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

Global Intelligence Journal

FEB 12, 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

It’s been a day of mixed signals and fossil fuels: while the White House ordered the Pentagon to go vintage by prioritizing coal-generated power, Congress surprisingly voted to play nice with the neighbors, blocking tariffs on Canada in a rare bipartisan rebuke.

Wall Street couldn't quite decide if it was celebrating or panicking—stocks wobbled on tech jitters despite a solid jobs report, while Bitcoin briefly mooned past $70,000 before remembering gravity exists.

Elsewhere, the FAA shut down El Paso’s airspace over what turned out to be a laser-pointer panic, and Russia is evacuating tourists from Cuba’s deepening fuel crisis.

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 →

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

▲ 2.5%
INTC
Intel Corporation
$48.29
+$1.16
▲ 1.6%
WMT
Walmart Inc.
$128.77
+$2.07
▲ 0.8%
NVDA
NVIDIA Corporation
$190.05
+$1.51

Top Losers

▼ 4.4%
CRM
Salesforce Inc.
$185.00
-$8.45
▼ 3.2%
NFLX
Netflix Inc.
$79.62
-$2.59
▼ 2.8%
ADBE
Adobe Inc.
$257.16
-$7.51

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: $620,612 Velocity: 0.7x
24h Vol: $41,392 Velocity: 0.5x

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: No $50,813 Feb 9, 8:10 PM Top Trader
#3
Bet: No $45,733 Feb 11, 5:00 PM Top Trader
#4
Bet: No $37,320 Feb 12, 9:34 AM Top Trader
#5
Bet: Yes $33,299 Feb 10, 9:27 PM Top Trader

Market of the Day

Market of the Day

While Congress passed a bill to fund most of the government earlier this month (ending the Jan 31–Feb 3 shutdown), they only kicked the can down the road for the Department of Homeland Security. That stopgap measure expires tomorrow, and negotiations have completely stalled over immigration enforcement.

Here are the headlines driving that 85% spike:

"DHS Funding Set to Expire Friday as Talks Collapse" – The temporary continuing resolution (CR) for the Department of Homeland Security runs out at midnight on Feb 13, and there is currently no deal to extend it.

"Democrats Draw Red Line on ICE Restrictions" – Following the shooting of Alex Pretti by federal agents in Minneapolis, Senate Democrats are refusing to pass any DHS funding that doesn't include strict new guardrails on ICE (e.g., warrants for home entry, no enforcement near schools).

"GOP Rejects 'Sanctuary' Demands, Risking Partial Shutdown" – Republicans are holding firm against these restrictions, calling them non-starters. With the parties "very far apart" and less than 24 hours to go, traders are pricing in a high probability of a lapse.

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