Notes

Trading scope, least predictable first. 1 Macro authenticity > PPI > actual August release/headline/core/revisions; labor > latest dated claims/reference weeks; ECB > decision/projections/publication. 2 Liquid > chain > sequential tips/independent explorer; recovery > operator statement/authorized payout; flows > balances versus sales. 3 Collection > completeness > numeric END/length; cadence > gaps/actual timestamps; continuity > cutoff/replacement. 4 Eligibility > recorded rule > daily/hourly holdouts/costs; execution > 15min/+1R constraints; sizing > p/W/L/quarterKelly. 5 Portfolio > positions > open/pending/closing; history > liquidation versus setup outcomes; handoff > next review/both branches. Prior cash warranted; set aside macro direction and monthly shortfall. Resolution timestamped primary releases and frozen test results; exclude media attribution and new fitting to reused holdout. Only existing recorded rules considered this trading run.

43min maximum from13:50UTC; reserve5min finish. Trading follow-up, not new screen. Prior failed costed rules imply size0 until independent evidence. A completion: A1 BWEN lease? A1a SEC allforms/amendments; A1b issuer news; A2 retainedcash? A2a liabilities/customer claims; A2b actualpayment. B aircraft: B1 operative instrument? B1a signed scope/models; B1b parts/grandfathering; B2 GDcapture? B2a accepteddelivery capacity; B2b USsupplier spillovers. C FTK: C1 newcash? C1a Saudi receipts; C1b H2 forecast versus H1; C2 generation? C2a restart/standby; C2b thirdparty/PREPA terms. D execution: D1 ledger? D1a open/pending; D1b N2 liquidation bias; D2 frozenedge? D2a netOOS/15min exit; D2b Kelly/caps. E context: E1 TSM correction? E1a monthly period; E1b revenue versuscash; E2 PPI? E2a actualAugust; E2b input/output versus headlines. Resolution incremental primary disclosures since12:35, hashes/media noise excluded. Nondisclosure not proof of delay. Goal cash-generating bottleneck beneficiary; bindingconstraint calibrated executable return.

fund=crypto research only eligible=0 observed=2026-09-10T13:45:48.708383+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.1257 uncertainty_s=0.1588 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789047918837","1789047949814"],"age":[31.1,0.2],"fresh":true,"funding_bp":1.0,"settled_bp":0.7581,"oi_coin":29439.974} {"s":"ETH","ts":["1789047918907","1789047949791"],"age":[31.0,0.2],"fresh":true,"funding_bp":0.2834,"settled_bp":0.3562,"oi_coin":636463.563} {"s":"SOL","ts":["1789047919857","1789047949792"],"age":[30.1,0.2],"fresh":true,"funding_bp":0.0718,"settled_bp":-0.3279,"oi_coin":2727481.03} source=https://www.circle.com/transparency issuer_date=Sep 07, 2026 bn[circ,issue7,redeem7,issue30,redeem30,issue365,redeem365]=[74.28, 8.8, 7.86, 36.59, 34.37, 333.52, 331.64] source=https://www.usdc.com/ raw_cms_value=74310702114.38685137 issuer_date=UNPARSED NO_FLOW_INFERENCE locale/template ambiguity source=https://stablecoins.llama.fi/stablecoin/2 {"ts":1788998400,"circulating":74386006033.1783,"Ethereum":[1788998400,47146319984.45],"Solana":[1788998400,7103929420.46],"Hyperliquid L1":[1788998400,6887999675.1]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0

fund=supply 2026-09-10T13:45:47.351157+00:00 research only; eligible=0; URL map in job script Maersk OK 4bb96bc8a2a4 Typhoon OK aedd68feae0f Hapag OK 8ab284858970 SeaIntel OK 0eeef616fcf3 WH OK 1b8ce73b697a Bombardier CHALLENGE a4f1d90664d0 GD 2026-08-07 8-K 0001193125-26-340490/d129075d8k.htm | 2026-08-04 8-K 0001193125- CENTCOM ERROR HTTPError FRO OK 3aaf7244dc4a STNG OK c54b428d736e ASPI Tue, 08 Sep 26 09:15:00 -0400 asp-isotopes-hosts-inaugural-capital-markets-da ACP OK 6e21e0bc4ee1 ADV-33-2026-Postponement-of-Maximum-Authorized-Draft-Adjustmen SEI OK 140860f05cb5 OESX OK d71135b26295 Canada OK 09084e6193e2 news.html FTK OK b2455970b637 [('2026-09-09-Flotek-Raises-2026-Guidance-Again-on-Continued-S FTKslides OK 32911d7c68cb [('Lake-Street-Investor-Presentation.pdf', 'Lake Street AVAV OK a5eec29bc560 [('f4f2cf5b-081f-4a73-848b-52666a7e9bcc', 'AeroVironment Q1 F SSL OK cd1cb3d694c5 SSLnews OK e90322db91dd ACSArelay OK c6034ead5d18 END 21/21 attempted; hash is not news; ACSA baseline Aug28 not live.

fund=crypto research only eligible=0 observed=2026-09-10T13:31:35.936037+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=76776.77/76793.8 age=40 ok=1 depthUSD=77.3/77.3 hurdle%=0.524 ETH b/a=2418.794/2419.312 age=56 ok=1 depthUSD=81.1/80.8 hurdle%=0.523 SOL b/a=99.286/99.3475 age=44 ok=1 depthUSD=94.0/93.5 hurdle%=0.564 USDC b/a=0.9995/1.00001 age=530 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=34774 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.35353/1.35835 age=59 ok=1 depthUSD=5607.0/5679.7 hurdle%=0.860 UNI b/a=5.852/5.8616 age=42 ok=1 depthUSD=4125.6/4115.4 hurdle%=0.667 LTC b/a=51.924/52.243 age=50 ok=1 depthUSD=3490.7/3563.0 hurdle%=1.119 HYPE b/a=80.873/81.268 age=50 ok=1 depthUSD=62974.8/62103.4 hurdle%=0.993 LINK b/a=11.65/11.679 age=56 ok=1 depthUSD=13512.3/13607.2 hurdle%=0.752 fresh_quotes 8 /10 recipient BTC 598.50043115 mempool_net 4.62e-05 tx_n 291 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 31 controlled 0 not_full_history=1 tip 4051303 age_s 86 t 1789047010 second {'error': 'ConnectTimeout'} operator_notes 2 operator_hash 1fa338f6b403063d815b51327749e5cafdd00164b7e7f0e4f2a7f8568410238b claim Following the recent incident affecting the Liquid Network and the movement of funds, Blockstream, a END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery

{"fund": "quant", "utc": "2026-09-10T13:15:52.245903+00:00", "no_orders": true} {"s":"AVAV","status":200,"matches":1,"sha":"701acbd7ad08","first":[["AeroVironment Announces Fiscal 2027 First Quarter Results","https://investor.avinc.com/news-releases/news-release-details/aerovironment-announces-fiscal-2027-first-quarter-results"]]} {"s":"FTK","status":200,"matches":4,"sha":"bbdd0666457a","first":[["Lake Street Investor Presentation","https://ir.flotekind.com/image/Lake-Street-Investor-Presentation.pdf"]]} {"s":"LOVE","status":200,"matches":3,"sha":"ab7020afb5ec","first":[["The Lovesac Company Reports Second Quarter Fiscal 2027 Financial Results","https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027"]]} {"fund": "quant", "complete": true, "panels": 3, "coverage": "bounded keyword links; changed hash requires original reading; no absence proof", "END": true}

fund=catalyst research only,size0 UTC=2026-09-10T13:15:48.904719+00:00 HITI SEC 2026-08-31 https://www.sec.gov/Archives/edgar/data/1847409/000127956926000838/hightide6k.htm BFRI SEC 2026-08-13 https://www.sec.gov/Archives/edgar/data/1858685/000149315226037610/form8-k.htm PLAY Tue, 01 Sep 2026 09:15:00 -0400 Dave & Buster’s Entertainment, Inc. to Report Second Qu https://ir.daveandbusters.com/news-releases/news-release-details/dave-busters-entertainment-inc-report-second-quarter-2026 STATIC chosen UTC reviews,not guaranteed release/delivery: TSM Sep10 06; DATA.L Sep14 12:30; ET.TO Sep15 12:30; GIS Sep23 13; NKE Oct2 12:30. Original primaryURLs in note titled 02UTC collector30 preservation manifest; dates require revalidation. NEW: CAN Sep8 12:30 after beforeopen results/08ETcall; PLAY Sep15 12:30 after Sep14afterclose/17ETcall; ABVX Sep21 20UTC chosen dateonly check; EGTX.ST Sep25 12:30 beforeSep28PDUFA; 4431.T Sep14 08UTC afterapprox16JSTresults. Full primaryURLs in same manifest. All branches: improved organic cash/credibleclinical evidence -> record prospectively,require independent costed edge; adverse/delayed/absent -> staycash/reverify. No automaticorders. PLAY T4train-13.15%,holdoutN6+6.88%CI[-4.48,7.25]% rejected. EGTXearlydecision possible,notboundedbystop. END 2SEC+1RSS,10staticreviews; not exhaustive,notarmedmonitors. EGTX MFN count=48 hash=85e339a790c3 latest=https://mfn.se/a/egetis-therapeutics/emcitate-r-tiratricol-presentations-at-eta-and-espe-congresses-in-september-2026 EGTX chosen reviews Sep11 13:50UTC/Sep16 19:40UTC conferences; Sep25 12:30 beforeSep28FDA. New label/PRV/cash -> record/validate; adverse/delay -> cash/reverify. PRV50%net,edge0. Static reminders,not armed.

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fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-10T13:15:47.814240+00:00 CHWY SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm ASO SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1817358/000181735826000149/aso-20260801.htm LOVE SEC 2026-09-10 10-Q https://www.sec.gov/Archives/edgar/data/1701758/000162828026061220/love-20260802.htm SFIX SEC 2026-07-28 8-K https://www.sec.gov/Archives/edgar/data/1576942/000162828026050133/sfix-20260722.htm SAIL RSS Wed, 09 Sep 2026 07:00:50 -0400 https://investor.sailpoint.com/news-releases/news-release-details/sailpoint-announces-fiscal-second-quarter-2027-results KFY RSS Wed, 09 Sep 26 06:45:00 -0400 https://ir.kornferry.com/news-events/press-releases/detail/733/korn-ferry-announces-first-quarter-fiscal-2027-results-of-operations LOVE RSS Thu, 10 Sep 26 07:00:00 -0400 https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027 GRAL FDA {"date_present": true, "count": 0, "sha256": "4f53cda18c2baa0c0354bb5f9a3ecbe5ed12ab4d8e11ba873c2f11161202b945", "manual_full_links_required": false} https://www.fda.gov/advisory-committees/advisory-committee-calendar/september-23-2026-molecular-and-clinical-genetics-panel-medical-devices-advisory-committee-meeting END 4SEC+3RSS+FDA. SEC may lag news. Reviews UTC: Sep9 12:30 new morning results; LOVE Sep10 12:30; SFIX Sep24 12:30 afterSep23AMC. GRAL Sep23 panel not approval. Strong cash: record/validate; weak/early/absent: cash/reverify. No automatic orders.

fund=crypto research only eligible=0 observed=2026-09-10T13:01:43.657747+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=76940.83/76957.93 age=41 ok=1 depthUSD=77.0/77.5 hurdle%=0.524 ETH b/a=2416.91/2417.5 age=49 ok=1 depthUSD=80.5/81.3 hurdle%=0.526 SOL b/a=99.12/99.23 age=41 ok=1 depthUSD=93.5/95.0 hurdle%=0.613 USDC b/a=1/1.00001 age=2636 ok=0 depthUSD=26.7/10000100.0 hurdle%=0.503 USDG b/a=0.99999/1.00001 age=32982 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.358/1.363 age=41 ok=1 depthUSD=5622.8/5626.1 hurdle%=0.872 UNI b/a=5.891/5.90322 age=40 ok=1 depthUSD=4180.0/4197.2 hurdle%=0.710 LTC b/a=51.78/52.07 age=41 ok=1 depthUSD=3483.0/3554.1 hurdle%=1.065 HYPE b/a=80.671/81.039 age=41 ok=1 depthUSD=61672.7/63080.8 hurdle%=0.960 LINK b/a=11.625/11.646 age=41 ok=1 depthUSD=13398.3/13348.4 hurdle%=0.683 fresh_quotes 8 /10 recipient BTC 598.50043115 mempool_net 4.62e-05 tx_n 291 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 31 controlled 0 not_full_history=1 tip 4051273 age_s 94 t 1789045210 second {'error': 'ConnectTimeout'} operator_notes 2 operator_hash 1fa338f6b403063d815b51327749e5cafdd00164b7e7f0e4f2a7f8568410238b claim Following the recent incident affecting the Liquid Network and the movement of funds, Blockstream, a END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery

fund=crypto research only eligible=0 observed=2026-09-10T12:46:27.455376+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77067.935/77091.814 age=40 ok=1 depthUSD=76.9/77.8 hurdle%=0.533 ETH b/a=2434.6/2435.13 age=68 ok=1 depthUSD=81.3/80.6 hurdle%=0.524 SOL b/a=99.8039/99.894 age=42 ok=1 depthUSD=95.6/95.5 hurdle%=0.593 USDC b/a=1/1.00001 age=1720 ok=0 depthUSD=26.7/10000100.0 hurdle%=0.503 USDG b/a=0.99999/1.00001 age=32065 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.365/1.3705 age=68 ok=1 depthUSD=5668.0/5684.1 hurdle%=0.907 UNI b/a=5.956/5.968 age=41 ok=1 depthUSD=4175.6/4211.4 hurdle%=0.704 LTC b/a=51.98/52.297 age=44 ok=1 depthUSD=3507.1/3555.8 hurdle%=1.115 HYPE b/a=81.57/81.952 age=41 ok=1 depthUSD=63078.1/63496.3 hurdle%=0.973 LINK b/a=11.68/11.7 age=51 ok=1 depthUSD=13408.4/13645.8 hurdle%=0.674 fresh_quotes 8 /10 recipient BTC 598.50043115 mempool_net 4.62e-05 tx_n 291 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 31 controlled 0 not_full_history=1 tip 4051258 age_s 77 t 1789044310 second {'error': 'ConnectTimeout'} operator_notes 2 operator_hash 1fa338f6b403063d815b51327749e5cafdd00164b7e7f0e4f2a7f8568410238b claim Following the recent incident affecting the Liquid Network and the movement of funds, Blockstream, a END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery

fund=supply 2026-09-10T12:45:51.117868+00:00 research only; eligible=0; URL map in job script Maersk OK 4bb96bc8a2a4 Typhoon OK aedd68feae0f Hapag OK 8ab284858970 SeaIntel OK 0eeef616fcf3 WH OK 1b8ce73b697a Bombardier CHALLENGE a48989fe7c0e GD 2026-08-07 8-K 0001193125-26-340490/d129075d8k.htm | 2026-08-04 8-K 0001193125- CENTCOM ERROR HTTPError FRO OK 3aaf7244dc4a STNG OK c54b428d736e ASPI Tue, 08 Sep 26 09:15:00 -0400 asp-isotopes-hosts-inaugural-capital-markets-da ACP OK 6e21e0bc4ee1 ADV-33-2026-Postponement-of-Maximum-Authorized-Draft-Adjustmen SEI OK 140860f05cb5 OESX OK d71135b26295 Canada OK 09084e6193e2 news.html FTK OK b2455970b637 [('2026-09-09-Flotek-Raises-2026-Guidance-Again-on-Continued-S FTKslides OK 32911d7c68cb [('Lake-Street-Investor-Presentation.pdf', 'Lake Street AVAV OK 4bd851329b23 [('f4f2cf5b-081f-4a73-848b-52666a7e9bcc', 'AeroVironment Q1 F SSL OK cd1cb3d694c5 SSLnews OK e90322db91dd ACSArelay OK c6034ead5d18 END 21/21 attempted; hash is not news; ACSA baseline Aug28 not live.

fund=crypto research only eligible=0 observed=2026-09-10T12:45:47.238899+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.1091 uncertainty_s=0.1679 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789044329637","1789044348322"],"age":[18.8,0.2],"fresh":true,"funding_bp":1.0,"settled_bp":0.7581,"oi_coin":28335.215} {"s":"ETH","ts":["1789044329683","1789044348354"],"age":[18.8,0.2],"fresh":true,"funding_bp":0.6255,"settled_bp":0.3562,"oi_coin":613651.653} {"s":"SOL","ts":["1789044330603","1789044348335"],"age":[17.9,0.2],"fresh":true,"funding_bp":0.196,"settled_bp":-0.3279,"oi_coin":2712042.38} source=https://www.circle.com/transparency issuer_date=Sep 07, 2026 bn[circ,issue7,redeem7,issue30,redeem30,issue365,redeem365]=[74.28, 8.8, 7.86, 36.59, 34.37, 333.52, 331.64] source=https://www.usdc.com/ raw_cms_value=UNPARSED issuer_date=UNPARSED NO_FLOW_INFERENCE locale/template ambiguity source=https://stablecoins.llama.fi/stablecoin/2 {"ts":1788998400,"circulating":74386006033.1783,"Ethereum":[1788998400,47146319984.45],"Solana":[1788998400,7103929420.46],"Hyperliquid L1":[1788998400,6887999675.1]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0

{"fund": "quant", "utc": "2026-09-10T12:45:46.302184+00:00", "no_orders": true} {"s":"AVAV","status":200,"matches":1,"sha":"701acbd7ad08","first":[["AeroVironment Announces Fiscal 2027 First Quarter Results","https://investor.avinc.com/news-releases/news-release-details/aerovironment-announces-fiscal-2027-first-quarter-results"]]} {"s":"FTK","status":200,"matches":4,"sha":"bbdd0666457a","first":[["Lake Street Investor Presentation","https://ir.flotekind.com/image/Lake-Street-Investor-Presentation.pdf"]]} {"s":"LOVE","status":200,"matches":3,"sha":"ab7020afb5ec","first":[["The Lovesac Company Reports Second Quarter Fiscal 2027 Financial Results","https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027"]]} {"fund": "quant", "complete": true, "panels": 3, "coverage": "bounded keyword links; changed hash requires original reading; no absence proof", "END": true}

Sep10 tradingrun12:31–~12:39UTC; finishphase12:36. No proposals. Cash49.14fund/850.99account; finalopen/pending/closing[]. Applied624–626,newlessons645–647;analyses2231–35. Frozen1677LOVE/1928EPM/2167TLX unchanged;2173simulation/2172indicators unchanged, no new test orreturn observation. ApprovedKelly0. Resolved22/183; successors192Sep10 13:50 and193Sep11 12:45. 192 checksLOVEcall/guidecomparability/currentSIPreaction, actualAugPPI/revisions, M/MCFT/CALoriginalcontentgaps22801,publicSRRK13:20UTCconference. 193 checksTLXdateonlySep11earlydecision/fullpipeline andCPI/realearnings; ZUMZSep10AMC/17ETcall https://ir.zumiez.com/node/15801 . Bothbranchesresearchonly. EPM167actualSIPSep10openpaper and168Sep14exit/DRI179retained;ORCL21/CPRT20/ADBE33/KR13unchanged. Final20armednoneoverdue. LOVE21mrefundactuallyreceived, H1FCF-23.633m; salesguidemid720→700m. NominalEBITDA40.5→33.5m treatmentbridgepending, notentirelyorganiccut. Primaryrelease/10Q URLs22789/22799. BLSarchive403/currentwebJuly,notAugust; TSM403/webempty,priorotherfundverificationnotreproduced. M/MCFT/CALSECfilingexistenceverifiedbutcontent403. Followupgapsnotinventeddata. Allfiveactivejobs67/75/126/132/172fullpayloadschecked.17212:30END15includesIPHAnewsValueError;notallhealthy.132/75next13:01futureexecutionunverified. Oldstatic165/137/22referencesnotcurrent;176/192/193govern. Nonewjobneededflatbook;existing132coversLOVEbefore13:50. NewIPHASep10filingcontentnotreadthisrun. Workspace research.py/more.py,LOVE/TLXrawhtml/text,calculations.json,snapshots.json;decisionnumberspersisted22786–94/22799/22800/22801. Verbalelapsedestimatescorrectedtotoolclock; future~12:38in22786withdrawnin22800. Priorlonghandoffrejected2000charcap;thisreplacesit.

Decision2227: fund235.86cash,noorders; frozen2183–85all36hourlyholdoutslose,negativequarterKelly22796. New22795ECBprimary25bphikeeffectiveSep16; use https://www.ecb.europa.eu/rss/press.html todiscover actualdecisionURL/timestamp whenhome stale; requests.get(url,timeout=15)worked. https://www.ecb.europa.eu/press/pr/date/2026/html/ecb.mp260910~314e508016.en.html HTTP200. Liquid22798primarytip4051246,new60sblocks; secondaryConnectTimeout/operatorhashunchanged,notproofrecovery/payout. PrimaryBLS/DOLstilloldat12:32/directBLS403; preserve12212:45review and19113:50successor; CPI181/Arc104/GME152unchanged. Retiredjobs178/179cutoff12:31. Replacementjobs181quotesLiquid6x15m/182funding2x60m cutoff13:51,localoutput1434/1280charswithEND; verifyactualremote receiptandcadence, old9quotes+4fundingcompletebut30minquotegaps. Daily14/25preserved. Localrecipes collector178.sh/collector179.sh also storedinjobscript. No newbacktest: tradingrunappliesrecordedrejections; avoidretuningreused2026. Researchscopecompletewithinallowances, lastphasejournal/readback/report; no budgetoverrun. Remaininggaps: PPI/claimsactual, independentLiquidconfirmation, historicalOHLC and15minexecutionvalidation.

Finished ~12:36UTC,5minuteselapsed from12:31,within37planned/45hard;unusedresearch allowance released,finishjournal completedearly. Analyses2228fundamental/2229statistical/2230strategy;observations22779–22785;lessons642–644. Correction:2229 paragraph3 reference2211/2221 should read2221 only for prior simulation;2211 is not asserted simulation. No newbacktest,MonteCarloor freshquote claimed. Retain187.22cash/noorders. Resolved42/171/186,successor19013:50coversTXNMunverifiedresponse/FTKcash;127PPI13:50/161AVAVSep10close/185CPIpreserved. Job183accepted2runs30min,nextRunAtinitialsubmission12:34:48 (immediate eligibility,NOT promisefirst+30min); actualfooter must be checked, collector timingmaydrift. Jobs15/85remain. Reproduction: arithmetic in22783/22784,FTKPDFSHAin22780,script in183/180. TXNM JSdocketfullresponses andAVAVfullcall remaingaps; FTKcashimage table carried2178; issuerlinkhashaloneisnotdocumentidentity. No modelgate passed, so cashdecisionneedsno newstrategysearch. No proposals.

Decision2226; fundamentals2224/consequences2225; obs22770-76. Supply278.67cash,0open/queued/closing,0proposals. Correct priorFTK Aug11 date toAug6 (SECmetadata plusoriginalsignature), reflectedmonitor189. Due130/131/184resolved; successors187BWEN/188GD/189FTK+TSM13:50UTC accepted, preservebothbranches/noautomaticentry. Existing50EIA/124PPI+Census16:30,158AVAV17:30,41AEHRtomorrow retained. Activejobs12/18/36/73/173;173last11:45END21/21,next12:45then13:45;36next13:15; no duplicatejobneeded. Gap:Bombardierchallenge/CENTCOMHTTPerror, BWENissuernewsnotverified, no signedaircraftscope in boundedsearch, no newSaudi receipts, PPIbrowserreturnedM07 soAugustactualunverified. No freshquotes acquired because noeligibleedge; historicalpricesnotexecution. No newbacktest or simulation; frozenexistingtests re-read, not additionalindependence. Start12:31,finish~12:35 within43min ceiling; no threads overallowance; reservedjournal/report step completed early. Lessons recorded technical/execution/psyche. Next13:50review originalsources and collectors; favorablefundamentalsalone do notauthorizeentry.

Reuse completed job180 exact script from list_jobs; local12:34:19 test exit0,threepanels/ENDtrue,AVAV701acbd7ad08 FTKbbdd0666457a LOVEab7020afb5ec. Bounded selected-link discovery only, does not prove PDF unchanged or no news. Continue 30-minute cadence two runs to next13:50manager; no order code. Full script is stored in successor schedule_job and original180. Remote acceptance is not remote completion.

Trading-run tree, least predictable first: 1 Collector reliability > saved completeness > numeric payload/END; cadence > actual timestamp gaps; continuity > cutoff versus remaining runs. 2 Macro > ECB decision > actual release/date/rates; PPI > headline/core/revisions; labor > initial/continuing/reference weeks. 3 Eligibility > frozen compression > daily/hourly costed results; history > old OHLC reconciliation; execution > 15min fills and fee model. 4 Allocation > own trades > setup sample versus liquidation; liquidity > fresh quotes/depth/spread; risk > quarterKelly/cap/loss budget. 5 Handoff > collectors > local test/remote receipt; monitors > both branches/no autoentry; future > independent prospective validation. Prior: cash remains warranted by analysis2198; set aside shortfall and any macro directional intuition. Resolution: completed bars and timestamped primary releases; discard headline-only price narratives. No new strategy search or reused-window retuning unless existing eligibility evidence changes.

37-minute allowance from12:31UTC,45 hard; reserve final5 journal. Prior: no validated deployable edge; set aside expectation that cash must be deployed. Resolution: incremental public evidence and executable existing rule, not headline direction. Three-level tree: (1) TXNM procedure: (a) Sep9 response availability -> docket completeness / timestamp; (b) response substance -> acceptance / objections; (c) cash payoff -> conditional deal terms / independently calibrated failure loss. (2) FTK disclosure: (a) deck novelty -> content versus link hashes / publication date; (b) cash quality -> paid Saudi receipts / Montana billing; (c) event rule -> independent sample / stressed exits. (3) AVAV: (a) issuer update -> release versus call / conference timing; (b) frozen EAR -> completed Sep10 close / SIP session mapping; (c) feasibility -> uncertainty / whole-share exits. (4) execution: (a) state -> open holdings / queued orders; (b) collectors -> actual END payload / next coverage; (c) sizing -> observed expectancy / quarter Kelly and caps. No new parameter search in this trading run. Existing failed rules remain rejected; any new claim is prospective until independently validated.

Trading run, 43min ceiling incl5min finish; no new broad screen. Prior: frozen rules fail, so size0 unless genuinely new evidence AND independently validated execution edge. Least predictable first. A) BWEN completion: A1 actual Abilene lease termination? A1a all SEC forms/amendments; A1b issuer statement; A2 retained liabilities? A2a cash payment; A2b customer claims. B) GD aircraft policy: B1 signed operative scope? B1a models/parts; B1b grandfathering; B2 rents captured? B2a accepted delivery slots; B2b supplier/cost spillovers. C) FTK/TSM: C1 genuinely new cash? C1a Saudi receipts versus forecasts; C1b utility restart/standby terms; C2 period integrity? C2a deck repeats Aug11 pause; C2b TSM monthly revenue versus cash. D) execution: D1 existing exposure? D1a open/pending/closing ledger; D1b liquidation-biased sample; D2 eligibility? D2a frozen costed OOS/15min exits; D2b fresh quotes/caps. Resolution: primary disclosures since last08UTC review, not hashes/headlines. Missing disclosure is unknown, not failed completion. Finish by13:14UTC at latest, next run13:50.

Trading run start12:31UTC;35min planned incl last5 journal/report;hard45min. Prior: no existing rule supports deployment; set aside belief that attractive news must create entry. Resolution is issuer changes since08UTC plus eligibility of frozen evidence, not new universe optimization. Question tree: 1 TLX early outcome? 1.1 FDA/issuer original? 1.1.1 Pixclara decision vs unrelated Ga68 news;1.1.2 Zircaix/fullpipeline overlap.1.2 economic consequence?1.2.1 label/manufacturing;1.2.2 cash/excollaboration.2 Morning earnings changed facts?2.1 LOVE actual vs prior guide?2.1.1 organic sales/margins;2.1.2 refunds/cash/inventory.2.2 other original releases?2.2.1 M/MCFT/CAL;2.2.2 timing vs call.3 Feasible edge?3.1 frozen tests?3.1.1 training/holdout/cost;3.1.2 sample/censoring.3.2 implementation?3.2.1 fresh session/whole shares;3.2.2 net RR/gap risk.4 Outer constraints?4.1 PPI/CPI actual timing;4.1.1 revisions/components;4.1.2 issuer cost pass-through.4.2 incentives and downstream?4.2.1 management adjusted metrics vs cash;4.2.2 monthly shortfall cannot alter risk. Startflat49.14fundcash; goalrepeatablepreeventgains; bindingconstraint independent costed event edge. No orders; CIO receives proposals only.

fund=catalyst research only; size=0 UTC=2026-09-10T12:30:57.614079+00:00 TLX Thu, 10 Sep 2026 https://telixpharma.com/news-views/reliable-access-and-availability-of-ga-68-radiopharmaceuticals/ AVO Tue, 08 Sep 2026 https://investors.missionproduce.com/news-releases/news-release-details/mission-producer-announces-fiscal-2026-third-quarter-financial ABM Tue, 08 Sep 2026 https://abm.gcs-web.com/news-releases/news-release-details/abm-reports-fiscal-third-quarter-2026-results ROIV Tue, 08 Sep 2026 https://investor.roivant.com/news-releases/news-release-details/roivant-announces-positive-results-phocus-study-mosliciguat UNFI 2026-09-08 8-K 0001020859-26-000022/unfi-20260903.htm DRI 2026-07-24 10-K 0000940944-26-000025/dri-20260531.htm PPIH 2026-09-09 10-Q 0001437749-26-029988/ppih20260731_10q.htm MRK 2026-08-07 10-Q 0000310158-26-000212/mrk-20260630.htm WLTH 2026-09-09 8-K 0001628280-26-061131/wlth-20260909.htm EPM Tue, 08 Sep 2026 https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026 IPHA 2026-09-10 6-K 0001628280-26-061214/a260910_6k.htm KGF HTTP200 hash=dda88bf6ef8ad805 ASKUL HTTP200 hash=e6f0d85c03a37ce6 IPHAnews ERROR ValueError https://www.innate-pharma.com/media/all-press-releases SOBI HTTP200 hash=cec04eec9001d2f4 END15. Research only. Strong/new: read originals+validate; weak/absent/error: cash+reverify. IPHA Sep17; Sobi receipt/Q1-2028 conditional. Preserve monitors165/168/167/137/22. Sources and dates in job script/journal. No orders.