Should a guy lose his company because he sent flirty emails 20 years ago? Clearly no. But in the talent business, optics can matter more than reason. ⬇️⬇️ https://t.co/BOp7Xmhkrh
By Matthew Belloni
Social•Feb 13, 2026
Stop AI FOMO: Prioritize Vision, Roadmaps, Measurable Goals
Spinning up just one more AI pilot without clear business problems and success measures only adds to AI debt. The hard and necessary shift is from FOMO projects to vision statements and roadmaps. #AI #CIO https://t.co/VtuS5rQ0ZG
By Isaac Sacolick
Social•Feb 13, 2026
AI Cuts Months of Design Work to Hours
1.5 years ago, I spent an entire month designing Theanna from idea to... design. (just design) Last night, I used Claude Code to design and implement a front end for a brand new feature, generate Linear tickets, and assigned to a...
By Nomiki Petrolla
Social•Feb 13, 2026
January 2026 Defies Post‑COVID Seasonal Inflation Surge
Ever since COVID, the start of the year has seen hot inflation prints, because residual seasonality pushed up inflation in the first quarter. That isn't the case in Jan. '26 and I think that holds a warning for those forecasting...
By Robin Brooks
Social•Feb 13, 2026
Core CPI Spikes in January, Steadies at 2.5% Yearly
Core CPI inflation rose during the month of January. But it fell and was relatively muted over longer periods of time--although still some concern the numbers a bit lower due to shutdown-related quirks. Annual rates: 1 month: 3.3% 6 months: 2.5% 12 months: 2.5%
By Jason Furman
Social•Feb 13, 2026
Incentives Keep Frontier AI Labs Private, Excluding Public Investors
it's deeply unfortunate that incentives have aligned such that all these frontier AI labs and other tech companies are way better off staying private and the general public cannot invest in them despite desperately wishing they could.
By Harrison Kinsley
Social•Feb 13, 2026
Align Your Messaging Cascade to Unlock Pipeline Growth
SaaS CMO: “How do we get more pipeline?” Me: “First, fix your messaging cascade.” Here’s where most teams go wrong: 1. Scattered messaging. Every channel says something different. 2. No clear core message. ICP’s pain point and your unique solution...
By devbasu
Social•Feb 13, 2026
Validate Early, Build Moat Before Hype-Driven Launch
From now on, hype-centric splashy launches will likely be strongly uncorrelated with success. If by the time you launch you don’t have escape velocity, you will likely get Sybil attacked¹. Agents will spin up 10 competing products with your same interface. Start...
By Guillermo Rauch
Social•Feb 13, 2026
Tariffs Drove Inflation; Rate Now Irrelevant, CPI Lagging
The scary part is tariffs HAVE increased inflation. The lagging and imputed portions of CPI are the only remaining sources of inflation. We may get a hit from oil some day, but inflation RATE is no longer the problem. And...
By Michael Green