In partnership with

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

Global Intelligence Journal

FEB 16, 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

If you thought the US Government shutdown over DHS reforms was the weekend’s biggest mess, you clearly haven’t looked at Amazon’s stock chart. While Congress spent the weekend deadlocked on immigration and “voter ID” battles, the tech sector continued its own slump, proving that even a $200 billion AI gambling addiction can’t buy a green candle.

Meanwhile, Iran and the US are awkwardly flirting with nuclear talks in Geneva, and Secretary of State Marco Rubio spent the weekend at the Munich Security Conference trying to convince Europe that "America First" doesn't mean "America Alone."

Macro Signal

Live odds from Kalshi & Polymarket
Recession
22%
Moderate
Rate Cuts
2.2
Next 6 Mo
Midterms
47%
D-House, R-Senate
CPI Forecast
2.7%
Dec 2025
AI Bubble Burst
19%
Dec 2026

From The Research Desk

Russia-Ukraine Ceasefire Markets: Term Structure Overpricing and Battlefield Reality Check
By Tyler James Webber • Politics • 7 min read

Executive Summary Position. BUY NO on ceasefire by June 30 at 24%. BUY NO on ceasefire by Dec 31 at 43%, lower conviction. - Ceasefire by June 30: market 24%, fair value 16-20%, edge +4-8pp. Five independent signals converge on overpricing: decomposi...

Keep Reading on FlowFrame →

Breaking Markets

The biggest movers in the last 24 hours. These markets are seeing dramatic price swings.

Stock Market Movers

Top gainers and losers from yesterday's trading session.

Top Gainers

▲ 3.1%
PYPL
PayPal Holdings
$40.29
+$1.21
▲ 3.0%
DIS
Walt Disney Company
$105.45
+$3.07
▲ 2.5%
CSCO
Cisco Systems
$76.85
+$1.85

Top Losers

▼ 3.1%
V
Visa Inc.
$314.08
-$10.10
▼ 2.3%
AAPL
Apple Inc.
$255.78
-$5.95
▼ 2.2%
NVDA
NVIDIA Corporation
$182.81
-$4.13

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.

Emerging Markets

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

24h Vol: $10,784 Velocity: 0.9x
24h Vol: $20,655 Velocity: 0.8x

Smart Money Activity

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

#1
Bet: Yes $58,605 Feb 16, 4:04 AM Top Trader
#2
Bet: Under $32,000 Feb 14, 6:53 AM Top Trader
#3
Bet: Down $29,970 Feb 16, 9:20 AM Top Trader
#4
Bet: Down $29,928 Feb 16, 10:25 AM Top Trader
#5
Bet: Aurora Gaming $26,272 Feb 16, 11:11 AM Top Trader

Market of the Day

Market of the Day

Congress has left town: Both the House and Senate are in recess until February 23, meaning no deal is imminent.

Diplomatic Fallout: The shutdown forced a US congressional delegation to cancel their trip to the Munich Security Conference, leaving Secretary of State Marco Rubio to reassure European allies solo.

In short: Democrats are trying to defund the DHS to force police reform, but because Republicans already pre-funded the police, the only people losing money are the ones checking your luggage at the airport.

Full Analytics Dashboard

View Dashboard →

Follow @flowframe_ on 𝕏

flowframe.xyz · est 2025

You're receiving this because you subscribed to FlowFrame's daily newsletter.

Unsubscribe

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

Free, private email that puts your privacy first

A private inbox doesn’t have to come with a price tag—or a catch. Proton Mail’s free plan gives you the privacy and security you expect, without selling your data or showing you ads.

Built by scientists and privacy advocates, Proton Mail uses end-to-end encryption to keep your conversations secure. No scanning. No targeting. No creepy promotions.

With Proton, you’re not the product — you’re in control.

Start for free. Upgrade anytime. Stay private always.