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

Global Intelligence Journal

FEB 13, 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 were hoping for a quiet Friday, the news cycle had other plans. While U.S. inflation finally decided to behave—cooling to an annualized 2.4%—global markets are currently hyperventilating over a potential AI bubble pop, sending tech stocks (and Pinterest, specifically) tumbling down faster than a skier at the Winter Olympics.

Speaking of downhill slides, a top Goldman Sachs lawyer abruptly resigned over Epstein ties, just as the Trump administration rolled back key climate change findings—presumably deciding that "hot" is better applied to stock tips than the planet.

Elsewhere, Bangladesh voted in a new government, Kim Jong Un is hard-launching his daughter as his successor, and the DHS is staring down a shutdown.

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
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

▲ 2.1%
CRM
Salesforce Inc.
$189.32
+$3.89
▲ 1.1%
PFE
Pfizer Inc.
$27.78
+$0.31
▲ 1.1%
DIS
Walt Disney Company
$103.51
+$1.13

Top Losers

▼ 2.0%
INTC
Intel Corporation
$45.53
-$0.95
▼ 1.4%
NVDA
NVIDIA Corporation
$184.29
-$2.65
▼ 1.3%
META
Meta Platforms Inc.
$641.35
-$8.46

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:  Yes Odds:  92.5%
ROI:  8.1% APY:  89.7%

Emerging Markets

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

24h Vol: $177,492 Velocity: 0.8x
24h Vol: $912,443 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 $190,031 Feb 13, 10:37 AM Top Trader
#2
Bet: No $114,886 Feb 9, 10:08 PM Top Trader
#3
Bet: No $50,813 Feb 9, 8:10 PM Top Trader
#4
Bet: No $45,733 Feb 11, 5:00 PM Top Trader
#5
Bet: No $33,500 Feb 13, 7:48 AM Top Trader

Market of the Day

Market of the Day

Employment Surprise (The Big Jolt): The January 2026 jobs report was a scorcher. The U.S. economy added 130,000 jobs (smashing the 70,000 forecast), and unemployment dipped to 4.3%. The labor market basically looked at the recession fears and laughed, convincing traders the Fed has zero reason to rush a rescue cut. Sticky Inflation: Inflation decided to loiter rather than leave. January CPI came in at an annualized 2.4% (above the Fed’s 2% target), with Core PCE stuck at 2.8%. Markets realized that "mission accomplished" is still a ways off, killing the vibe for a March cut.

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