In partnership with

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

Global Intelligence Journal

FEB 18, 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

On the global stage, U.S.-Iran nuclear talks have kicked off in Geneva with President Trump claiming "indirect" involvement, while Iran's Supreme Leader casually took to social media to threaten U.S. warships—a diplomatic strategy that certainly keeps everyone on edge.

Up north, Canada just deployed dealmaking businessman Mark Wiseman as its new ambassador to Washington to navigate an obstacle course of fresh tariff and annexation threats. Meanwhile, over in the financial realm, Wall Street is suffering from a severe case of AI whiplash; investors are sweating over the billions poured into the sector, torn between fears that artificial intelligence will eat their profit margins or simply fail to deliver, which has led to a tech-stock selloff while the broader market treads water.

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.

Stock Market Movers

Top gainers and losers from yesterday's trading session.

Top Gainers

▲ 2.4%
NVDA
NVIDIA Corporation
$189.34
+$4.37
▲ 2.1%
AMZN
Amazon.com Inc.
$205.44
+$4.29
▲ 1.7%
DIS
Walt Disney Company
$107.25
+$1.81

Top Losers

▼ 2.0%
AMD
Advanced Micro Devices
$199.05
-$4.03
▼ 0.6%
BRK.B
Berkshire Hathaway
$500.25
-$3.16
▼ 0.6%
PG
Procter & Gamble
$158.64
-$0.91

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:  98.7%
ROI:  1.4% APY:  27.7%

Emerging Markets

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

24h Vol: $11,982 Velocity: 0.6x
24h Vol: $245,156 Velocity: 0.6x

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 $183,046 Feb 17, 11:11 PM Top Trader
#2
Bet: Yes $58,605 Feb 16, 4:04 AM Top Trader
#3
Bet: No $27,090 Feb 17, 10:47 AM Top Trader
#4
Bet: No $33,717 Feb 17, 7:31 PM Top Trader
#5
Bet: Yes $32,364 Feb 18, 5:39 AM Top Trader

Market of the Day

Market of the Day

The recent spike to 31% reflects the heightened brinkmanship and fragility surrounding the ongoing nuclear talks in Geneva. Although diplomats are at the table, negotiations are heavily strained by rigid "red lines," including U.S. demands that Iran limit its ballistic missiles and cut support for regional proxy groups.

Prediction market traders are actively pricing in the risk of a diplomatic collapse, fueled by President Trump's warnings of "steep" consequences if a deal isn't reached and the continued presence of a massive U.S. naval armada in the Persian Gulf. Furthermore, Iran's recent live-fire drills in the Strait of Hormuz and new warnings from the Taliban that they might assist Tehran in the event of a conflict have injected fresh volatility, driving up the perceived probability of a U.S. strike as traders hedge against the talks falling apart.

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.

Wake up to better business news

Some business news reads like a lullaby.

Morning Brew is the opposite.

A free daily newsletter that breaks down what’s happening in business and culture — clearly, quickly, and with enough personality to keep things interesting.

Each morning brings a sharp, easy-to-read rundown of what matters, why it matters, and what it means to you. Plus, there’s daily brain games everyone’s playing.

Business news, minus the snooze. Read by over 4 million people every morning.