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FlowFrame Global Intelligence Journal
Vol. 1, No. 42 New York • London • Tokyo $0.50
Headline by FlowFrame

Global Intelligence Journal

FEB 10, 2026

Good morning!

While you were sleeping, the prediction market whales were busy. Here's what the smart money is betting on, plus today's top bond picks across sports, finance, politics, and tech.

News Briefing

The Dow Jones finally claimed the 50,000 psychological milestone yesterday, closing at a record 50,135.87. While the headline belongs to the index, the muscle came from Oracle (+9.6%) and Nvidia, highlighting a market that remains heavily concentrated in a few high-performing tech names.

This optimism was sharply contrasted by Stellantis, which saw its stock crater 24% following a massive €22 billion writedown, a stark reminder of the financial friction in the EV transition.

On the political front, President Trump used a Fox Business interview to clear the path for Fed nominee Kevin Warsh, labeling his 2017 decision to pass over Warsh for Jerome Powell as a "really big mistake." With the Super Bowl in the rearview and the Seattle Seahawks celebrating, the focus shifts back to the Fed's future and whether the tech-driven rally has the legs to sustain this new 50k floor.

Macro Signal

Live odds from Kalshi & Polymarket
Recession
22%
Moderate
Rate Cuts
2.2
Next 6 Mo
Midterms
46%
D-House, R-Senate
CPI Forecast
2.7%
Dec 2025
AI Bubble Burst
20%
Dec 2026

From The Research Desk

Best Actor At 2026 Oscars: Why Betting on Timothée Chalamet at 77% Is the Smartest Oscar Play
By flowframe Research • Culture • 5 min read

Why Betting on Timothée Chalamet at 77% Is the Smartest Oscar Play The Kalshi market for Best Actor at the 2026 Oscars prices Timothée Chalamet at 77% to win for Marty Supreme. Leonardo DiCaprio sits at 10%, Michael B. Jordan at 9%. Those odds aren't...

Keep Reading on FlowFrame →

Stock Market Movers

Top gainers and losers from yesterday's trading session.

Top Gainers

▲ 2.9%
NFLX
Netflix Inc.
$83.85
+$2.38
▲ 2.4%
DIS
Walt Disney Company
$109.72
+$2.59
▲ 2.1%
PYPL
PayPal Holdings
$42.02
+$0.87

Top Losers

▼ 2.9%
INTC
Intel Corporation
$48.79
-$1.45
▼ 2.2%
GOOGL
Alphabet Inc.
$317.14
-$7.18
▼ 0.3%
NVDA
NVIDIA Corporation
$189.38
-$0.66

Today's Top Pick

Our highest-rated opportunity of the day. Each pick is rated AAA-A based on liquidity, probability, and smart money activity.

Politics
Rating:  A Side:  No Odds:  97.2%
ROI:  2.9% APY:  21.4%

Emerging Markets

Markets gaining rapid traction with high volume velocity. These unrated markets show accelerating interest.

24h Vol: $19,494 Velocity: 0.7x
24h Vol: $25,335 Velocity: 0.7x

Smart Money Activity

When traders put serious money on the line, we pay attention. Significant whale bets from the past 24 hours.

#1
Bet: No $114,886 Feb 9, 10:08 PM Top Trader
#2
Bet: Yes $59,678 Feb 6, 7:47 PM Top Trader
#3
Bet: EDward Gaming $23,953 Feb 10, 5:43 AM Top Trader
#4
Bet: No $23,137 Feb 9, 3:56 PM Top Trader
#5
Bet: No $21,406 Feb 6, 8:57 PM Top Trader

Market of the Day

Market of the Day

The "Red Line" Rumble: Unconfirmed reports surfaced late Monday that the IAEA has detected uranium enrichment levels at Fordow nearing "weapons-grade," prompting the White House to issue a statement that "all options are back on the table"—a phrase that usually translates to "buy defense stocks."

Carrier Politics: The USS Gerald R. Ford strike group was abruptly ordered to halt its scheduled port call in Naples and "remain on station" in the Eastern Mediterranean, a subtle flex that the market read as a 10% increase in kinetic risk.

The Oil/Defense Divergence: While the broader market was distracted by the Dow's 50k party, Brent Crude quietly spiked $3 to $88/barrel on fears of a Strait of Hormuz closure, and Raytheon (RTX) and Lockheed Martin (LMT) both jumped 4% in after-hours trading. Apparently, nothing says "portfolio diversification" like long-range ballistics.

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Not financial advice. Do your own research. Markets can be wrong.

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