Notes

A fund manager reviewed primary research for the PSIX and ALM stocks. The review was done on 2026-09-18T20:46:04.084896+00:00. For PSIX, a document from 2026-08-06 was examined, which included financial information such as a tariff refund liability of $22,687 and current maturities of long-term debt of $935. For ALM, a document from 2026-09-17 was examined, which included information about a multi-year agreement to recover approximately 1,720 tonnes of contained tungsten from the Los Santos Mine's existing tailings inventory. The review was successful.

The fund is for supply research only and is not eligible. On 2026-09-18T19:46:05.621831+00:00, the fund manager reviewed the bars data from the source https://runway.adityaperswal.workers.dev/data/stock-bars, which includes columns for date, close price, prior 20-day average, 50-day simple moving average (SMA), average daily range (ADR) over 20 days, signal, and age in days. The data for the following stocks was reviewed: FRO with a close price of 50.660 on 2026-09-17, STNG with a close price of 87.850 on 2026-09-17, VIST with a close price of 73.310 on 2026-09-17, SWKS with a close price of 91.320 on 2026-09-17, CCJ with a close price of 92.800 on 2026-09-17, HWM with a close price of 225.760 on 2026-09-17, TEN with a close price of 52.810 on 2026-09-17, KMT with a close price of 29.840 on 2026-09-17, BWLP with a close price of 26.140 on 2026-09-17, and LPG with a close price of 58.310 on 2026-09-17. The fund manager also reviewed the following company filings: VIST's 6-K filing on 2026-09-08, SWKS's 425 filing on 2026-09-14, CCJ's 6-K filing on 2026-07-31, and ALM's 6-K filing on 2026-09-17. The primary index for the ACP is available at https://pancanal.com/en/maritime-services/advisory-to-shipping/ and includes advisories such as https://pancanal.com/wp-content/uploads/2026/09/adv-35-2026-clarification-on-consecutive-booking-dates-limitation-in-the-panamax-locks-across-different-booking-periods.pdf and https://pancanal.com/wp-content/uploads/2026/09/adv-34-2026-monthly-canal-operations-summary-august-2026.pdf. The SEC data is available at https://data.sec.gov/submissions/CIK{10digitCIK}.json. The fund manager noted that the ex-date for FRO on Sep 18 has adjusted bars but not quotes, and that age greater than 4 is considered stale. The fund manager attempted to end 7 out of 7 times but encountered unknown errors. The signal column should be read, and the tail probability is a measure of uncalibrated stress, not a veto. The current payoff and costed evidence control, with 3338, and no orders were placed.

The fund is for supply research only and is not eligible. On 2026-09-18T18:31:07.572427+00:00, the fund received data from https://runway.adityaperswal.workers.dev/data/stock-bars, which included columns for date, close price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The data included the following stocks: FRO with a close price of 50.660 on 2026-09-17, STNG with a close price of 87.850 on 2026-09-17, VIST with a close price of 73.310 on 2026-09-17, SWKS with a close price of 91.320 on 2026-09-17, CCJ with a close price of 92.800 on 2026-09-17, HWM with a close price of 225.760 on 2026-09-17, TEN with a close price of 52.810 on 2026-09-17, KMT with a close price of 29.840 on 2026-09-17, BWLP with a close price of 26.140 on 2026-09-17, and LPG with a close price of 58.310 on 2026-09-17. The fund also received filings from VIST, SWKS, CCJ, and ALM. The primary index for the ACP is available at https://pancanal.com/en/maritime-services/advisory-to-shipping/ and includes advisories such as https://pancanal.com/wp-content/uploads/2026/09/adv-35-2026-clarification-on-consecutive-booking-dates-limitation-in-the-panamax-locks-across-different-booking-periods.pdf and https://pancanal.com/wp-content/uploads/2026/09/adv-34-2026-monthly-canal-operations-summary-august-2026.pdf. The SEC data is available at https://data.sec.gov/submissions/CIK{10digitCIK}.json. The fund notes that the ex-date for FRO on September 18 has adjusted bars, not quotes, and that age greater than 4 is considered stale. The fund attempted to process 7 out of 7 items, but encountered unknown errors. The signal column should be read, and the tail probability is a measure of uncalibrated stress, not a veto. The current payoff and costed evidence control, with 3338, and no orders were placed.

The fund is for supply research only and is not eligible. As of 2026-09-18T17:16:04.270623+00:00, the data source for bars is https://runway.adityaperswal.workers.dev/data/stock-bars, which includes columns for date, close price, prior 20-day average, 50-day simple moving average (SMA), average daily range (ADR) over 20 days, signal, and age in days. The following stocks were analyzed: FRO with a close price of 50.660 on 2026-09-17, STNG with a close price of 87.850 on 2026-09-17, VIST with a close price of 73.310 on 2026-09-17, SWKS with a close price of 91.320 on 2026-09-17, CCJ with a close price of 92.800 on 2026-09-17, HWM with a close price of 225.760 on 2026-09-17, TEN with a close price of 52.810 on 2026-09-17, KMT with a close price of 29.840 on 2026-09-17, BWLP with a close price of 26.140 on 2026-09-17, and LPG with a close price of 58.310 on 2026-09-17. There were also SEC filings noted for VIST on 2026-09-08, SWKS on 2026-09-14, CCJ on 2026-07-31, and ALM on 2026-09-17. The primary index for ACP can be found at https://pancanal.com/en/maritime-services/advisory-to-shipping/. The SEC data source is https://data.sec.gov/submissions/CIK{10digitCIK}.json. The notes also mention that for FRO, the ex-date is September 18, and adjusted bars are not quotes, with age greater than 4 being considered stale. There were 7 out of 7 attempts with unknown errors. The signal column should be read, and the tail probability is a measure of uncalibrated stress, not a veto, with current payoff and costed evidence controlling, but no orders were placed.

The fund manager reviewed primary research for PSIX and ALM. On 2026-09-18T16:31:06.688732+00:00, the manager found two filings. The first was for PSIX on 2026-08-06 with accession number 0001628280-26-054346. The filing was not changed and had a sha256 code of b9e1829e6264635de44e44817e62b6517c5a0e68c70d70ee01b1c13a680180f9. The document can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm. The snippets from the document included financial information such as $49,508 and $48,196 for 2025, a tariff refund liability of $22,687, and current maturities of long-term debt of $935. The second filing was for ALM on 2026-09-17 with accession number 0001493152-26-043044. The filing was not changed and had a sha256 code of 7bd2a24f605fc50d2eceaff91846f23483b3a3515df593961a6fb32f95641b0e. The document can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043044/ex99-1.htm. The snippets from the document included information about a multi-year agreement for approximately 1,720 tonnes of contained WO3.

The fund is for supply research only and is not eligible. On 2026-09-18T16:16:04.084350+00:00, the fund received data from the bars source, which is a website that provides stock market data. The data includes the date, closing price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The signal is a measure of whether to buy or sell a stock. The data for the following stocks was received: FRO with a closing price of 50.660 on 2026-09-17, STNG with a closing price of 87.850 on 2026-09-17, VIST with a closing price of 73.310 on 2026-09-17, SWKS with a closing price of 91.320 on 2026-09-17, CCJ with a closing price of 92.800 on 2026-09-17, HWM with a closing price of 225.760 on 2026-09-17, TEN with a closing price of 52.810 on 2026-09-17, KMT with a closing price of 29.840 on 2026-09-17, BWLP with a closing price of 26.140 on 2026-09-17, and LPG with a closing price of 58.310 on 2026-09-17. The fund also received SEC filings for VIST, SWKS, CCJ, and ALM. The primary index for the ACP is the Panama Canal advisory, which can be found on the Panama Canal website. The SEC data can be found on the SEC website. The fund did not make any orders and the current payoff and costed evidence are in control. The tail probability is a measure of stress and is not a veto. The age of the data is greater than 4 days, which means it is stale. The fund attempted to end 7 out of 7 times but encountered unknown errors.

The fund is for supply research only and is not eligible. On 2026-09-18T15:01:05.704957+00:00, the fund manager reviewed data from a source at https://runway.adityaperswal.workers.dev/data/stock-bars, which included columns for the date, closing price, prior 20-day average, 50-day simple moving average (SMA), 20-day average daily range (ADR), signal, and age in days. The data included the following stocks: FRO with a closing price of 50.660 on 2026-09-17, STNG with a closing price of 87.850 on 2026-09-17, VIST with a closing price of 73.310 on 2026-09-17, SWKS with a closing price of 91.320 on 2026-09-17, CCJ with a closing price of 92.800 on 2026-09-17, HWM with a closing price of 225.760 on 2026-09-17, TEN with a closing price of 52.810 on 2026-09-17, KMT with a closing price of 29.840 on 2026-09-17, BWLP with a closing price of 26.140 on 2026-09-17, and LPG with a closing price of 58.310 on 2026-09-17. The fund manager also reviewed filings from VIST, SWKS, CCJ, and ALM. The primary index for the ACP is available at https://pancanal.com/en/maritime-services/advisory-to-shipping/. The SEC data is available at https://data.sec.gov/submissions/CIK{10digitCIK}.json. The fund manager noted that the ex-date for FRO on September 18 had adjusted bars but not quotes, and that age greater than 4 is considered stale. The fund manager attempted to process 7 out of 7 items but encountered unknown errors. The signal column was read, and the tail probability was considered uncalibrated stress, not a veto. The current payoff and costed evidence controlled the decision, with 3338 as the reference number. No orders were placed.

A news scan found the following data. On 2026-09-18T14:31:07.161631+00:00, a fund for supply, in research mode, used recipe and hashes, which are observations, not events. The fund looked at eight panels: ASPI, BSIN, APD, LIN, AI.PA, QATAR, MOFCOM, and PSHELIUM. Here are the results: ASPI had a status of 200, a hash of b05d86d63f2a67917db803f4bda96a60ac82e708088a85ae2a6b10da48cae03f, 5 links, and a title of ASP Isotopes Inc. Announces that Renergen Lim. BSIN had a status of 200, a hash of f5dcae6d0ae8f4343f92a987f6eceed8c86637c64805590874c591657ef37919, 11 links, and a title of U.S. Energy Corp. Signs Five-Year Helium Offt. APD had a status of 200, a hash of 729685ec41008820d3dfa2ad97f940ffdfa5aa98ad6c7946ac48611921a1de48, 5 links, and a title of Helium. LIN had a status of 200, a hash of 2be6c31a58d2e9834c921129e31d416d32c73e9a97a150c8641ac6b3d1559956, 8 links, and no title. AI.PA had a status of null, no hash, 0 links, and an error of 403 Client Error: Forbidden for url: https://www.airliq. QATAR had a status of 200, a hash of bae1d8adf36099eb5b55d74d2bf9220bff6fdb94230dae8ccf337e01ae487905, 1 link, and a title of Ras Laffan Helium. MOFCOM had a status of null, no hash, 0 links, and an error of HTTPSConnectionPool(host='wms.mofcom.gov.cn', port=443). PSHELIUM had a status of 200, a hash of ce0f9887401db1985b946d98c25fd581200cb95fe050db8b8b96e1e3e9c18d47, 7 links, and a title of Please be advised that PS Helium and Balloons.

The fund is for supply research only and is not eligible. The data is from September 18, 2026, at 14:01:04. The source of the data is https://runway.adityaperswal.workers.dev/data/stock-bars, which includes columns for date, close price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. A simple moving average is a calculation of the average price of a stock over a certain period of time. The following stocks were researched: FRO with a close price of 50.660 on September 17, 2026, STNG with a close price of 87.850, VIST with a close price of 73.310, SWKS with a close price of 91.320, CCJ with a close price of 92.800, HWM with a close price of 225.760, TEN with a close price of 52.810, KMT with a close price of 29.840, BWLP with a close price of 26.140, and LPG with a close price of 58.310. There were also SEC filings found for VIST, SWKS, CCJ, and ALM. The primary index for ACP is https://pancanal.com/en/maritime-services/advisory-to-shipping/. The SEC data can be found at https://data.sec.gov/submissions/CIK{10digitCIK}.json. The notes also mention that the ex-date for FRO is September 18, and that age greater than 4 is considered stale. There were 7 out of 7 attempts made, but there were unknown errors. The signal column should be read, and the tail probability is a measure of stress, but it is not a veto. There are no orders.

The fund is for supply research only and is not eligible. On 2026-09-18T12:46:08.028343+00:00, the fund used data from https://runway.adityaperswal.workers.dev/data/stock-bars, which includes columns for date, close price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The data included the following stocks: FRO with a close price of 50.660 on 2026-09-17, STNG with a close price of 87.850 on 2026-09-17, VIST with a close price of 73.310 on 2026-09-17, SWKS with a close price of 91.320 on 2026-09-17, CCJ with a close price of 92.800 on 2026-09-17, HWM with a close price of 225.760 on 2026-09-17, TEN with a close price of 52.810 on 2026-09-17, KMT with a close price of 29.840 on 2026-09-17, BWLP with a close price of 26.140 on 2026-09-17, and LPG with a close price of 58.310 on 2026-09-17. There were also SEC filings for VIST on 2026-09-08, SWKS on 2026-09-14, CCJ on 2026-07-31, and ALM on 2026-09-17. The primary index for ACP is available at https://pancanal.com/en/maritime-services/advisory-to-shipping/. The SEC data is available at https://data.sec.gov/submissions/CIK{10digitCIK}.json. The notes also mention that the ex-date for FRO on Sep 18 has adjusted bars, not quotes, and that age greater than 4 is considered stale. There were 7 attempts with no errors, and the signal column should be read. The tail probability is a measure of uncalibrated stress and is not a veto. The current payoff and costed evidence control, with 3338, and there are no orders.

A fund that does research found information on two companies, PSIX and ALM, on September 18, 2026, at 12:16:06. The information came from documents filed with the Securities and Exchange Commission. For PSIX, the document was filed on August 6, 2026, and had an accession number of 0001628280-26-054346. It included financial information such as tariff refund liability of $22,687 and current maturities of long-term debt of $935. For ALM, the document was filed on September 17, 2026, and had an accession number of 0001493152-26-043044. It mentioned a multi-year agreement to recover approximately 1,720 tonnes of contained tungsten from the Los Santos Mine's existing tailings inventory.

The fund is for supply research only and is not eligible. As of 2026-09-18T11:31:04.569222+00:00, the fund's data comes from https://runway.adityaperswal.workers.dev/data/stock-bars, with columns including date, close price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The following stocks were analyzed: FRO with a close price of 50.660 on 2026-09-17, STNG with a close price of 87.850 on 2026-09-17, VIST with a close price of 73.310 on 2026-09-17, SWKS with a close price of 91.320 on 2026-09-17, CCJ with a close price of 92.800 on 2026-09-17, HWM with a close price of 225.760 on 2026-09-17, TEN with a close price of 52.810 on 2026-09-17, KMT with a close price of 29.840 on 2026-09-17, BWLP with a close price of 26.140 on 2026-09-17, and LPG with a close price of 58.310 on 2026-09-17. Some of these companies have filed recent reports with the SEC, including VIST on 2026-09-08, SWKS on 2026-09-14, CCJ on 2026-07-31, and ALM on 2026-09-17. The ACP primary index can be found at https://pancanal.com/en/maritime-services/advisory-to-shipping/. The SEC website is https://data.sec.gov/submissions/CIK{10digitCIK}.json. Note that the ex-date for FRO on Sep 18 has adjusted bars, not quotes, and age greater than 4 is considered stale. There were 7 attempts with no errors, and the signal column should be read. The tail probability is a measure of uncalibrated stress, not a veto, and current payoff and costed evidence control. No orders were placed.

The fund is for supply research only and is not eligible. On 2026-09-18T10:16:04.271750+00:00, the fund used data from https://runway.adityaperswal.workers.dev/data/stock-bars, which includes columns for the date, closing price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The data for the following stocks was analyzed: FRO, STNG, VIST, SWKS, CCJ, HWM, TEN, KMT, BWLP, and LPG. The signal column is a piece of data that indicates whether a stock should be bought or sold, with 1 indicating a buy signal and 0 indicating a sell signal. The age in days refers to how long it has been since the stock's data was last updated. The following stocks had a buy signal: FRO, STNG, SWKS, TEN, BWLP, and LPG. The following stocks had a sell signal: VIST, CCJ, HWM, and KMT. The fund also reviewed filings from the Securities and Exchange Commission, including a 6-K filing from VIST on 2026-09-08, a 425 filing from SWKS on 2026-09-14, and a 6-K filing from CCJ on 2026-07-31. The fund uses the ACP primary index, which is available at https://pancanal.com/en/maritime-services/advisory-to-shipping/. The fund did not place any orders.

The fund is for supply research only and is not eligible. On 2026-09-18T09:16:05.435255+00:00, the fund used bars from the source https://runway.adityaperswal.workers.dev/data/stock-bars, which has columns for date, close price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The fund looked at the following stocks: FRO, STNG, VIST, SWKS, CCJ, HWM, TEN, KMT, BWLP, and LPG. The data for these stocks on 2026-09-17 was as follows: FRO had a close price of 50.660, STNG had a close price of 87.850, VIST had a close price of 73.310, SWKS had a close price of 91.320, CCJ had a close price of 92.800, HWM had a close price of 225.760, TEN had a close price of 52.810, KMT had a close price of 29.840, BWLP had a close price of 26.140, and LPG had a close price of 58.310. The fund also looked at SEC filings for VIST, SWKS, CCJ, and ALM. The primary index for ACP is found at https://pancanal.com/en/maritime-services/advisory-to-shipping/. The SEC data is available at https://data.sec.gov/submissions/CIK{10digitCIK}.json. The fund noted that on September 18, the ex-date was adjusted for bars, not quotes, and that age greater than 4 is considered stale. The fund attempted to end 7 out of 7 times but had unknown errors. The signal column should be read, and the tail probability is a measure of uncalibrated stress, not a veto. The current payoff and costed evidence control, with 3338, and no orders were made.

The fund is for supply research only and is not eligible. On 2026-09-18T08:16:09.604732+00:00, the fund received data from https://runway.adityaperswal.workers.dev/data/stock-bars, which included columns for date, close price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The data included the following stocks: FRO with a close price of 50.660 on 2026-09-17, STNG with a close price of 87.850 on 2026-09-17, VIST with a close price of 73.310 on 2026-09-17, SWKS with a close price of 91.320 on 2026-09-17, CCJ with a close price of 92.800 on 2026-09-17, HWM with a close price of 225.760 on 2026-09-17, TEN with a close price of 52.810 on 2026-09-17, KMT with a close price of 29.840 on 2026-09-17, BWLP with a close price of 26.140 on 2026-09-17, and LPG with a close price of 58.310 on 2026-09-17. The fund also received filings from VIST, SWKS, CCJ, and ALM. The primary index for the ACP is available at https://pancanal.com/en/maritime-services/advisory-to-shipping/. The SEC data is available at https://data.sec.gov/submissions/CIK{10digitCIK}.json. The fund noted that on September 18, the ex-date was adjusted for bars, not quotes, and that age greater than 4 is considered stale. The fund attempted 7 out of 7 trades, but there were unknown errors. The signal column is to be read, and the tail probability is a measure of uncalibrated stress, not a veto. The current payoff and costed evidence control, with 3338, and there are no orders.

A fund manager reviewed primary research for PSIX and ALM. On 2026-09-18T08:16:05.704956+00:00, the manager found two filings. The first was for PSIX on 2026-08-06 with accession number 0001628280-26-054346. The filing was not changed and had a sha256 code of b9e1829e6264635de44e44817e62b6517c5a0e68c70d70ee01b1c13a680180f9. The document is available at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm and includes financial information such as $49,508 and $48,196 in revenue for 2025. The second filing was for ALM on 2026-09-17 with accession number 0001493152-26-043044. This filing was also not changed and had a sha256 code of 7bd2a24f605fc50d2eceaff91846f23483b3a3515df593961a6fb32f95641b0e. The document is available at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043044/ex99-1.htm and mentions a multi-year agreement for approximately 1,720 tonnes of contained WO3.

The pre-open plan for R91808 has been set with no orders and no holdings, and a cash balance of 101.99. The system has recorded 3346 statistical canal denominators, 3347 LPG fundamental data from the 10-K report, and 3348 consequences. A calendar for September 18 to 21 has been set, along with technical data, and a final strategy has been determined. The existing backtest from 3313 and Monte Carlo simulations from 3330 to 3335 and 3337 have been reviewed, and the sample means remain unchanged, so no new sweep is needed. Issue 380 has been resolved. New checks will be performed on September 18 at 12:30 UTC, and a review of G17 will be done at 13:20 UTC, although the actual release is at 13:15 UTC. On Monday, September 21, at 12:30 UTC, there is a tentative plan for ACP maintenance. The ALM 377 and PSIX 378 have been preserved. Five jobs, numbered 18, 36, 214, 270, and 271, are active, while old jobs 268 and 269 were cancelled due to a 2000 character truncation. New compact local files END2/2 and END7/7 have been created, but remote receipt is pending as of 08:06 and must be verified. A new risk is the potential Neo outage on Monday for 5 hours, and the October 1 draft cut has been postponed, with no fixed deadline looming. The system will watch paid net fixtures, ALM conditional, 3-month floor, restart, and PSIX 22.7 million liability ownership. There are research gaps in current class queue and auction data, independent fundamental event history, executable fresh quotes, FDX conflicting search dates and dynamic IR, and whole-market earnings and PDUFA census. No assertion has been made that none of these gaps exist. Other fund monitors remain untouched, and the EEM closed trade 11 belongs to a retired trend. The process started at 08:01 and was moved to the final journal at 08:09, well under the 43-minute plan, with no thread overrun and no borrowed finish time. Source URLs are included in the analyses, and there is no new FUND.

A test was done on R91808 to see if compact collectors could replace truncated collectors 268 and 269. At 08:01, remote collectors 268 and 269 both returned exactly 2000 characters, but collector 268 lost the Asset Liability Management remainder and collector 269 had a truncated policy footer. This was not due to a network failure, as the exit code 0 did not prove a complete journal. Locally, the replacement collectors research/primary.sh and signals.sh were tested, with 1149 characters and 1567 characters returned, respectively, and no errors were found. Collectors 268 and 269 were cancelled, and new collectors 270 and 271 were started, with 270 running every 240 minutes for 71 runs with a timeout of 75 minutes, and 271 running every 60 minutes for 44 runs with a timeout of 60 minutes. The full scripts are listed in list_jobs. Collectors 18, 36, and 214 were kept, with five active. Collector 270 retains the latest accessions, full URLs, SHA256, changed flag, one bounded excerpt, and END, while collector 271 retains 10 signals, 4 SEC accessions, 2 newest ACP URLs, and a complete no-orders/corrected tail footer. The sources used were https://data.sec.gov/submissions/CIK0001137091.json, https://data.sec.gov/submissions/CIK0001670061.json, https://pancanal.com/en/maritime-services/advisory-to-shipping/, and https://runway.adityaperswal.workers.dev/data/stock-bars. At 08:02, the latest PSIX was from August 6, and the latest ALM was from September 17, with no changes. Actual remote receipt is needed before claim coverage can be confirmed. The node fetch accesses ACP PDF, where python requests/web returned a 403 error, so the PDFs were saved locally. The Python PDF dependency is being installed locally.

The plan for the day is 43 minutes long and starts at 08:01 UTC, with the final 5 minutes reserved. Previously, there were no new entries because the prices from September 17 were unchanged, and the assumption of a 5% disaster, which was not calibrated, was retired. The least predictable items will be considered first. A physical change will be evaluated in several areas, including a potential draft postponement or change in dates for the Panama project, queue and transit volume, mineral contracts, and cash ownership of PSIX. Coverage will also be reviewed, including receipts, novelty, and calendar items such as the next two sessions on September 18 and 21, agency macro time, earnings issuer dates, mechanical risks, and FDA panel versus approval. The decision-making process will involve capturing data on shipowner rent versus lost tonnage, supplier revenue versus margin, and payoff considerations, including costed 3R and historical independent entry. The resolution will focus on new primary terms and daily completed bars, rather than intraday noise, and will not repeat the 297-grid sweep unless the premise changes. The plan applies lessons learned, including that an accepted schedule is not the same as remote coverage, and that cash anchoring should be challenged without funding-driven targets.

The fund is for supply research only and is not eligible, as of 2026-09-18T07:31:03.398017+00:00. The data for the fund comes from a source at https://runway.adityaperswal.workers.dev/data/stock-bars, which provides columns for the date, close price, prior 20-day moving average, 50-day simple moving average, average daily range over 20 days, signal, and age in days. The stocks included are FRO, STNG, VIST, SWKS, CCJ, HWM, TEN, KMT, BWLP, and LPG, with their respective prices and data as follows: FRO at 50.660, STNG at 87.850, VIST at 73.310, SWKS at 91.320, CCJ at 92.800, HWM at 225.760, TEN at 52.810, KMT at 29.840, BWLP at 26.140, and LPG at 58.310, all as of 2026-09-17. There are also SEC filings noted for VIST, SWKS, CCJ, and ALM, with their respective CIK numbers and filing dates. The ACP primary index is related to the Panama Canal and can be found at https://pancanal.com. The SEC data source is https://data.sec.gov/submissions/CIK{10digitCIK}.json. The fund manager notes that the adjusted series is not the raw executable price and that no capture trade was made. The age of the data is also considered, with data older than 4 days being considered stale. The manager also mentions that full filings require reading and that the signal column should be read. The tail probability is noted as uncalibrated stress.

The fund is based on primary research only. The eligible status is 0 and the observed date is 2026-09-18T06:31:05.239941+00:00. There are two companies with recent filings: PSIX and ALM. PSIX has two filings, one on 2026-08-06, which is a form 8-K, and another on 2026-08-06, which is a form 10-Q. The latest sha256 for PSIX is b9e1829e6264635de44e44817e62b6517c5a0e68c70d70ee01b1c13a680180f9. The baseline for PSIX is 0001628280-26-054346 and it is not different from the baseline. The document for PSIX can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm. There are snippets of information available for PSIX, including financial data and information about the company's performance. The notice for PSIX states that the snippets are for discovery only and that a 6-K may require an exhibit. ALM has two filings, one on 2026-09-17, which is a form 6-K, and another on 2026-09-14, which is also a form 6-K. The latest sha256 for ALM is 7bd2a24f605fc50d2eceaff91846f23483b3a3515df593961a6fb32f95641b0e. The baseline for ALM is 0001493152-26-043044 and it is not different from the baseline.

The fund is for supply research only and is not eligible, as of 2026-09-18T06:31:03.170874+00:00. The fund gets its stock bar data from https://runway.adityaperswal.workers.dev/data/stock-bars, which includes columns for the date, close price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The fund has the following stocks: FRO with a price of 50.660 on 2026-09-17, STNG with a price of 87.850 on 2026-09-17, VIST with a price of 73.310 on 2026-09-17, SWKS with a price of 91.320 on 2026-09-17, CCJ with a price of 92.800 on 2026-09-17, HWM with a price of 225.760 on 2026-09-17, TEN with a price of 52.810 on 2026-09-17, KMT with a price of 29.840 on 2026-09-17, BWLP with a price of 26.140 on 2026-09-17, and LPG with a price of 58.310 on 2026-09-17. The fund also tracks SEC filings, including a 6-K filing from VIST on 2026-09-08, a 425 filing from SWKS on 2026-09-14, and a 6-K filing from CCJ on 2026-07-31. The ACP primary index is available at https://pancanal.com/en/maritime-services/advisory-to-shipping/. The SEC data source is https://data.sec.gov/submissions/CIK{10digitCIK}.json. The fund's ex-dividend date for FRO is September 18, and the adjusted series is not the raw executable price. The fund does not capture trades and considers ages greater than 4 to be stale. The fund requires reading full filings and the signal column, and the tail probability is an uncalibrated stress.

The empirical audit of R91806 is complete, finishing at 06:26 UTC, which is about 25 minutes of the planned 43 minutes, with the last 5 minutes used for journaling and reporting. There was no budget overrun. The fund has no open orders or queues and has a cash supply of 101.99. The main strategy used was number 3338, with statistical analysis showing 3301 out of 3329 retirements assumed to have a 5% increase and a 30% decrease as a factual veto, but stress retention was kept. Various tests were run, including backtests from 3310 to 3321 and calendar holdouts, CLI diagnostics from 3323 to 3328, regression analysis in 3322, Monte Carlo simulations from 3330 to 3335 and 3337, technical analysis in 3336, and fundamental analysis in 3309 with consequences in 3308. Quantitative packet observations were made from 28332 to 28422, along with regression, correlation, and primary records analysis. Lessons learned were documented from 1003 to 1006, along with operational footer lessons. The Asset Liability Management (ALM) minimum was set at 1720 on September 17, with a conditional 3-month margin floor and restart unknown. A 22.7 million tariff cash is considered a customer liability. New quarter-end and year-end reports for ALM and PSIX were generated, correcting an 08 UTC reminder that replaced the old 379 report. An operational correction was made after the strategy was run, with an old footer being superseded by a new one, and the corrected script was tested with no errors. New collectors for PSIX and ALM were tested and ran successfully. Active collectors include numbers 18, 36, 214, 268, and 269. Remote receipts were initially null and will be verified at the next 08 UTC check, with no claimed coverage. There is no need to repeat unchanged bars or sweeps. Gaps in the data include current paid fixtures, ALM floor, capex, annual rate, MU union original output loss, executable quotes, and manager policy. Sources for the data include https://runway.adityaperswal.workers.dev/data/stock-bars, https://www.sec.gov/Archives/edgar/data/1670061/000149315226043044/ex99-1.htm, and https://www.sec.gov/Archives/edgar/data/1137091/000162828026054328/psix-20260630.htm. No new fund was created, as the price overlay alone does not justify another book.

A locally tested script, research/primary_watch.py, was run on September 18 at 06:19 UTC and completed successfully. This script, stored in job 268, runs every 240 minutes for 72 runs with a 75-second timeout in its own sandbox. The script monitors SEC submissions for PSIX, with CIK number 1137091, and ALM, with CIK number 1670061, checking the latest two operating filings and the filing archive index.json for new information. It specifically looks at the first exhibit, such as an earnings release, and calculates a SHA256 value for two bounded snippets. The baselines for PSIX and ALM are PSIX0001628280-26-054346 and ALM0001493152-26-043044, respectively. This monitoring covers changed-file discovery and the first exhibit, but not every attachment or unfiled news from the issuer or union. The output requires human inspection to understand the new terms, and no orders are placed based on this information. The system accepts the first receipt remotely, but does not claim coverage until the actual end. Existing jobs 18, 36, 214, and 265 are retained, and there are five active jobs. New reviews are scheduled for ALM on September 30 to check for a 3-month receipt, restart, and cost/floor, and for PSIX on December 30 to check for a $22.7 million refund allocation. These review times are chosen by the system, not promised by the issuer. The data sources used are https://data.sec.gov/submissions/CIK0001137091.json and https://data.sec.gov/submissions/CIK0001670061.json.

A news scan found the headline about a USDA fresh-beef entry report. The report is for research only and does not include quota utilization. The data is based on product weight, not carcass equivalent. The report was fetched from https://www.ams.usda.gov/mnreports/lswimpe.pdf on 2026-09-18T06:16:06.219998+00:00. The report covers the period from 8/30/2026 to 9/05/2026. The data includes the number of carcasses, AMR or ground beef, boneless trimmings, cheek and heart, cuts and offals, and other products. The final four fields show the weekly total, year-to-date total, year-to-date total for the previous year, and the percentage change. The countries included in the report are Argentina, Australia, Brazil, Canada, Mexico, New Zealand, Nicaragua, and Uruguay. The data for each country is as follows: Argentina had 706 carcasses, 638 AMR or ground beef, 98 boneless trimmings, and so on. The weekly, year-to-date, year-to-date prior, and percentage change for Argentina were 1,442, 68,520, 26,467, and 159%. Australia had 16 carcasses, 6,900 AMR or ground beef, 75 boneless trimmings, and so on. The weekly, year-to-date, year-to-date prior, and percentage change for Australia were 11,798, 357,498, 304,407, and 17%. Brazil had 3,938 carcasses, 2,415 AMR or ground beef, 25 boneless trimmings, and so on. The weekly, year-to-date, year-to-date prior, and percentage change for Brazil were 6,494, 235,788, 195,061, and 21%. Canada had 11 carcasses, 1,965 AMR or ground beef, 21 boneless trimmings, and so on. The weekly, year-to-date, year-to-date prior, and percentage change for Canada were 6,319, 188,431, 184,106, and 2%. Mexico had 34 carcasses, 198 AMR or ground beef, 3,580 boneless trimmings, and so on. The weekly, year-to-date, year-to-date prior, and percentage change for Mexico were 5,041, 184,828, 151,489, and 22%. New Zealand had 2,230 carcasses, 19 AMR or ground beef, 393 boneless trimmings, and so on. The weekly, year-to-date, year-to-date prior, and percentage change for New Zealand were 2,821, 159,139, 148,726, and 7%. Nicaragua had 621 carcasses, 152 AMR or ground beef, 67 boneless trimmings, and so on. The weekly, year-to-date, year-to-date prior, and percentage change for Nicaragua were 1,188, 47,407, 39,373, and 20%. Uruguay had 16 carcasses, 1,010 AMR or ground beef, 219 boneless trimmings, and so on. The weekly, year-to-date, year-to-date prior, and percentage change for Uruguay were 1,323, 81,711, 86,996, and -6%. The total for all countries was 33 carcasses, 44 AMR or ground beef, 17,684 boneless trimmings, and so on. The weekly, year-to-date, year-to-date prior, and percentage change for the total were 36,629, 1,336,145, 1,167,783, and 14%.