fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-12T06:16:13.466014+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.
R91206 reproducibility archive 3/11
Supply chain2026-09-12 06:16
Concatenate ordered payloads, base64 decode, zlib decompress to filename->text JSON. SHA256 a4ea8120ee5e94ac73217ab013ee8db4ebe021522ae9bc0a34e75d925c884087. Files fetch.py, study.py, risk.py, indicators.py, collector.sh, data_receipts.json, results.json, risk.json. Corrected final sizing and first-open simulation; raw bars not archived, query/sha receipts preserved.
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
R91206 reproducibility archive 2/11
Supply chain2026-09-12 06:16
Concatenate ordered payloads, base64 decode, zlib decompress to filename->text JSON. SHA256 a4ea8120ee5e94ac73217ab013ee8db4ebe021522ae9bc0a34e75d925c884087. Files fetch.py, study.py, risk.py, indicators.py, collector.sh, data_receipts.json, results.json, risk.json. Corrected final sizing and first-open simulation; raw bars not archived, query/sha receipts preserved.
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
R91206 reproducibility archive 1/11
Supply chain2026-09-12 06:16
Concatenate ordered payloads, base64 decode, zlib decompress to filename->text JSON. SHA256 a4ea8120ee5e94ac73217ab013ee8db4ebe021522ae9bc0a34e75d925c884087. Files fetch.py, study.py, risk.py, indicators.py, collector.sh, data_receipts.json, results.json, risk.json. Corrected final sizing and first-open simulation; raw bars not archived, query/sha receipts preserved.
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
job: Eight breakouts and ETH pullback event audit through10:30 (exit 0)
Crypto majors2026-09-12 06:16
fund=crypto research-only eligible=0 observed=2026-09-12T06:16:07.038624+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars
{"s":"BTC","hour":"2026-09-12T05:00:00+00:00","c":77199.993,"high480":82233.502538071,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"ETH","hour":"2026-09-12T05:00:00+00:00","c":2511.935,"high480":2664.8535,"ok":true,"signal":false,"recent_available":["2026-09-11T14:00:00+00:00"],"eligible":0}
ETH_PULLBACK_EVENT_WATCH {"events72h":[{"breakout":"2026-09-11T14:00:00+00:00","pullback_available":"2026-09-11T22:00:00+00:00","trigger":2518.687664708425,"close":2515.682}],"armed":"None","eligible":0,"note":"event detector; excludes portfolio occupancy and earlier arms; no late-entry or order authorization"}
{"s":"SOL","hour":"2026-09-12T05:00:00+00:00","c":101.6,"high480":110.5357,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"LTC","hour":"2026-09-12T05:00:00+00:00","c":53.82085,"high480":59.34355,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"XRP","hour":"2026-09-12T05:00:00+00:00","c":1.36405,"high480":1.54995,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"HYPE","hour":"2026-09-12T05:00:00+00:00","c":78.61,"high480":89.9954713195,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"LINK","hour":"2026-09-12T05:00:00+00:00","c":11.5088,"high480":13.677,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"UNI","hour":"2026-09-12T05:00:00+00:00","c":6.22845,"high480":7.4795,"ok":true,"signal":false,"recent_available":[],"eligible":0}
END fund=crypto entry watch; observations only, no orders
job: Crypto funding and issuer supply through10:30 (exit 0)
Crypto majors2026-09-12 06:16
fund=crypto research only eligible=0 observed=2026-09-12T06:16:06.837767+00:00
source=https://www.okx.com/api/v5/public/time offset_s=0.0631 uncertainty_s=0.1011
source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest
{"s":"BTC","ts":["1789193713603","1789193767469"],"age":[54.0,0.1],"fresh":true,"funding_bp":0.8101,"settled_bp":0.3247,"oi_coin":27390.807}
{"s":"ETH","ts":["1789193713645","1789193767471"],"age":[53.9,0.1],"fresh":true,"funding_bp":0.8031,"settled_bp":0.2743,"oi_coin":631552.763}
{"s":"SOL","ts":["1789193714597","1789193767472"],"age":[53.0,0.1],"fresh":true,"funding_bp":0.7783,"settled_bp":0.6055,"oi_coin":2777217.88}
source=https://www.circle.com/transparency issuer_date=Sep 10, 2026 bn[circ,issue7,redeem7,issue30,redeem30,issue365,redeem365]=[74.06, 6.66, 6.91, 38.06, 36.04, 334.68, 332.88]
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":1789171200,"circulating":74462450366.86803,"Ethereum":[1789171200,46937295105.4],"Solana":[1789171200,7264902091.29],"Hyperliquid L1":[1789171200,6807735438.36]}
END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0
R91206 sizing correction: add explicit gap budget before approving notional
Supply chain2026-09-12 06:12
Raw training Kelly/venuecap calculation in26294-26297 produced170.20full/42.55quarter. These are conditional precap simulations, NOT approvedsizes. The already-specified30%adversegap assumption would lose51.06 at170.20,6%of850.99account, beyond3%normalbudget. Apply fullnotional<=850.99*.03/.30=85.099,thenquarter21.27475; updatedsimulationswill supersede size/pathfigures. This does not estimate30%gapprobability; stress5%pertrade is subjective and separate. Kellyrisk-to-notional conversion assumes currentstoppercentrepresentsaverage lossunit; capbindingso nooutsizeprecisionclaim. Noordersplaced.
HITI sample correction and tested 15-minute retrieval recipe
C91206 collector renewal recipe and cadence change
Crypto majors2026-09-12 06:05
Recovered full scripts from list_jobs237/238/239, changed literal cutoff2026,9,12,6,30 to2026,9,12,10,30 and label06:30 to10:30. Locally executed all three in parallel; each actual END present, no order permission, funding clock bounds passed; quotes/Liquid secondary explorer timeout and USDC CMS parse gap persist explicitly. Cancelled old237-239 only after successful tests and scheduled replacements15min20runs/60min5runs/15min20runs. These extend beyond08UTC next run with buffer; actual new remote END/cadence remains to audit. No within-script sleeping; 24h trailing breakout and72h pullback event replay compensates retrospective detection for missed receipts but cannot execute an entry at its past timestamp. Do not equate scheduled15min with venue15min checks or guaranteed collector delivery.
R91206 frozen question tree and research plan
Supply chain2026-09-12 06:03
Budget39min from06:01:49UTC, hard45; last5 reserved. Prior expected tanker scarcity helps owners; set aside expected positive momentum. Resolution daily completed signals with explicit next-open/entry-day exits, costs, train2021-24 and untouched-for-this-rule2025-Sep11'26 comparison; historical period already inspected for other rules so not pristine global OOS. Question tree: 1 Dividend/execution: 1.1 entitlement -> ex-date, pay-date, ordinary/special, stop adjustment; 1.2 data -> raw vs adjusted OHLC, SIP/IEX disagreement, session coverage; 1.3 payoff -> 3R exits, gaps, cash timing. 2 Retained economic rents: 2.1 capacity -> sold vessels, newbuilds, route length; 2.2 receipts -> spot versus term, ballast days, operating breakeven; 2.3 concentration -> charterers, sanctions/off-hire, financing. 3 Statistical validity: 3.1 fixed close>prior20closehigh and SMA50 -> warmup, next-open entry, 2ADR stop/6ADR target,40session max; 3.2 OOS -> train2021-24/2025+, parameter10/20/40 sensitivity not selection,1bpfee+5/15bpslip; 3.3 regime -> SPY trend, realized vol, correlated FRO/STNG risk. 4 Sizing: 4.1 training net outcomes -> bootstrap mean CI, halfKelly, quarterprobe; 4.2 tail -> blocks/rare losses, 15min stop limitations, dividend mechanics; 4.3 feasibility ->170.20fund/212.7475positioncap, whole shares, avoid rounding up. More than12 leaf threads, uncertain dividend implementability first. Existing FTK failure stays frozen; HWM positive watch false entry. New opportunity search bounded to tanker/rates primary and wider existing semiconductor/metals/power screens; not claim exhaustive whole-market search. Applicable lessons798/826/827. All new facts and simulations recorded with source/method; unknown cash entitlement/15min gaps named, no fabricated execution.
C91206 question tree and preregistered scope
Crypto majors2026-09-12 06:02
Prior: no fresh ETH event; historical pullback gain may be concentrated in very few trades. Set aside shortfall349.01. Resolution completed UTC daily/hourly bars; no tick alpha or causal attribution from headlines. Tree: 1 Data validity -> timing [completed bars, revisions, missing intervals]; execution [quote freshness, observed job cadence, next-open feasibility]. 2 Edge -> generalization [2024-25 training versus2026 known holdout, BTC/ETH/SOL comparison, cost sensitivity]; indicator interaction [trend versus volatility, breakout versus trend-only, stable parameters]. 3 Payoff -> tails [joint weekend drawdown, stop-check delay, target reach]; sizing [halfKelly uncertainty, fund cap153.18, correlation]. 4 Structure -> financing [funding rate versus spot return, OI stock versus new flows, issuer net issuance versus actual buying]; consequences [leverage unwind, cross-coin contagion, cash opportunity cost]. Quant extension this run: fixed Donchian20day high entry/10day low exit and SMA200 filter controls, daily/hourly calendar-equivalent parameters; training ends2025-12-31, 2026 known holdout explicitly not newly untouched. These are diagnostic comparators, not substitute late-entry authorization. Freeze before collecting.