{"fund":"supply","at":"2026-09-29T16:15:57.806798+00:00","research_only":true,"sources":"recipe; hashes are observations not events"}
{"panel":"ASPI","status":200,"hash":"b05d86d63f2a67917db803f4bda96a60ac82e708088a85ae2a6b10da48cae03f","links":5,"title":"ASP Isotopes Inc. Announces that Renergen Lim"}
{"panel":"BSIN","status":200,"hash":"6e63dcdad95ec68fa28b6868df05425cd3515df8ee605c67464a54363c4a3aac","links":11,"title":""}
{"panel":"APD","status":200,"hash":"729685ec41008820d3dfa2ad97f940ffdfa5aa98ad6c7946ac48611921a1de48","links":5,"title":"Helium"}
{"panel":"LIN","status":200,"hash":"2be6c31a58d2e9834c921129e31d416d32c73e9a97a150c8641ac6b3d1559956","links":8,"title":""}
{"panel":"AI.PA","status":null,"hash":null,"links":0,"error":"403 Client Error: Forbidden for url: https://www.airliq"}
{"panel":"QATAR","status":200,"hash":"bae1d8adf36099eb5b55d74d2bf9220bff6fdb94230dae8ccf337e01ae487905","links":1,"title":"Ras Laffan Helium"}
{"panel":"MOFCOM","status":null,"hash":null,"links":0,"error":"HTTPSConnectionPool(host='wms.mofcom.gov.cn', port=443)"}
{"panel":"PSHELIUM","status":200,"hash":"ce0f9887401db1985b946d98c25fd581200cb95fe050db8b8b96e1e3e9c18d47","links":7,"title":"Please be advised that PS Helium and Balloons"}
job: Supply five primary receipts compact; replaces290 (exit 0)
Supply chain2026-09-29 15:15
fund=supply primary research only eligible=0 observed=2026-09-29T15:15:58.123207+00:00
{"symbol":"PSIX","date":"2026-08-06","accession":"0001628280-26-054346","changed":false,"document":"https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm"}
{"symbol":"ALM","date":"2026-09-29","accession":"0001493152-26-044777","changed":true,"document":"https://www.sec.gov/Archives/edgar/data/1670061/000149315226044777/ex99-1.htm"}
{"symbol":"SEI","date":"2026-09-23","accession":"0001193125-26-399432","changed":true,"document":"https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm"}
{"symbol":"LFUS","date":"2026-09-17","accession":"0000889331-26-000014","changed":false,"document":"https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm"}
END 4/4 successful
{"symbol": "ELG.DE", "source": "https://www.elmos.com/english/about-elmos/investor/financial-news.html", "latest": "/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html", "count": 5, "hash": "5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4"}
END Elmos 1/1
job: Compact BFRI and global receipts; replaces209 (exit 0)
Catalyst run-ups2026-09-29 15:01
fund=catalyst research only; size=0; compact receipts; origins in PRE91108 archive; 2026-09-29T15:01:12.652024+00:00
{"panel":0,"chars":70,"sha":"c7167b4554782c36","preview":"fund=catalyst research only,size0 UTC=2026-09-29T15:01:08.862114+00:00","errors":[]}
{"panel":1,"chars":101,"sha":"03e9cdc40c1fe84e","preview":"HITI SEC 2026-09-28 https://www.sec.gov/Archives/edgar/data/1847409/0001279569260","errors":[]}
{"panel":2,"chars":98,"sha":"a0b1c61a5d55ddaa","preview":"BFRI SEC 2026-09-14 https://www.sec.gov/Archives/edgar/data/1858685/0001493152260","errors":[]}
{"panel":3,"chars":216,"sha":"d8aa654ed382a608","preview":"PLAY Mon, 14 Sep 2026 16:05:00 -0400 Dave & Buster\u2019s Reports Second Quarter 2026 ","errors":[]}
{"panel":4,"chars":246,"sha":"c6b13eb6046204c9","preview":"STATIC chosen UTC reviews,not guaranteed release/delivery: TSM Sep10 06; DATA.L S","errors":[]}
{"panel":5,"chars":260,"sha":"1a27b01a67d941ba","preview":"NEW: CAN Sep8 12:30 after beforeopen results/08ETcall; PLAY Sep15 12:30 after Sep","errors":[]}
{"panel":6,"chars":353,"sha":"6c9b3b8c9ef9591b","preview":"All branches: improved organic cash/credibleclinical evidence -> record prospecti","errors":[]}
{"panel":7,"chars":185,"sha":"d0f23dff458c9699","preview":"EGTX MFN count=48 hash=a8c5a7657b07 latest=https://mfn.se/a/egetis-therapeutics/e","errors":[]}
{"panel":8,"chars":206,"sha":"07d3a925356adce6","preview":"EGTX chosen reviews Sep11 13:50UTC/Sep16 19:40UTC conferences; Sep25 12:30 before","errors":[]}
{"panel":9,"chars":99,"sha":"8f6617f0e7f69412","preview":"BFRI ITC https://www.usitc.gov/photodynamic_therapy_systems_components_thereof sh","errors":[]}
{"panel":10,"chars":341,"sha":"54d249f97f35ce8c","preview":"BFRI Sep1 ITC lifted028suspension: https://public-inspection.federalregister.gov/","errors":[]}
END actual original completed; panels=11 rawsha=6011adbdde57989e0fdfe09cbdfbae04ce8afca8fee78a3a12cda5f5a2aa339f previews only; read originals before action
job: HALO TH breakout option and spot receipts (exit 0)
job: Conagra issuer headlines and dated-event option receipts (exit 0)
Convex tail2026-09-29 12:16
CAG research only 2026-09-29T12:15:59.328827+00:00
{"kind":"bars","status":200,"data":[{"c":14.32,"o":14.66,"t":"2026-09-25T04:00:00Z","v":9246637},{"c":14.16,"o":14.26,"t":"2026-09-28T04:00:00Z","v":14607993}]}
{"kind":"options","status":200,"data":{"CAG261016P00014000":{"quote":{"ap":0.47,"as":742,"ax":"A","bp":0.32,"bs":1105,"bx":"A","c":"A","t":"2026-09-28T19:59:49.831190853Z"},"trade":{"c":"I","p":0.4,"s":25,"t":"2026-09-28T19:59:35.412692409Z","x":"I"}},"CAG261016P00015000":{"quote":{"ap":1.07,"as":68,"ax":"C","bp":0.93,"bs":93,"bx":"C","c":"A","t":"2026-09-28T19:59:59.514157088Z"},"trade":{"c":"I","p":1,"s":1,"t":"2026-09-28T19:47:30.488675117Z","x":"I"}}}}
{"kind":"issuer","status":200,"data":[{"title":"Conagra Brands Announces Quarterly Dividend Payment","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-announces-quarterly-dividend-payment-prn-122966"},{"title":"Conagra Brands to Release Fiscal 2027 First Quarter Earnings on September 30, 2026","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-to-release-fiscal-2027-first-quarter-earnings-on-september-30-2026-prn-122962"},{"title":"Conagra Brands Foundation Invests $350,000 in Local Communities Through 2026 Nourish Our Community Grants","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-foundation-invests-350000-in-local-communities-through-2026-nourish-our-community-grants-prn-122967"},{"title":"Conagra Brands Announces Quarterly Dividend Payment","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-announces-quarterly-dividend-payment-prn-122966"}]}
END 3 /3; indicative not executable; no orders
job: Lamb Weston October earnings spot and option receipts (exit 0)
job: Supply five primary receipts compact; replaces290 (exit 0)
Supply chain2026-09-29 11:15
fund=supply primary research only eligible=0 observed=2026-09-29T11:15:54.784162+00:00
{"symbol":"PSIX","date":"2026-08-06","accession":"0001628280-26-054346","changed":false,"document":"https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm"}
{"symbol":"ALM","date":"2026-09-21","accession":"0001493152-26-043476","changed":true,"document":"https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm"}
{"symbol":"SEI","date":"2026-09-23","accession":"0001193125-26-399432","changed":true,"document":"https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm"}
{"symbol":"LFUS","date":"2026-09-17","accession":"0000889331-26-000014","changed":false,"document":"https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm"}
END 4/4 successful
{"symbol": "ELG.DE", "source": "https://www.elmos.com/english/about-elmos/investor/financial-news.html", "latest": "/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html", "count": 5, "hash": "5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4"}
END Elmos 1/1
job: NOK CAG LW LUXE event bars; replaces235 (exit 0)
Convex events2026-09-29 08:46
CONVEX research only: delayed trades, not executable quotes; START 2026-09-29T08:46:15.138847+00:00
{"ds":"stock-bars","status":200,"next":false,"rows":{"NOK":[["2026-09-25",10.39,45822292,76397],["2026-09-28",10.12,55967453,101564]],"CAG":[["2026-09-25",14.32,9246637,50203],["2026-09-28",14.16,14607993,67258]],"LUXE":[["2026-09-25",9.38,163528,2286],["2026-09-28",9.42,160787,2154]],"LW":[["2026-09-25",43.58,1729606,20670],["2026-09-28",43.18,2235898,25850]]},"missing":[]}
{"ds":"option-bars","status":200,"next":false,"rows":{"LUXE261016P00007500":[["2026-09-25",0.05,3,1]],"NOK261030C00011000":[["2026-09-25",0.55,1256,14],["2026-09-28",0.46,1251,122]],"NOK261030C00013000":[["2026-09-25",0.17,9,6],["2026-09-28",0.14,90,14]],"NOK261030P00009500":[["2026-09-25",0.39,62,13],["2026-09-28",0.45,154,23]],"LW261016C00057500":[["2026-09-25",0.07,16,3]],"LW261016P00040000":[["2026-09-25",0.77,34,8],["2026-09-28",0.92,21,10]],"NOK261030P00011000":[["2026-09-25",1.18,4,3],["2026-09-28",1.35,15,3]],"CAG261009C00015500":[["2026-09-25",0.15,27,3],["2026-09-28",0.07,80,21]],"CAG261009P00014500":[["2026-09-25",0.55,12,8],["2026-09-28",0.55,3,2]]},"missing":["LUXE261016P00005000","LUXE261016C00005000"]}
END 2026-09-29T08:46:15.958009+00:00
job: Supply aluminum ATR RSI and Novelis; replaces214 (exit 0)
job: 36-pair calendar-volume census; research only (exit 0)
Crypto majors2026-09-29 05:16
RESEARCH ONLY eligible=0 published USD inventory, not live Assets; present 36 /36 incomplete7days USDG signals CRV,LINK
Source=https://runway.adityaperswal.workers.dev/data/crypto-bars 7 completed UTC days; rank includes stablecoins
USDC vol7=$14813288 days=7/7 close=0.999755 prior20=0.999755 signal=0 lastday_zero=0
BTC vol7=$2257985 days=7/7 close=83454.24 prior20=86596.5 signal=0 lastday_zero=0
XRP vol7=$500026 days=7/7 close=1.49618 prior20=1.57225 signal=0 lastday_zero=0
USDT vol7=$453349 days=7/7 close=0.999428 prior20=1.0000535 signal=0 lastday_zero=0
UNI vol7=$356689 days=7/7 close=8.8021 prior20=10.21805 signal=0 lastday_zero=0
SOL vol7=$337810 days=7/7 close=118.835 prior20=122.17 signal=0 lastday_zero=0
ETH vol7=$318784 days=7/7 close=2687.8015 prior20=2775.483 signal=0 lastday_zero=0
LTC vol7=$254915 days=7/7 close=69.192 prior20=72.56035 signal=0 lastday_zero=0
AVAX vol7=$214616 days=7/7 close=10.612 prior20=11.3122 signal=0 lastday_zero=0
ONDO vol7=$183757 days=7/7 close=0.519333 prior20=0.5881475 signal=0 lastday_zero=0
job: Country momentum prospective ranks; research only (exit 0)
Quant replication2026-09-29 05:16
EWA 2026-09-28 28.5 mom 11.729 age 1 eligible=0
EWC 2026-09-28 59.07 mom 23.395 age 1 eligible=0
EWD 2026-09-28 50.95 mom 16.957 age 1 eligible=0
EWG 2026-09-28 42.13 mom 4.359 age 1 eligible=0
EWH 2026-09-28 22.41 mom 14.371 age 1 eligible=0
EWI 2026-09-28 60.04 mom 24.646 age 1 eligible=0
EWJ 2026-09-28 96.83 mom 23.105 age 1 eligible=0
EWL 2026-09-28 60.42 mom 16.167 age 1 eligible=0
EWN 2026-09-28 68.1 mom 32.16 age 1 eligible=0
EWP 2026-09-28 60.64 mom 32.729 age 1 eligible=0
EWS 2026-09-28 33.56 mom 19.822 age 1 eligible=0
EWT 2026-09-28 114.17 mom 71.614 age 1 eligible=0
EWU 2026-09-28 47.27 mom 20.723 age 1 eligible=0
EWW 2026-09-28 72.37 mom 28.252 age 1 eligible=0
EWY 2026-09-28 183.58 mom 122.364 age 1 eligible=0
EWZ 2026-09-28 36.21 mom 29.826 age 1 eligible=0
EZA 2026-09-28 64.47 mom 18.894 age 1 eligible=0
FXI 2026-09-28 34.17 mom -4.45 age 1 eligible=0
INDA 2026-09-28 47.09 mom -4.194 age 1 eligible=0
RESEARCH ONLY top3 EWY,EWT,EWP rule note126; monthly WATCH, range REJECT; no catch-up entry; source /data/stock-bars
job: Conagra issuer headlines and dated-event option receipts (exit 0)
Convex tail2026-09-29 04:15
CAG research only 2026-09-29T04:15:56.280747+00:00
{"kind":"bars","status":200,"data":[{"c":14.32,"o":14.66,"t":"2026-09-25T04:00:00Z","v":9246637},{"c":14.16,"o":14.26,"t":"2026-09-28T04:00:00Z","v":14607994}]}
{"kind":"options","status":200,"data":{"CAG261016P00014000":{"quote":{"ap":0.47,"as":742,"ax":"A","bp":0.32,"bs":1105,"bx":"A","c":"A","t":"2026-09-28T19:59:49.831190853Z"},"trade":{"c":"I","p":0.4,"s":25,"t":"2026-09-28T19:59:35.412692409Z","x":"I"}},"CAG261016P00015000":{"quote":{"ap":1.07,"as":68,"ax":"C","bp":0.93,"bs":93,"bx":"C","c":"A","t":"2026-09-28T19:59:59.514157088Z"},"trade":{"c":"I","p":1,"s":1,"t":"2026-09-28T19:47:30.488675117Z","x":"I"}}}}
{"kind":"issuer","status":200,"data":[{"title":"Conagra Brands Announces Quarterly Dividend Payment","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-announces-quarterly-dividend-payment-prn-122966"},{"title":"Conagra Brands to Release Fiscal 2027 First Quarter Earnings on September 30, 2026","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-to-release-fiscal-2027-first-quarter-earnings-on-september-30-2026-prn-122962"},{"title":"Conagra Brands Announces Quarterly Dividend Payment","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-announces-quarterly-dividend-payment-prn-122966"},{"title":"Conagra Brands' 2026 Future of Snacking Report Sheds Light on American Snacking Habits","url":"https://www.conagrabrands.com/news-room/news-conagra-brands-2026-future-of-snacking-report-sheds-light-on-american-snacking-habits-prn-122965"}]}
END 3 /3; indicative not executable; no orders
job: Lamb Weston October earnings spot and option receipts (exit 0)
job: Sector signals with bounded403 fallback; replaces275 (exit 0)
Sector rotation2026-09-29 03:45
{"fund":"sector-rot","asof":"2026-09-29T03:45:55.384996+00:00","source":"https://runway.adityaperswal.workers.dev/data/stock-bars","research_only":true,"sizing":"manager must refresh equity/cap; no hardcoded dollars","columns":["symbol","date","close","r21","r63","r126","r252","avg","sma200","atr20","rank_eligible","p90","stress_gap"],"rows":[["XLK","2026-09-28",194.53,0.032592,0.050435,0.500887,0.406682,0.247649,163.5419,3.00825,1,0.18378,0.125136],["XLE","2026-09-28",62.1,0.002907,0.165978,0.005831,0.40149,0.144051,55.52185,1.273325,2,0.206417,0.115864],["XLV","2026-09-28",171.26,0.001931,0.069506,0.205292,0.298113,0.14371,155.1714,2.33675,3,0.10631,0.1],["XLF","2026-09-28",54.19,-0.060506,0.01233,0.141323,0.029445,0.030648,53.32985,0.755275,4,0.118397,0.1],["XLB","2026-09-28",49.47,-0.066428,-0.019036,0.02,0.146997,0.020383,50.1458,0.7405,null,0.102437,0.1],["XLI","2026-09-28",168.78,-0.053499,-0.074011,0.065665,0.128888,0.016761,171.20835,2.28925,null,0.120902,0.1],["XLP","2026-09-28",82.28,-0.026503,-0.018373,0.019705,0.087066,0.015474,82.60325,0.8805,null,0.076538,0.1],["XLC","2026-09-28",111.18,0.001261,0.033944,0.044827,-0.038235,0.010449,113.21165,1.84675,null,0.137953,0.115076],["XLRE","2026-09-28",41.35,-0.066381,-0.071829,0.05136,0.032202,-0.013662,42.49325,0.519,null,0.108643,0.1],["XLY","2026-09-28",109.0,-0.057338,-0.06726,0.035728,-0.069569,-0.03961,116.113,1.589,null,0.148914,0.108523],["XLU","2026-09-28",39.25,-0.084228,-0.140762,-0.127196,-0.054672,-0.101714,43.8291,0.584,null,0.102514,0.1]]}
END 11/11
job: Supply five primary receipts compact; replaces290 (exit 0)
Supply chain2026-09-29 03:01
fund=supply primary research only eligible=0 observed=2026-09-29T03:00:58.873210+00:00
{"symbol":"PSIX","date":"2026-08-06","accession":"0001628280-26-054346","changed":false,"document":"https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm"}
{"symbol":"ALM","date":"2026-09-21","accession":"0001493152-26-043476","changed":true,"document":"https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm"}
{"symbol":"SEI","date":"2026-09-23","accession":"0001193125-26-399432","changed":true,"document":"https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm"}
{"symbol":"LFUS","date":"2026-09-17","accession":"0000889331-26-000014","changed":false,"document":"https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm"}
END 4/4 successful
{"symbol": "ELG.DE", "source": "https://www.elmos.com/english/about-elmos/investor/financial-news.html", "latest": "/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html", "count": 5, "hash": "5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4"}
END Elmos 1/1
job: NOK CAG LW LUXE event bars; replaces235 (exit 0)
Convex events2026-09-29 00:45
CONVEX research only: delayed trades, not executable quotes; START 2026-09-29T00:45:57.618144+00:00
{"ds":"stock-bars","status":200,"next":false,"rows":{"CAG":[["2026-09-25",14.32,9246637,50203],["2026-09-28",14.16,14607994,67259]],"LUXE":[["2026-09-25",9.38,163528,2286],["2026-09-28",9.42,160787,2154]],"LW":[["2026-09-25",43.58,1729606,20670],["2026-09-28",43.18,2235898,25850]],"NOK":[["2026-09-25",10.39,45822292,76397],["2026-09-28",10.12,55967453,101564]]},"missing":[]}
{"ds":"option-bars","status":200,"next":false,"rows":{"CAG261009C00015500":[["2026-09-25",0.15,27,3],["2026-09-28",0.07,80,21]],"LUXE261016P00007500":[["2026-09-25",0.05,3,1]],"LW261016P00040000":[["2026-09-25",0.77,34,8],["2026-09-28",0.92,21,10]],"NOK261030C00013000":[["2026-09-25",0.17,9,6],["2026-09-28",0.14,90,14]],"NOK261030P00009500":[["2026-09-25",0.39,62,13],["2026-09-28",0.45,154,23]],"NOK261030P00011000":[["2026-09-25",1.18,4,3],["2026-09-28",1.35,15,3]],"CAG261009P00014500":[["2026-09-25",0.55,12,8],["2026-09-28",0.55,3,2]],"LW261016C00057500":[["2026-09-24",0.1,10,1],["2026-09-25",0.07,16,3]],"NOK261030C00011000":[["2026-09-25",0.55,1256,14],["2026-09-28",0.46,1251,122]]},"missing":["LUXE261016P00005000","LUXE261016C00005000"]}
END 2026-09-29T00:45:58.483814+00:00
job: Supply five primary receipts compact; replaces290 (exit 0)
Supply chain2026-09-28 23:01
fund=supply primary research only eligible=0 observed=2026-09-28T23:00:59.285924+00:00
{"symbol":"PSIX","date":"2026-08-06","accession":"0001628280-26-054346","changed":false,"document":"https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm"}
{"symbol":"ALM","date":"2026-09-21","accession":"0001493152-26-043476","changed":true,"document":"https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm"}
{"symbol":"SEI","date":"2026-09-23","accession":"0001193125-26-399432","changed":true,"document":"https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm"}
{"symbol":"LFUS","date":"2026-09-17","accession":"0000889331-26-000014","changed":false,"document":"https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm"}
END 4/4 successful
{"symbol": "ELG.DE", "source": "https://www.elmos.com/english/about-elmos/investor/financial-news.html", "latest": "/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html", "count": 5, "hash": "5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4"}
END Elmos 1/1
job: Compact BFRI and global receipts; replaces209 (exit 0)
Catalyst run-ups2026-09-28 22:46
fund=catalyst research only; size=0; compact receipts; origins in PRE91108 archive; 2026-09-28T22:45:59.496127+00:00
{"panel":0,"chars":70,"sha":"8d02480c9fcb8ff9","preview":"fund=catalyst research only,size0 UTC=2026-09-28T22:45:55.032022+00:00","errors":[]}
{"panel":1,"chars":101,"sha":"03e9cdc40c1fe84e","preview":"HITI SEC 2026-09-28 https://www.sec.gov/Archives/edgar/data/1847409/0001279569260","errors":[]}
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job: HALO TH breakout option and spot receipts (exit 0)
job: Conagra issuer headlines and dated-event option receipts (exit 0)
Convex tail2026-09-28 20:15
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END 2 /3; indicative not executable; no orders