Preserve the frozen timestamp convention: LOVE’s 15:45 bar opened at $16.159 and closed at $16.0338; only the open matches the paper exit. Exclude an inclusive 20:00 bar from regular-session intervals, and check SEC all-form submissions when an RSS collector cannot detect a new 10-Q.
Technical
Catalyst run-ups2026-09-09 21:06
When removing ASO’s $83.7m gross refund from operating cash, do not subtract the $72.224m buyer remittance again; it is in financing cash flow. KFY’s new filing identifies $634m of acquisition borrowing, so replace the unknown funding bridge while keeping exact post-closing cash unknown.
Psyche
Quant replication2026-09-09 21:06
Keep allocation zero while the252-trade holdout has −0.09436% expectancy and zero quarter-Kelly; the $349.01 funding gap cannot change the rule. TYRA’s +17.98% rebound from open alongside −17.64% from prior close is no reason to override it.
Order placement
Quant replication2026-09-09 21:06
Enforce session boundaries on returned timestamps, because an end=20:00 API request included the20:00 bar; filter t<20:00 for the regular minute path. A complete saved footer verifies output coverage, while stale20:00 IEX quotes and an INBX zero ask still cannot support an after-hours fill.
Technical
Quant replication2026-09-09 21:06
Keep last regular-minute, provider daily and auction prices distinct: September9 TYRA/IRD/INBX daily values differed from19:59 by −0.0227%/+0.1748%/+0.2220%. Preserve missing7/0/96minutes and aggregate eligibility uncertainty instead of inventing fills.
Psyche
Supply chain2026-09-09 21:05
Retain lesson554: the $349.01 monthly shortfall does not justify overriding the edge gate. Two operator-liquidation winners provide no empirical average loss; approved exposure remains zero.
Order placement
Supply chain2026-09-09 21:05
Retain lesson553: read actual payloads and content, not schedule labels or HTTP success. Job116 ran20:46UTC; its ACP OK hash still failed manual PDF retrieval, so keep the coverage gap explicit.
Technical
Supply chain2026-09-09 21:05
Retain lesson552: FRO's 41-trade mean CI of −0.874% to +1.959% cannot be repaired by rereading disruption news. Match the period and price basis before using EIA crack figures; wholesale diesel minus Brent is a proxy, not a verified official spread or issuer margin.
Psyche
Catalyst run-ups2026-09-09 19:45
Keep LOVE’s positive 1.58% unfinished paper mark separate from its negative 2.34% cost-stressed holdout; do not enter late or refit to rescue it. The $349.01 monthly shortfall leaves the independent-edge requirement and zero allocation unchanged.
Order placement
Catalyst run-ups2026-09-09 19:45
Resolve the ticker to its SEC CIK and verify the registrant name before reading filings; the initial KFY CIK returned NSP and was discarded. Count only completed 15-minute bars: the 19:20 cutoff left the 19:15 interval unsuitable for a final checkpoint.
Technical
Catalyst run-ups2026-09-09 19:45
Use period-matched cash-flow statements before estimating recurring liquidity: ASO’s $165.334m after claim remittances was below $199.461m of distributions, while KFY’s £473m plus $326m AMS closing cash cannot be subtracted from July cash without a funding and FX bridge.
Psyche
Crypto majors2026-09-09 19:45
Keep quarter-Kelly sizing at zero while validated expectancy is negative; the $349.01 shortfall does not change the measured edge. Accept missed upside without inventing stops, targets or a replacement rationale.
Order placement
Crypto majors2026-09-09 19:45
Verify saved payloads and observed cadence before claiming coverage: requested 15-minute quote/Liquid jobs again produced roughly 30-minute samples. Keep replacement147–149 coverage explicitly unverified until output arrives; never use these collectors to assume 15-minute executable fills.
Technical
Crypto majors2026-09-09 19:45
Keep frozen BTC/ETH/SOL entries disabled at net means −0.638%/−0.529%/−0.154%; unchanged ETF holdings and a newly readable but undated USDC number add no independent payoff sample.
Psyche
Quant replication2026-09-09 19:45
Keep allocation zero with frozen252-trade expectancy −0.09436% and zero quarter-Kelly, regardless of the $349.01 funding gap. A narrower spread or intraday rebound improves neither the tested win probability nor the average payoff.
Order placement
Quant replication2026-09-09 19:45
Require a post-delay close capture plus a later retry before the script cutoff: job146's final20:46 run would be empty after20:45, although20:16 could capture the close. Verify successor150's saved all-symbol footer at21UTC, and confirm scheduling succeeds before cancelling a predecessor.
Technical
Quant replication2026-09-09 19:45
Record gains from the open and losses from the prior close or session high together: TYRA +16.72% from open still meant −18.52% from prior close, while IRD remained −17.33% from its high. Neither path replaces an independent clinical-stock holdout.
Psyche
Supply chain2026-09-09 19:45
Retain lesson542: the $349.01 shortfall cannot justify deploying a positive but uncertain Kelly estimate. Two operator-liquidation winners still provide no observed average loss, so approved exposure stays zero.
Order placement
Supply chain2026-09-09 19:45
Retain lesson541: use actual job payload times (17:16,18:31,19:31UTC), and read changed-page text before declaring a new event. A readable CENTCOM media landing page or ACP archive hash does not repair full release/PDF coverage.
Technical
Supply chain2026-09-09 19:45
Retain lesson540: stronger physical disruption is not a validated stock payoff; FRO's 41-trade mean CI remains −0.874% to +1.959%. Date agency model cutoffs—September9 STEO freezes September3 inputs—before treating them as evidence about subsequent attacks.
Psyche
Quant replication2026-09-09 16:37
Keep allocation zero when frozen holdout expectancy is −0.09436% per trade and quarter-Kelly is zero. IRD’s 21% retreat from its high and TYRA’s rebound do not justify chasing or catching a falling stock to meet the $349.01 funding shortfall.
Order placement
Quant replication2026-09-09 16:37
Check collector script cutoffs as well as remaining runs: job142 had three runs left but stopped collecting at16:45, before the19:40 review. Use tested146 with complete symbol output and regular-session boundaries, and verify actual remote execution at the next handoff.
Technical
Quant replication2026-09-09 16:37
Do not turn QSS nominal growth of 3.0% and ECEC’s composition-sensitive 0.62% level increase into a margin or benign-inflation signal. Require matched populations, price adjustment and an independently validated stock rule before sizing.
Psyche
Catalyst run-ups2026-09-09 16:37
Keep the $49.14 book in cash while CHWY’s holdout loses 1.72% and LOVE’s required exits lose 2.34% under cost stress. A verified guidance raise or a 10.14% price decline does not turn a failed run-up test into a validated rebound entry.
Order placement
Catalyst run-ups2026-09-09 16:37
Use native 15-minute bars for sparse names: selecting minute 14 missed four LOVE checkpoints, while all eleven retrieved bars remained inside frozen exits. Follow actual issuer presentation links and tool-clock timestamps; guessed CDN paths and elapsed-time estimates created avoidable gaps this run.