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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 17, 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

Geneva is currently the world’s most awkward waiting room, hosting both US-Iran nuclear talks—where Jared Kushner is mediating indirectly via Oman—and Ukraine-Russia peace negotiations, which Moscow prefaced by launching a "diplomatic" volley of 150 drones at Kyiv.

While diplomats struggle for traction, the corporate world saw a swift exit: Hyatt Executive Chairman Tom Pritzker checked out after 24 years, citing "terrible judgment" over newly revealed emails with Jeffrey Epstein.

In finance, the "soft landing" is looking softer with US inflation cooling to 2.4%, yet Wall Street is grumpy as Nvidia and Apple tumbled on fears that the AI gravy train is slowing down. Meanwhile, British bankers are plotting a Brexit from American payments, meeting this week to build a domestic rival to Visa and Mastercard just in case President Trump decides to turn off the financial tap.

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
21%
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.

▼ 17.0%
US forces in Gaza before 2027? (Yes 34%)
24h Price Movement

Stock Market Movers

Top gainers and losers from yesterday's trading session.

Top Gainers

▲ 1.7%
AAPL
Apple Inc.
$260.20
+$4.42
▲ 1.3%
V
Visa Inc.
$318.14
+$4.06
▲ 1.2%
JPM
JPMorgan Chase
$306.24
+$3.69

Top Losers

▼ 4.7%
AMD
Advanced Micro Devices
$197.50
-$9.82
▼ 4.0%
ORCL
Oracle Corporation
$153.72
-$6.42
▼ 3.6%
TSLA
Tesla Inc.
$402.22
-$15.22

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.

Finance
Rating:  A Side:  No Odds:  93.5%
ROI:  7.0% APY:  87.5%

Emerging Markets

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

24h Vol: $11,181 Velocity: 0.9x
24h Vol: $11,454 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: No $58,080 Feb 16, 8:47 PM Top Trader
#3
Bet: Over $39,194 Feb 17, 4:09 AM Top Trader
#4
Bet: Under $32,000 Feb 14, 6:53 AM Top Trader
#5
Bet: No $27,090 Feb 17, 10:47 AM Top Trader

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

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