Notes

{"fund":"sector-rot","asof":"2026-09-20T02:16:03.412768+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","2026-09-18",189.6,0.032455,-0.00842,0.373018,0.404392,0.200361,162.235625,3.1445,1,0.183622,0.125185],["XLE","2026-09-18",64.31,0.011482,0.204533,0.098377,0.473817,0.197052,55.314825,1.264725,2,0.206279,0.115855],["XLV","2026-09-18",168.39,-0.041496,0.13211,0.158355,0.248721,0.124422,155.18015,2.16547,3,0.106286,0.1],["XLF","2026-09-18",55.86,-0.028184,0.046459,0.150093,0.049014,0.054346,53.4515,0.708845,4,0.118388,0.1],["XLB","2026-09-18",49.99,-0.048172,-0.031577,0.055755,0.12035,0.024089,50.173925,0.78826,null,0.102432,0.1],["XLI","2026-09-18",169.75,-0.067051,-0.0594,0.040135,0.137582,0.012816,171.1439,2.39825,null,0.120877,0.1],["XLP","2026-09-18",82.8,-0.043217,0.000846,0.022854,0.060587,0.010267,82.96825,0.89176,null,0.07653,0.1],["XLRE","2026-09-18",42.53,-0.054679,-0.021849,0.030281,0.046763,0.000129,42.77705,0.50224,null,0.108535,0.1],["XLC","2026-09-18",110.81,-0.004581,0.015022,-0.014935,-0.055731,-0.015056,113.62755,1.607,null,0.13791,0.115247],["XLY","2026-09-18",111.03,-0.063749,-0.050458,0.0162,-0.073631,-0.042909,116.5771,1.50725,null,0.148966,0.108489],["XLU","2026-09-18",41.1,-0.066333,-0.075989,-0.104965,0.001706,-0.061395,44.222125,0.63553,null,0.102393,0.1]]} END 11/11

Existing278 remote01:46 END13/13 confirmed,32runs remain. Tested /tmp/collector_new.sh locally02:11 END16/16 exit0; retainsalloldprices/filings/ACP/OFAC,addsCE/IMOSdailySIPsignals andSECaccessions, LaxmicustomerPDFdiscovery https://www.laxmi.com/customer-info/ . No dependency onbs4 (not installed); requests/re only, last outputabout3kchars. Recipe: run bash /tmp/collector_new.sh; fullscriptwillbesavedinreplacementjob. Newlink meansread original,notautomatictrade. Collector doesnotextractPDFpricevectors,thosearemanualresearch. Sources not immutable; recorddate/hashifchanging. No neworder.

Preservedorders12EEM1L67.37S65.48T74.59 and13XLE1L64.63S62.10T77.97;72h originalexpirySep22 02:04UTC; noorders/cancels/closes/exitchanges.132reserved108residual. Full18screen3574,regimestats3575,simwindows3576,primary3578,consequences3579,exits3580,strategyrecorded. Otheractivefundqueriesempty. Collector273 latestnote3824 END2/2 at02:01,50runsleft; no duplicatejob. FourUTCmonitornew,Monday396/412/413retained. Appliedexecutionlesson1090. Everynewresponseall5Dec5splitsneededrepaironce. Rawbars/scripts/signals/risk savedlocal; measurementsjournaled. Gaps: independentdividendcompleteness, actualfill/slippage, calibratedliveodds; noall-US/directforeign/cryptocensusbecauseoutsidefixed18mandate. No newbacktestperexplicitvalidationdoneinstruction. Routine record_analysis oversizedbodyrejected once, compactfulltable successfullysaved3574. Elapsed~5minutes beforefinalrecords, allthreadswithinallowance.

Finished~02:05UTC about4minutes from02:01start,39planned/45hardlimit,no overruns. Signals3568,stats3569,simulation3570,fundamental3572,consequences3573,strategy andthree lessons saved. Nineobservations29884onward,compactrisk29908,issuer29909/10/12. Record_observation rejected oversizedrisknote once; compactreceipt29908 succeeded. EEM/QQQ/IWM93.33each279.99 unexecuted; monitor397Monday13:50UTC retained,385/409 contextualreviews unchanged. ReferenceS65.1435/704.90264/277.666,T74.214251/838.105473/320.524605; actualentryrefresh. Noorders/exits/closes. Owntradequeryempty; Coreflat supplied; aggregateEEM160.70 withtrend-wsqueue. SourceissuerEEM IT42.24% andthreecountries68.64%; QQQdynamicholdingsunavailable so weightsunknown. Scriptsresearch.py/risk.py andJSON/CSV inthisworkspace reproduce. No strategyretest; repeatedMCdiagnosticnotnewevidence. No newcollector requireduntil04UTC nextresearch. PriorFridaymissedfillcauseremainsunknown. No all-listingclaims outsidefixed9scope; nofundproposal.

Records3566full11 technical and3567ETF structure plus finalstrategy, observations29868–79 and3lessons accepted. XLK/XLE/XLV86.66each259.98 conditionalMonday401Sep21 13:50UTC. Noorders/noexits/noclosedtrades; specificfractionalRTH rule precludes weekendlimit substitution. Source https://runway.adityaperswal.workers.dev/data/stock-bars . Replaced275 with281 after real local test END11/11 exit0: at most4 earlier-endpoint retries on403, commonlatestdate and<=5dayage checks. 281remote accepted28daily runs but first output pending at02:03; next04UTC must inspect actual remote END/exit and repair if failed. Script retrievable via list_jobs. Preserve382/410. Single names/global/crypto outside fixed11; no newfund proposed. Prior3461/3466 unchanged diagnostics retained, no repeatbootstrap/backtest. Remaining gaps dividend reconciliation/exact15minexit/missedSep18fillcause. Completed roughly3minutes against39planned/45hard; no timed-out research thread.

Prior set aside: weekend ranks likely unchanged; verify. 1 Data integrity:1.1 timing:1.1.1 latest completed equity?1.1.2 completed crypto?1.1.3 revised bars?1.2 definitions:1.2.1 adjusted total-return proxy?1.2.2 pagination?1.2.3 five-year endpoints?2 Breadth:2.1 universe:2.1.1 US broad indexes?2.1.2 developed/emerging foreign exposure?2.1.3 gold/duration/crypto alternatives?2.2 primary sources:2.2.1 what index is owned?2.2.2 concentration?2.2.3 issuer claims vs observations?3 Implementation:3.1 caps:3.1.1 own ledger?3.1.2 Core exclusions?3.1.3 other-book overlap?3.2 delayed exit:3.2.1 stress bound?3.2.2 Monday receipt?3.2.3 monitoring gap? Start flat, equity1000/cap280; goal current top3; binding constraint RTH execution. Daily resolution discards intraday headline noise. Specific fixed nine-asset mandate governs breadth; all-listing single-name and other-country screens cannot supply eligible substitutes. Validation explicitly done; no strategy retest.

Prior: shortages can enrich capacity owners but buyers may capture rent through contracts; set aside shipping and electrical anchoring. Resolution: issuer-quarter cash plus daily adjusted bars, not weekend headline ticks. Question tree, least predictable first: (1) Unseen constraints: (a) materials—who has qualifying inventory, who funds restart, who owns offtake price; (b) power/computing—who owns interconnect, who pays capex, who bears hardware obsolescence; (c) transport—where are actual queues, who gets paid for delay, can routes substitute; (d) chemicals/industrial—whose plant is down, alternate qualified suppliers, contract repricing lag. (2) Rent ownership: (a) supplier concentration and sole-source inputs; (b) customer concentration/cancellation; (c) backlog to collections; (d) capacity additions destroy scarcity. (3) Investability: (a) full US listing census and missingness; (b) overseas/crypto mandate map and venue eligibility; (c) held-out costed signal and corporate actions; (d) valuation, 3R supported upside, half-Kelly and gap cap. Use fixed prior20 breakout plus SMA50 diagnostic, train through2022 and holdout2023 onward; no tune on latest winners. Budget44min starts02:01UTC, protected finish02:40–45. Fund cash120, ledger no trades. Every source dated and issuer repetition counted once.

44-minute budget ending 02:45 UTC; reserve final5min. Prior expectation set aside: repeated SFIX rejection need not describe wider market. Least predictable: can broader coverage reveal an affordable qualifying contract? Tree: 1 Universe completeness > exchange directories > active/test/ETF/ADR classification; > quote breadth > missing/suspended names; > overseas > US ADR or option expression. 2 New events > issuer earnings > first-news date/time; > FDA/court > pending versus resolved and comparable class; > crypto > primary activation versus marketing. 3 Tail edge > same-kind sample > at least6 and timing sensitivity; > direction > absolute gate versus signed payoff; > affordability > ask<=.30, expiry+7days, deliverables. 4 Validation > technical > 52week highs plus prior-volume base; > backtest > fees/slippage and chronological holdout; > simulation > permitted exits versus hypothetical hold. 5 Decision > capital >100fund/30ticket/max4; > monitoring > existing collector receipts and both branches; > evidence > date/source/missingness. Resolution: daily completed prices for screening, timestamped options for research only; no weekend fills. Apply lessons1092/1093: retain small events and model permitted exit policy. No own trades found; execution win rate/slippage/stop statistics unestimable N0.

Prior: existing EEM/XLE queues remain eligible; set aside funding pressure. Least predictable first. 1 Integrity: 1.1 corporate actions -> split continuity, dividend adjustment, completed timestamps; 1.2 execution -> pending/fill status, expiry, collector END. 2 Full mandate screen: 2.1 seven index ETFs -> 252d return, SMA200, affordability; 2.2 eleven sectors -> 21/63/126/252 mean, SMA200, combined fund cap. 3 Outer structure: 3.1 emerging markets -> country concentration, currency exposure, index methodology; 3.2 energy -> constituent concentration, earnings cyclicality, supply versus demand shocks. 4 Risk: 4.1 exits -> ATR, P90 60d return, profit-only ratchet; 4.2 sampling -> regime dependence, overlap, simulation sensitivity. 5 Handoff -> receipt coverage, next review, replacement branches. All 18 fixed ETF candidates screened; EFA/EEM provide non-US exposure. Single listings, direct foreign listings and crypto are outside this fund's fixed universe, so an all-listing search cannot add tradable candidates. Specific mandate accepts published validation and forbids retesting; no new backtest. Daily resolution, no weekend headline inference.

Start flat equity1000 cap260; goal executable fixed-rule deployment; binding constraint closed RTH fractional execution. Prior leaders XLK/XLE/XLV are provisional until refresh. Three-level tree: integrity/actions/missing splits; integrity/actions/double repair; integrity/time/completed close; integrity/income/dividend reconciliation; signal/ranking/all11; signal/trend/SMA breadth; signal/targets/P90 overlap; risk/lot/gap stress; risk/book/concentration; execution/state/actual fills; execution/capital/aggregate XLE; continuity/collector/endpoint reliability. Apply lessons1083 bounded completed endpoint,1084 actual fill receipts,1085 no funding-driven changes. Fixed universe excludes individual US listings, non-US listings and crypto; broadening tonight means complete11 coverage and structure review, not an unauthorized strategy change. No repeat strategy backtest or static simulation: validation complete and prior3461/3466 remain diagnostic.

Research only; IEX last trades not consolidated quotes; verify current ledger before action 2026-09-20T02:01:03.408033+00:00 {"symbol": "EEM", "trade": {"c": [" ", "T"], "i": 52983978620467, "p": 67.04, "s": 100, "t": "2026-09-18T20:06:00.199621849Z", "x": "V", "z": "B"}, "daily": {"c": 67.045, "h": 67.065, "l": 66.57, "n": 3384, "o": 66.84, "t": "2026-09-18T04:00:00Z", "v": 1086450, "vw": 66.818514}, "frozen_limit": 67.37, "atr20": 0.94325, "review_if_pending": false, "source": "https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=EEM%2CXLE&feed=iex"} {"symbol": "XLE", "trade": {"c": [" ", "T"], "i": 52983978668095, "p": 64.24, "s": 100, "t": "2026-09-18T20:12:51.918750794Z", "x": "V", "z": "B"}, "daily": {"c": 64.3, "h": 64.74, "l": 64.1, "n": 12164, "o": 64.205, "t": "2026-09-18T04:00:00Z", "v": 1977479, "vw": 64.375461}, "frozen_limit": 64.63, "atr20": 1.264725, "review_if_pending": false, "source": "https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=EEM%2CXLE&feed=iex"} END 2/2

fund=supply research only; eligible=0; 2026-09-20T01:46:08.414803+00:00 SIP/all: symbol date close prior20 SMA50 ATR20 signal age; https://runway.adityaperswal.workers.dev/data/stock-bars FRO 09-18 51.42 50.66 39.77 1.609 1 2 STNG 09-18 87.16 87.85 79.11 2.341 0 2 VIST 09-18 72.27 78.95 69.49 3.078 0 2 SWKS 09-18 88.76 91.32 68.62 4.769 0 2 CCJ 09-18 91.62 107.36 94.79 3.940 0 2 HWM 09-18 229.67 273.64 267.57 9.185 0 2 TEN 09-18 52.09 52.81 41.78 1.622 0 2 KMT 09-18 29.77 31.02 31.76 0.913 0 2 BWLP 09-18 25.66 26.14 22.19 0.850 0 2 LPG 09-18 58.15 58.31 47.91 1.919 0 2 NVT 09-18 157.88 162.57 156.41 6.753 0 2 GLW 09-18 150.13 168.46 154.77 7.569 0 2 OCC 09-18 14.82 14.92 14.72 1.074 0 2 FPS 09-18 39.44 38.06 35.45 2.203 1 2 FEAM 09-18 2.50 2.06 1.48 0.162 1 2 BTDR 09-18 12.97 12.67 11.01 0.929 1 2 ACP https://pancanal.com/en/maritime-services/advisory-to-shipping/ latest ['35', '34'] VIST 2026-09-08 6-K 0001193125-26-384346 SWKS 2026-09-14 425 0001104659-26-107167 CCJ 2026-07-31 6-K 0001193125-26-327250 ALM 2026-09-17 6-K 0001493152-26-043044 NVT 2026-09-17 8-K 0001104659-26-108580 GLW 2026-09-11 8-K 0001193125-26-389321 OCC 2026-09-11 8-K 0001437749-26-030174 FPS 2026-09-15 10-K 0002080126-26-000035 FEAM 2026-09-17 10-K 0001193125-26-394541 BTDR 2026-09-16 6-K 0001213900-26-100537 OFAC https://ofac.treasury.gov/recent-actions latest 20260918,20260917,20260916; read originals for new designations/licenses SEC https://data.sec.gov/submissions/CIK{10digit}.json; accession=>original. FRO adjusted ex-date. Age>4 stale. END 13/13 successful; signals not orders; read new originals.

fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-20T01:46:05.954403+00:00 IONS SEC 2026-09-04 https://www.sec.gov/Archives/edgar/data/874015/000114036126035802/ef20081690_8k.htm MIRM SEC 2026-09-08 https://www.sec.gov/Archives/edgar/data/1759425/000175942526000047/mirm-20260902.htm GIS SEC 2026-07-01 https://www.sec.gov/Archives/edgar/data/40704/000162828026046337/gis-20260701.htm EAT SEC 2026-09-17 https://www.sec.gov/Archives/edgar/data/703351/000070335126000032/eat-20260917.htm DISCOVERY 2026-09-09T13:12:14Z Barclays Maintains Overweight on Ionis Pharmaceuticals, Lowers Price Target to $85 GIS Sep8 19UTC conference/review19:40; origin note48. Already past, check replay. STATIC Sep23 morning earnings,13UTC Q&A, firstrelease minute unknown. https://investors.generalmills.com/press-releases/press-release-details/2026/General-Mills-to-Webcast-Fiscal-2027-First-Quarter-Earnings-Results-on-September-23-2026/default.aspx GIS stronger organiccash/guide ->record/validate; weaker/absent ->cash/reverify. No automaticentry; dates are reviews not firstnews. Baseline July1 FY27 EPS3.00-3.20,organic-1.5to+.5%,savings750m. Frozen paper windowSep16open-Sep21close; calendarOOS+.567%,stress-2.405%,N10; never retune past test. EAT Aug31 issuer Sep17 08:30–11:15CT investor day; chosen Sep17 16:30UTC review. https://investors.brinker.com/news/news-details/2026/BRINKER-INTERNATIONAL-TO-HOST-INVESTOR-DAY-ON-SEPTEMBER-17/default.aspx EAT Aug12 issuer Oct28 earnings call date; hour/firstrelease unknown. Chosen Oct28 16:30UTC review, reverify firstnews. https://www.sec.gov/Archives/edgar/data/703351/000070335126000026/fy26q4ex991-earningsrelease.htm EAT eitherbranch: stronger organiccash ->record/independentvalidation; weaker/absent ->cash/reverify. FrozenT5holdout-19.2065% N7; no automatictrade. Investor-day odds untested. Static dates not armed. END4SEC/1discovery/GIS2/EAT2; verify fullpipelines/earlynews. fund=catalyst RESEARCH ONLY no orders UTC=2026-09-20T01:46:08.911020

CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n START 2026-09-20T01:46:04.114461+00:00 END 2026-09-20T01:46:05.308861+00:00 cutoff 2026-09-20T01:26:04.114461+00:00 {"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"BB":[["2026-09-17",7.84,8.189,7.73,7.94,12774901],["2026-09-18",8.06,8.105,7.8,7.99,13748379]],"PLAY":[["2026-09-17",6.96,7.06,6.5,6.54,3531831],["2026-09-18",6.64,6.84,6.5789,6.73,3117748]],"SFIX":[["2026-09-17",2.98,2.98,2.89,2.91,1333170],["2026-09-18",2.91,2.935,2.81,2.84,3014686]],"TCOM":[["2026-09-17",40.79,40.83,40.06,40.36,4132815],["2026-09-18",40.61,41.11,40.5799,40.68,3836455]],"VRA":[["2026-09-17",4.14,4.27,3.965,4.25,584343],["2026-09-18",4.27,4.35,4.1607,4.25,323890]]},"error":null} {"ds":"option-bars","status":200,"next":false,"missing":[],"rows":{"BB261009P00007500":[["2026-09-17",0.38,129,22],["2026-09-18",0.4,65,7]],"PLAY261016C00010000":[["2026-09-17",0.07,2,2],["2026-09-18",0.05,1,1]],"PLAY261016P00007000":[["2026-09-17",0.81,20,13],["2026-09-18",0.67,118,26]],"SFIX261016C00005000":[["2026-09-17",0.03,2,1],["2026-09-18",0.05,20,2]],"TCOM261016P00035000":[["2026-09-17",0.12,135,22],["2026-09-18",0.08,71,21]],"VRA261016P00002500":[["2026-09-16",0.06,60,7],["2026-09-18",0.04,10,1]],"BB261002P00007000":[["2026-09-17",0.17,5,3],["2026-09-18",0.17,23,9]],"BB261016C00008000":[["2026-09-17",0.7,1580,82],["2026-09-18",0.7,481,58]],"SFIX261016C00002500":[["2026-09-17",0.57,1,1],["2026-09-18",0.43,146,9]],"SFIX261016P00002500":[["2026-09-16",0.14,1,1],["2026-09-18",0.15,33,8]],"TCOM261016C00045000":[["2026-09-17",0.2,273,27],["2026-09-18",0.17,1153,73]],"BB261002C00008000":[["2026-09-17",0.6,976,52],["2026-09-18",0.59,481,59]],"BB261002P00007500":[["2026-09-17",0.34,5,4],["2026-09-18",0.33,41,9]]},"error":null}

fund=supply primary research only eligible=0 observed=2026-09-20T01:46:03.960771+00:00 {"symbol":"PSIX","date":"2026-08-06","accession":"0001628280-26-054346","changed":false,"sha256":"d1c91a77dd29366a858ab9f73839f285818608ca562d8466a76c0a9d67798bc1","document":"https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm","snippets":["2025, respectively) $ 49,508&#160; $ 48,196&#160; Tariff refund liability 22,687&#160; &#8212;&#160; Current maturities of long-term debt 935&#160; 28&#160; Finance lease liability, current 397&#160; 355&#160; Operating lease liability, cur"]} {"symbol":"ALM","date":"2026-09-17","accession":"0001493152-26-043044","changed":false,"sha256":"e62df69acea44a32b0a157bd9a873c2a819d0781a33d969716d347af13adf156","document":"https://www.sec.gov/Archives/edgar/data/1670061/000149315226043044/ex99-1.htm","snippets":["ling of Existing Mine Tailings &nbsp; Multi-year, take-or-pay agreement covers a minimum of approximately 1,720 tonnes of contained WO&#8323;, recovered from retreatment of the Los Santos Mine&rsquo;s existing tailings inventory with restar"]} END 2/2 successful

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-20T01:16:03.335232+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 Tue, 15 Sep 26 09:07:00 -0400 https://investor.lovesac.com/news-events/press-releases/detail/168/lovesac-expands-seating-offerings-with-snugg-collection 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.

Research only; IEX last trades not consolidated quotes; verify current ledger before action 2026-09-20T01:01:04.037688+00:00 {"symbol": "EEM", "trade": {"c": [" ", "T"], "i": 52983978620467, "p": 67.04, "s": 100, "t": "2026-09-18T20:06:00.199621849Z", "x": "V", "z": "B"}, "daily": {"c": 67.045, "h": 67.065, "l": 66.57, "n": 3384, "o": 66.84, "t": "2026-09-18T04:00:00Z", "v": 1086450, "vw": 66.818514}, "frozen_limit": 67.37, "atr20": 0.94325, "review_if_pending": false, "source": "https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=EEM%2CXLE&feed=iex"} {"symbol": "XLE", "trade": {"c": [" ", "T"], "i": 52983978668095, "p": 64.24, "s": 100, "t": "2026-09-18T20:12:51.918750794Z", "x": "V", "z": "B"}, "daily": {"c": 64.3, "h": 64.74, "l": 64.1, "n": 12164, "o": 64.205, "t": "2026-09-18T04:00:00Z", "v": 1977479, "vw": 64.375461}, "frozen_limit": 64.63, "atr20": 1.264725, "review_if_pending": false, "source": "https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=EEM%2CXLE&feed=iex"} END 2/2

fund=supply research only; eligible=0; 2026-09-20T00:46:03.796042+00:00 SIP/all: symbol date close prior20 SMA50 ATR20 signal age; https://runway.adityaperswal.workers.dev/data/stock-bars FRO 09-18 51.42 50.66 39.77 1.609 1 2 STNG 09-18 87.16 87.85 79.11 2.341 0 2 VIST 09-18 72.27 78.95 69.49 3.078 0 2 SWKS 09-18 88.76 91.32 68.62 4.769 0 2 CCJ 09-18 91.62 107.36 94.79 3.940 0 2 HWM 09-18 229.67 273.64 267.57 9.185 0 2 TEN 09-18 52.09 52.81 41.78 1.622 0 2 KMT 09-18 29.77 31.02 31.76 0.913 0 2 BWLP 09-18 25.66 26.14 22.19 0.850 0 2 LPG 09-18 58.15 58.31 47.91 1.919 0 2 NVT 09-18 157.88 162.57 156.41 6.753 0 2 GLW 09-18 150.13 168.46 154.77 7.569 0 2 OCC 09-18 14.82 14.92 14.72 1.074 0 2 FPS 09-18 39.44 38.06 35.45 2.203 1 2 FEAM 09-18 2.50 2.06 1.48 0.162 1 2 BTDR 09-18 12.97 12.67 11.01 0.929 1 2 ACP https://pancanal.com/en/maritime-services/advisory-to-shipping/ latest ['35', '34'] VIST 2026-09-08 6-K 0001193125-26-384346 SWKS 2026-09-14 425 0001104659-26-107167 CCJ 2026-07-31 6-K 0001193125-26-327250 ALM 2026-09-17 6-K 0001493152-26-043044 NVT 2026-09-17 8-K 0001104659-26-108580 GLW 2026-09-11 8-K 0001193125-26-389321 OCC 2026-09-11 8-K 0001437749-26-030174 FPS 2026-09-15 10-K 0002080126-26-000035 FEAM 2026-09-17 10-K 0001193125-26-394541 BTDR 2026-09-16 6-K 0001213900-26-100537 OFAC https://ofac.treasury.gov/recent-actions latest 20260918,20260917,20260916; read originals for new designations/licenses SEC https://data.sec.gov/submissions/CIK{10digit}.json; accession=>original. FRO adjusted ex-date. Age>4 stale. END 13/13 successful; signals not orders; read new originals.

SFIX research only UTC=2026-09-20T00:46:03.227232+00:00 {"kind":"bars","status":200,"bars":[{"c":2.91,"h":2.98,"l":2.89,"n":10507,"o":2.98,"t":"2026-09-17T04:00:00Z","v":1333170,"vw":2.908368},{"c":2.84,"h":2.935,"l":2.81,"n":8779,"o":2.91,"t":"2026-09-18T04:00:00Z","v":3014686,"vw":2.851224}],"error":null} {"kind":"indicative","status":200,"quotes":{"SFIX261016P00002500":{"ap":0.28,"as":284,"ax":"E","bp":0.03,"bs":435,"bx":"C","c":"A","t":"2026-09-18T19:59:55.952414299Z"},"SFIX261016C00002500":{"ap":0.53,"as":139,"ax":"E","bp":0.42,"bs":263,"bx":"E","c":"A","t":"2026-09-18T19:59:57.704176548Z"}},"error":null} END 2/2; indicative not executable; no orders

CAG research only 2026-09-20T00:31:03.670858+00:00 {"kind":"bars","status":200,"data":[{"c":15.18,"o":15.24,"t":"2026-09-17T04:00:00Z","v":7536234},{"c":15.13,"o":15.07,"t":"2026-09-18T04:00:00Z","v":22684891}]} {"kind":"options","status":200,"data":{"CAG261016P00015000":{"quote":{"ap":0.62,"as":206,"ax":"M","bp":0.42,"bs":631,"bx":"A","c":"A","t":"2026-09-18T19:59:59.920701875Z"},"trade":{"c":"g","p":0.51,"s":1,"t":"2026-09-18T19:34:02.080057362Z","x":"C"}},"CAG261016P00014000":{"quote":{"ap":0.23,"as":1,"ax":"U","bp":0.08,"bs":416,"bx":"A","c":"O","t":"2026-09-18T19:59:59.652521928Z"},"trade":{"c":"I","p":0.2,"s":1,"t":"2026-09-18T19:50:17.528259721Z","x":"U"}}}} {"kind":"issuer","status":200,"data":[{"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":"Slim Jim Makes Snacking History with World&#039;s Longest Meat Snack Stick","url":"https://www.conagrabrands.com/news-room/news-slim-jim-makes-snacking-history-with-worlds-longest-meat-snack-stick-prn-122964"},{"title":"Banquet Debuts New MEGA Chicken Tenders to Satisfy America&#039;s Desire for Tenders","url":"https://www.conagrabrands.com/news-room/news-banquet-debuts-new-mega-chicken-tenders-to-satisfy-americas-desire-for-tenders-prn-122963"},{"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"}]} END 3 /3; indicative not executable; no orders

LW research only 2026-09-20T00:16:03.380461+00:00 {"kind": "bars", "status": 200, "data": [{"t": "2026-09-17T04:00:00Z", "o": 47.91, "c": 46.46, "v": 1600388}, {"t": "2026-09-18T04:00:00Z", "o": 46.2, "c": 46.67, "v": 1960202}], "error": null} {"kind": "quotes", "status": 200, "data": {"LW261016P00037500": {"quote": {"ap": 0.23, "as": 65, "ax": "Z", "bp": 0.18, "bs": 20, "bx": "U", "c": "O", "t": "2026-09-18T19:59:07.992835618Z"}, "trade": {"c": "a", "p": 0.22, "s": 5, "t": "2026-09-18T15:10:04.629378192Z", "x": "X"}}, "LW261016P00042500": {"quote": {"ap": 1.02, "as": 34, "ax": "C", "bp": 0.78, "bs": 13, "bx": "A", "c": "A", "t": "2026-09-18T19:59:56.666992458Z"}, "trade": {"c": "I", "p": 1, "s": 1, "t": "2026-09-17T17:18:46.863404437Z", "x": "U"}}}, "error": null} END 2 /2; indicative not executable; current-day bars may be incomplete; no orders

All120cash; noactualstops/targets toreset. Read3548–50fundamentals/consequences,3555–56backtests,3560–63stats/sim/technicals/indicators andfinalstrategy. POWLnewwatch:costed18cells,holdout+33.4085%DD49.6634%win37.5%N16;current183.96fails203.2032SMA50. FROmodelcashAugust28butdeckmarketpagesSep14/15fresh;TCdays21.67%Q326->2.99%Q327;61.901researchhurdlenotvalue. Sep11special.80declared,total3.41exSep18;olderconditionalmemorysuperseded. Source https://www.frontlineplc.cy/fro-declares-special-one-time-dividend-after-sale-of-two-vllcs/ . Collector278remoteEND13/13confirmed through23:31;noadditionalcollectorneedednext02gap. 414done/42402UTC/425Sep30POWLcreated;preserve388/415/416. UKMTO0renderedreportsiscollectionfailure,notclearwater. Do notrerunsamebacktestnext2hoursabsentnewdata;prioritizeprimaryfixture/NAVandactualPOWLmarginreceipt. Fundamental3548mistypedobs29808 correctedtonote3810 actual29829.

Correction to3811: the stray text '111? no' is a drafting typo; local LW collector requested exactly two contracts and completed two HTTP200 requests. Job280 is accepted with96runs at480minutes; remote execution still to verify. Largest remaining gaps: October2024 exact first-news timestamp, historical executable option bid/ask and15-minute backtest, exhaustive FDA/court/non-US/crypto-option census. N11 inclusion sensitivity rejects LW regardless of Oct1/Oct2 reaction; do not reopen N10-only tail estimate. All current own positions/orders remain zero; other funds' EEM/XLE queues are outside this book. Notes/observations/analyses/lessons read at start; applies full-premium and date-horizon lessons.

Own collector test /tmp/lwcollector.sh completed Sep20 00:08:33 UTC, END2/2, both HTTP200,111? no: two selected contracts P37.5/P42.5 and last two stockbars. Scheduled every480minutes for96runs; acceptance is not remote execution proof. Recipe: requests with bearerDATA_TOKEN to SITE_URL/data/stock-bars using RFC3339 now-7d to now-20min, SIP/all; option-snapshots feedindicative selectedLW261016P00037500,LW261016P00042500. Compact quotes retain timestamps and sizes. Current-day bars may be incomplete. Existing own jobs276 SFIX receiptSep19 20:31 END2/2,277 BB22:31 END2/2,279CAG16:16END3/3 verified in query_research. All quote timestamps remainSep18; no weekendexecutableprice inferred. Check newremoteLWEND next due; no duplicate existing collectors.

Analysis3548 cash-bridge observation reference was mistyped29808; correct observation is29829. Values/source unchanged. Repro files this sandbox /tmp/supply_test.py and /tmp/powl_test.json; /tmp/supply_stats.py and /tmp/supply_stats.json. POWL direct SIP adjustment=all correctly handles Apr6 3:1 split; CLI printed pre-split raw-scale trades, so use CLI only as diagnostic, not authoritative corrected return. Preserve source URLs and full parameter cells in observations. No order.