#NFP tomorrow. After yesterday's verbal managing of expectations from Hassett and Miran. Will NFP hit 23K ? 15K ?

A dirty little secret that the Russiaphobes in London keep under the rug: RUSSIA’S ECONOMY IS OUTPACING THE UK’S. SANCTIONS = BACKFIRE = RARELY WORK. https://t.co/FLcUb0QXGw
Thanks for resurfacing this, Dimitry Gershenson 🙏 ❤️ So much has changed since we put this together in 2023 (i.e. AI dominating the startup ecosystem) but also, not much has changed (i.e. the importance of asking "why now?").

$40K profit for helping people stop scrolling. Live on @acquiredotcom: screen time app that automatically boots users out when their timer runs out. > $48K TTM revenue > $40K TTM profit > 500+ paying users Full listing: https://t.co/iTEIt81XrI https://t.co/vb6LdS8811
What do I believe that few other people believe yet? Startups can and will be 10x bigger YC’s role to make that happen. We're the tree of prosperity: minting more great founders so that both the mega-platforms and the boutiques have...
5 reasons why a Stocks & Shares ISA is the best way to build wealth in the UK 🇬🇧 1. Easy to open in minutes 2. You choose how much to invest 3. Access to global ETFs & funds 4. Withdraw anytime, no lock...
Distinguished Columbia Univ. Professor Jeff Sachs on Venezuela: “The will to run Venezuela other than maybe in Marco Rubio's and Donald Trump's head is zero in the United States… a year from now, Venezuela is a forgotten issue in the United...
anyone with theories on how software teams will evolve? today: 1 eng, 1 PM, 1 designer (EPD) tomorrow: 10 PMs who vibe code all day + 1 eng architect (the architect creates the scaffolding and writes adversarial agents to manage tech debt, security, scalability issues) Thoughts?
We have a new report out today, "Bayes and Base Rates: How History Can Guide Our Assessment of the Future." -We place projected sales growth rates of some artificial intelligence (AI) businesses in the context of history. - We review...

OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P 500, Bitcoin, Software + Korean stocks & more Apple🔊https://t.co/bNqmCOVqMV Spotify📽️https://t.co/mnN6Dn02hi 1/3 https://t.co/U3F0Pxojhy
I'm trying something new: Video essays exploring recent economic developments. There's... a lot to talk about these days. Here's the first one: Thoughts on Trump, the BLS, and the new BLS Commissioner. Spoiler: This is a good news story. https://t.co/M4NltoNXJR
Software valuations are falling which means 409As that are getting updated now will fall too. Should you reprice underwater stock options? Here is everything to consider: https://t.co/VumYhlVzRr
If you lead a finance, sales, service, or ops team and you're still trying to figure out where agentic AI fits, this is the room you want to be in. I'm keynoting at Microsoft Times Square on Feb 26 with...
Entrepreneurs: private equity firms OVERVALUED SaaS companies during 2020-21. NOW, those “overvalued” companies are getting marked down 30-60% 🤯 If you’re an investor = BUY distressed assets LOW If you’re a startup founder = CASHFLOW CASHFLOW

The 'sell America' trade pressure seems to be picking up again. The SPX-VEU (rest of world equity ETF) ratio is the lowest since April 22nd. A little further and it is a two year low. Adding the DXY Dollar Index in for...
Out of all the things we've shipped recently, this one has been my biggest wow moment. Instant feedback from any type of user... → Create a persona that matches your real users and buyers. → An AI agent takes on...
"So what does the job market data say to you?" "It says that we're underperforming right now... The thing that matters most to people's lives is the unemployment rate. Can you find work? And that was as low as...

The headlines from the UAE always scream “Hot Growth.” But when compared to its arch-rival, Saudi Arabia, the UAE looks dreadful. Since 2008, the UAE’s GDP per capita shrank while the Kingdom’s grew modestly. https://t.co/aXuH6QU5nj

About 65% of $SPGI's (down >20% over past month) pre-tax earnings come from ratings & indices. The potential challenge that AI poses to S&P's analytics/consulting/intel business is something I get. But I don't understand AI's bear case for ratings & indices,...

When @benfrancis was first building @gymshark , he was encouraged to expand its product range to reach a broader audience. More appeal equals more growth, right? They found the opposite. Growth isn’t always about adding more. Sometimes it’s about becoming lethal...

Mexico’s inflation rate is ON TARGET at 3.65%/yr Mexico’s money supply (M4) is growing at 7.91%/yr, WITHIN Hanke's Golden Growth Rate of ~7.3%-9.3%/yr, a rate consistent with Mexico’s 2%-4%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/4w05Yr94Mz
When was the last time you were excited to buy a pre-AI SaaS tool? When was the last time you felt like you were overpaying on a renewal for a pre-AI SaaS tool, and thought about cancelling? Hence, the markets
This take might age like milk, but I'm calling it: the tech CEOs might move their domicile to other states for tax reasons, but they will keep their teams in California. The chicken-and-egg of talent density is so difficult to replicate...
I keep playing through the potential outcomes over the coming months and I have a very difficult time painting a bull case for the dollar. I expect: 1. Monetary policy divergence widens (more dovish US vs RoW/Japan) 2. Capital flight risk as...
Exclusive: @candlemedia sells ATTN: back to founders Matthew Segal & Jarrett Moreno —Candle will maintain a minority stake —Segal and Moreno acquiring majority stake alongside a new investor group that includes Shari Redstone, Paul Wachter & more @axios https://t.co/MvQQNtTm26
We’re about to be flooded with: – average MVPs – look-alike products – tools with no point of view – software that works but doesn’t matter What actually wins now isn’t speed to “something.” Today, anyone can prompt their way...
NEW: #Paramount updates hostile takeover bid for @WBD —Will pay the $2.8 billion termination fee WBD would owe Netflix if deal collapsed —Will pay a $0.25 per share "ticking fee," to WBD shareholders for each Q transaction has not closed after...
Bad retail sales, falling wage growth and now Hassett and Navarro comments implying bad NFP tomorrow...

Stripe is in talks to launch a tender offer that could value the payments company at more than $140 billion, Axios Pro has learned from multiple sources. https://t.co/ZdKZhv7qn6 https://t.co/uSM0o6lKUo
Making $1 beats planning to make $1M and doing nothing. Seen this too many times with aspiring founders.
I've been doing analytics for 14+ years. And I'm a Microsoft Excel MVP. It's 2026 and top Excel users know better than making this mistake: Ignoring Python. Because Copilot in Excel uses Python to work it's magic with your data. Even if it doesn't tell...
"The US stock market, while it looks strong, is actually much weaker than almost any other industrialized country.... So while we're doing well… everyone else is doing even better." https://t.co/7KavXe5LXh
Airwallex just crossed a $1B rev run rate and feels like no one talked about them until late last year. Crazy.

I talk with a lot of founders who want to go to market on @acquiredotcom unprepared to save some time and see if it's worth it. The problem with this is how buyers evaluate startup acquisition opportunities. Most will require and expect,...
Federal law offers workers covered by the NLRB the right to engage in a wide range of collective action about their working conditions, with or without a union. But NLRB’s enforcement arm now says SpaceX workers are under purview of...

Greenback Consolidates after Yesterday's Shellacking: After yesterday’s sharp losses, the US dollar is mostly consolidating with a firmer bias against the G10 currencies. The yen is the exception. The unexpected post-election gains have been extended… https://t.co/s4awtQJ5o7 https://t.co/Xlf89Ydd1E
When the ground starts shaking, FP&A doesn’t break at the spreadsheet. It breaks at the table—when the forecast is “locked.” Sahil Kamani and Pablo Gómez Valle unpack judgment under pressure. What disappears first: challenge, range, or time? 🔗 https://t.co/TeOVII8YZf #fpatrends https://t.co/Z7EzyDozdi
That little market freakout is a real mechanism: if AI makes it cheap to do what a vendor used to sell you, the vendor’s future profits fall—even as the rest of us get more productive. https://t.co/HE7npk5km7
Flo Crivello , founder of Lindy told me he gave early users a product that was oily, half-broken, and rough around the edges. His no-code AI automation platform wasn't ready. Not by traditional standards. The first people through the door...
Gold is back above $5,000. The rise in gold is one manifestation of the debasement trade, which is about markets seeking safe havens from debt monetization. Big thanks to @DavidWestin from @BloombergTV for all the right questions and a great...
#Alphabet sterling bond raises a record £4.5 bn, with £24 bn in bids. They may start borrowing on behalf of Bessent if it continues like this $GOOG

The greenback is a little firmer against the G10 currencies but the yen as it consolidates yesterday's sharp losses. JGB yields are softer. Meanwhile this could be only the 2nd session since mid-Jan that the US 10-year yield...

The Dollar versus EM today is down to a new low, which is below its level 2 weeks ago at the height of Greenland headlines. It's the Dollar versus EM you want to watch for future direction. The signal it's...

POC2026 Verdict: The industry pivot from price-driven growth to yield-driven value. Fixed Land —► Capacity Ceiling Efficiency Gains —► Margin Defense Based on current analyst consensus and preliminary sentiment from POC2026 (Day 1), the market is pricing in a...
Most cold connection requests say NOTHING. 2 ways to fix this: 1. Don't send a message (let your profile talk) 2. Send something relevant Both take seconds. Neither is ingenuine.

Emmanuel Macron: « Now is the time for the EU to launch a joint borrowing capacity, through eurobonds. » https://t.co/NqqbjjecXk

Most solopreneurs don’t fail because their product is bad. They fail because they build things nobody wants. If you start with “what should I build?”, you’re already late. Comment “YES” if this hit home.

Khazanah just dropped their 2026 Annual Review today, February 10, 2026. And the numbers signal a massive shift in Malaysia’s capital trajectory. If you’re tracking the Ekonomi MADANI agenda or the RM100 billion GEAR-uP initiative, this is the breakdown you need. ↓↓↓
If you have a side project, share below. I'll retweet some interesting ones to give you more attention 😄 I'll do this every month to encourage more people to build side projects and escape 9-5.
Stock markets may sour if this week’s US economic data casts doubt on Fed rate cut speculation. #stockmarkets #Fed #Economy #InterestRates #USD #Macro #trading https://t.co/ZEfchApMC0