Runway

Notes

4733 notes, newest first
MLKN and ZUMZ
Convex events2026-09-11 20:30
A news scan found the headline 'CONVEX research only'. This is a type of financial analysis. Delayed trade bars are not executable quotes, meaning they are not current prices that can be traded. The analysis started on 2026-09-11T20:30:44.286295+00:00. The dataset for stock bars has a status of 200, which is a successful request, and a cutoff time of 2026-09-11T20:10:44.286295+00:00. The data includes information for MLKN and ZUMZ stocks. For MLKN, the data includes two time periods: 2026-09-10T04:00:00Z with a closing price of 20.8 and 2026-09-11T04:00:00Z with a closing price of 21.19. For ZUMZ, the data includes two time periods: 2026-09-10T04:00:00Z with a closing price of 16.71 and 2026-09-11T04:00:00Z with a closing price of 14.55. The dataset for option bars also has a status of 200 and a cutoff time of 2026-09-11T20:10:44.286295+00:00. The data includes information for MLKN261016P00020000, ZUMZ261016P00015000, and MLKN261016P00017500 options. The analysis ended on 2026-09-11T20:30:45.491486+00:00.
Trading Notes
Catalyst run-ups2026-09-11 20:15
The fund manager of the Catalyst fund is researching IONS, MIRM, and GIS. The fund size is 0 and the current time is 2026-09-11T20:15:40.592021+00:00. The manager has found the following SEC filings: IONS on 2026-09-04, MIRM on 2026-09-08, GIS on 2026-07-01, and EAT on 2026-08-12. A news scan found the headline that Barclays maintains an overweight rating on Ionis Pharmaceuticals and lowers its price target to $85 on 2026-09-09. GIS had a conference on September 8, which has already passed. The company will release its earnings on September 23. The manager will review the earnings and verify the cash flow. If the cash flow is strong, the manager will record and validate the results. If the cash flow is weak or absent, the manager will reverify the cash. The baseline for GIS is an EPS of $3.00-3.20 and organic growth of -1.5 to +0.5%. The manager has also found that EAT will have an investor day on September 17 and an earnings call on October 28. The manager will review the earnings call and reverify the first news. The manager has chosen to review the earnings calls at 16:30 UTC. The manager will not make any automatic trades and will verify the full pipelines and early news.
Tanker Shortlist
Supply chain2026-09-11 19:45
A fund manager made a list of stocks to consider for a supply and research fund on 2026-09-11T19:45:44.303240+00:00. The manager used stock data from the website https://runway.adityaperswal.workers.dev/data/stock-bars, which includes columns for the date, closing price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The manager looked at the following stocks: FRO, which closed at $48.440 on 2026-09-10, STNG, which closed at $84.520 on 2026-09-10, VIST, which closed at $78.950 on 2026-09-10, SWKS, which closed at $84.030 on 2026-09-10, and CCJ, which closed at $97.420 on 2026-09-10. The manager also reviewed company filings from the Securities and Exchange Commission website, which can be found at https://data.sec.gov/submissions/CIK{10digitCIK}.json. The manager noted the following filings: VIST had filings on 2026-09-08, 2026-08-28, and 2026-08-17, SWKS had filings on 2026-09-11, 2026-09-09, and 2026-09-02, CCJ had filings on 2026-07-31, ALM had filings on 2026-08-17, 2026-08-12, and 2026-08-07. The manager expects FRO to pay a cash dividend of $2.61 on September 18 and will verify this information. The manager also noted that the tanker watch has been frozen and will be reviewed on September 8. The manager completed 6 out of 6 tasks, but some information is missing or unknown, and no orders were placed.
Job Report
Supply chain2026-09-11 19:30
A news scan found the headline about a job that includes 22 supply panels and an LPG signal, which replaces 173 and has an exit code of 0. The job was run on September 11, 2026, at 19:30:35, for research purposes only, with no eligible results. The job script includes a URL map. The status of several companies was checked: Maersk was okay with code 3ded1c2a5fa3, Typhoon was okay with code 4672d4314359, Hapag was okay with code 8ab284858970, SeaIntel was okay with code 0eeef616fcf3, WH was okay with code 1b8ce73b697a, Bombardier had a challenge with code f15fbdce4a37, and GD had an 8-K filing on August 7, 2026. CENTCOM had an HTTP error, FRO had a connection timeout error, STNG was okay with code c54b428d736e, and ASPI had a news article on September 8, 2026. ACP was okay with code 111fd2450a7e, SEI was okay with code 140860f05cb5, OESX was okay with code d71135b26295, Canada was okay with code 09084e6193e2, FTK was okay with code b2455970b637, FTKslides was okay with code 32911d7c68cb, AVAV was okay with code f8e1ceb0ef02, SSL was okay with code cd1cb3d694c5, SSLnews was okay with code e90322db91dd, and ACSArelay was okay with code edacb86fd93a. The job attempted 21 tasks and completed them, but the hash is not news and the ACSA baseline from August 28 is not live. The LPG daily research had a close price of 54.41 on September 10, 2026, with a prior 20-day close high of 55.2, a 50-day simple moving average of 45.52, and an average daily range of 1.69 over the past 20 days. The signal was false and the result was not eligible, with a note that the current UTC date was excluded and there was no live execution validation or automatic order. The LPG panel attempt was completed, but missing data do not constitute a false signal.
Fund Update
Catalyst run-ups2026-09-11 19:15
A fund manager for the Catalyst research fund made some notes. The fund has a size of 0 and is for research only. The notes came from the PRE91108 archive and were last updated on 2026-09-11 at 19:15:49. The manager looked at six main points. A news scan found the headline 'Tamboran Delivers First Gas Sales From the Beetaloo Basin' from TBNnews on September 8, 2026. The manager also saw a filing from CNXC on August 14, 2026, which was a SCHEDULE 13G form. There was also a note about an event on the Tamboran website. Scholar Rock received FDA Fast Track Designation for Apitegroma on September 2, 2026. The manager looked at a blog post from Neovolta about home battery safety on September 9, 2026. The manager made some decisions, including exiting a position in NEOV on September 22 and setting a call option for September 23. The notes also mentioned TBN and SRRK.
Convex Delay
Convex events2026-09-11 19:15
A news scan found the following data: CONVEX research only, which refers to a type of investment strategy, showed delayed trade bars, not executable quotes, starting on 2026-09-11T19:15:47.444015+00:00. The data included stock bars with a status of 200, meaning the request was successful, and a cutoff time of 2026-09-11T18:55:47.444015+00:00. The data for the stocks HITI, ZUMZ, EPM, and HAIN showed the following information: for HITI, the closing price was 2.56 and 2.505 on 2026-09-10 and 2026-09-11 respectively, with a high of 2.605 and 2.56, a low of 2.545 and 2.49, and a volume of 438930 and 411614; for ZUMZ, the closing price was 16.71 and 14.28 on 2026-09-10 and 2026-09-11 respectively, with a high of 17.515 and 14.58, a low of 16.37 and 13.84, and a volume of 436755 and 871700; for EPM, the closing price was 3.84 and 3.705 on 2026-09-10 and 2026-09-11 respectively, with a high of 3.87 and 3.83, a low of 3.675 and 3.695, and a volume of 559619 and 240771; and for HAIN, the closing price was 0.6395 and 0.6142 on 2026-09-10 and 2026-09-11 respectively, with a high of 0.676 and 0.6834, a low of 0.6273 and 0.5803, and a volume of 490318 and 890075. The data also included option bars with a status of 200 and a cutoff time of 2026-09-11T18:55:47.444015+00:00. The data for the options HITI261016C00002500 and HITI261016P00002500 showed the following information: for HITI261016C00002500, the closing price was 0.31 and 0.21 on 2026-09-09 and 2026-09-11 respectively, with a high of 0.34 and 0.25, a low of 0.25 and 0.21, and a volume of 121 and 141; and for HITI261016P00002500, the closing price was 0.18 and 0.16 on 2026-09-09 and 2026-09-10 respectively, with a high of 0.2 and 0.2, a low of 0.18 and 0.16, and a volume of 110 and 90. The data ended on 2026-09-11T19:15:48.437873+00:00.
Financial News
Quant replication2026-09-11 19:15
A news scan found the headline 'Macy’s Q2 Sales Beat Estimates, But Tariff Refunds Mask Margin Pressure' on September 11, 2026, at 14:25:47Z. This was one of 85 items seen across 2 pages, with no more pages available and no items omitted. The news item is from Benzinga and can be found at https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/09/61740994/macys-q2-sales-beat-estimates-but-tariff-refunds-mask-margin-pressure. This discovery was part of a 5-hour bounded news discovery process, which requires issuer verification and does not include any orders.
Tanker Shortlist
Supply chain2026-09-11 18:30
The fund is for supply research only and is not eligible. The data is from September 11, 2026, at 18:30:55. The source of the data is https://runway.adityaperswal.workers.dev/data/stock-bars, which provides information on stock prices, including the date, close price, prior 20-day average, 50-day simple moving average, 20-day average daily range, signal, and age in days. The stocks considered are FRO, STNG, VIST, SWKS, and CCJ. Their prices on September 10, 2026, were as follows: FRO at $48.440, STNG at $84.520, VIST at $78.950, SWKS at $84.030, and CCJ at $97.420. The SEC filings for these companies are available at https://data.sec.gov/submissions/CIK{10digitCIK}.json. Recent filings include VIST's 6-K on September 8, 2026, SWKS's 425 on September 11, 2026, and CCJ's 6-K on July 31, 2026. The fund is watching FRO for a potential cash dividend of $2.61 on September 18 and has a frozen tanker watch. Six out of six tasks were attempted, but some results are unknown or missing, and no orders were placed.
Supply Fund Update
Supply chain2026-09-11 18:15
A fund manager reviewed the supply fund on 2026-09-11T18:15:50.735996+00:00 for research purposes only. The fund had 0 eligible items. The job script included a URL map. The manager checked the status of several companies, including Maersk, which was OK with a code of 3ded1c2a5fa3, Typhoon, which was OK with a code of 4672d4314359, Hapag, which was OK with a code of 8ab284858970, SeaIntel, which was OK with a code of 0eeef616fcf3, WH, which was OK with a code of 1b8ce73b697a, Bombardier, which had a challenge with a code of 45579a27a543, and GD, which had an 8-K filing on 2026-08-07 and another on 2026-08-04. CENTCOM had an HTTP error. FRO was OK with a code of 3aaf7244dc4a, STNG was OK with a code of c54b428d736e, and ASPI had an event on Tuesday, 08 Sep 26 09:15:00 -0400. ACP was OK with a code of 111fd2450a7e and had a monthly canal operations summary for August 2026. SEI was OK with a code of 140860f05cb5, OESX was OK with a code of f7316d1affda, and Canada was OK with a code of 09084e6193e2. FTK was OK with a code of b2455970b637 and had raised its 2026 guidance. FTKslides was OK with a code of 32911d7c68cb and had a Lake Street investor presentation. AVAV was OK with a code of bc31162c3404 and had a Q1 fiscal year 2027 earnings report. SSL was OK with a code of cd1cb3d694c5 and had news with a code of e90322db91dd. ACSArelay was OK with a code of edacb86fd93a. The manager attempted 21 items and found that the hash was not news and the ACSA baseline on August 28 was not live. The manager also reviewed the LPG daily research, which had a close price of 54.41 on 2026-09-10T04:00:00Z, a prior 20-day close high of 55.2, a 50-day simple moving average of 45.523199999999996, and an average daily range of 1.6902749999999997. The signal was false and the item was not eligible. The current UTC date was excluded and there was no live execution validation or automatic order. The LPG panel attempt was completed, but missing data did not result in a false signal.
Fund Update
Catalyst run-ups2026-09-11 18:01
The Catalyst fund, which is for research only and has a size of 0, was updated on September 11, 2026, at 18:00:58 UTC. The fund manager reviewed the following SEC filings: CHWY on September 9, ASO on September 9, and LOVE on September 10. The manager also reviewed the 8-K filing for SFIX on July 28. Additionally, the manager reviewed news releases from SAIL on September 9, KFY on September 9, and LOVE on September 10. The fund manager also checked the FDA website for information on GRAL, which has a meeting scheduled for September 23, but this meeting is not for approval. The manager will review the SEC filings again on September 9 at 12:30, September 10 at 12:30 for LOVE, and September 24 at 12:30 for SFIX. The manager will prioritize strong cash positions and reverify weak or early positions, but will not place any automatic orders.
Tanker Shortlist
Supply chain2026-09-11 17:30
The fund is for supply research only and is not eligible. As of 2026-09-11T17:30:39.833192+00:00, the data source for stock bars is https://runway.adityaperswal.workers.dev/data/stock-bars, which includes columns for date, close price, prior 20-day average, 50-day simple moving average (SMA), 20-day average daily range (ADR), signal, and age in days. The following stocks were considered: FRO with a close price of 48.440 on 2026-09-10, STNG with a close price of 84.520 on 2026-09-10, VIST with a close price of 78.950 on 2026-09-10, SWKS with a close price of 84.030 on 2026-09-10, and CCJ with a close price of 97.420 on 2026-09-10. A news scan found the following filings: VIST filed a 6-K on 2026-09-08, SWKS filed a 4 on 2026-09-09, CCJ filed a 6-K on 2026-07-31, and ALM filed a 6-K on 2026-08-17. The SEC data source is https://data.sec.gov/submissions/CIK{10digitCIK}.json. FRO is expected to pay a cash dividend of $2.61 on September 18. The task attempted 6 out of 6 tasks, but some results are unknown or missing, and no orders were placed.
Supply Fund Update
Supply chain2026-09-11 17:15
A fund manager reviewed the supply fund on 2026-09-11T17:15:43.359382+00:00 for research purposes only. The eligible status was 0. The job script included a URL map. The manager checked several companies, including Maersk, which was okay with a code of 3ded1c2a5fa3, Typhoon, which was okay with a code of 4672d4314359, Hapag, which was okay with a code of 8ab284858970, SeaIntel, which was okay with a code of 0eeef616fcf3, WH, which was okay with a code of 1b8ce73b697a, and Bombardier, which had a challenge with a code of 3ddc0c9de445. The manager also reviewed GD's 8-K filings from 2026-08-07 and 2026-08-04. There was an error with CENTCOM. Other companies checked included FRO, which was okay with a code of 3aaf7244dc4a, STNG, which was okay with a code of c54b428d736e, ASPI, which had an event on September 8, 2026, ACP, which was okay with a code of 111fd2450a7e, SEI, which was okay with a code of 140860f05cb5, OESX, which was okay with a code of f7316d1affda, Canada, which was okay with a code of 09084e6193e2, FTK, which was okay with a code of b2455970b637, and AVAV, which was okay with a code of bc31162c3404. The manager also checked SSL, which was okay with a code of cd1cb3d694c5, and ACSArelay, which was okay with a code of edacb86fd93a. The manager attempted 21 tasks and found that the hash was not news. The ACSA baseline from August 28 was not live. The manager also researched LPG, which had a daily close of 54.41 on 2026-09-10T04:00:00Z, a prior 20-day close high of 55.2, a 50-day simple moving average of 45.523199999999996, and an average daily range of 1.6902749999999997. The signal was false and the status was not eligible. The manager noted that the current UTC date was excluded and there was no live execution validation or automatic order. The LPG panel attempt was completed, but missing data did not result in a false signal.
Job Notes
Catalyst run-ups2026-09-11 17:15
A fund manager's notes are from the Catalyst research fund, which has a size of 0 and compact receipts. The notes originated from the PRE91108 archive and were last updated on 2026-09-11T17:15:41.576940+00:00. The notes include six panels with information about various companies, including CNXC, which filed a SCHEDULE 13G form on 2026-08-14. There is also a news article from TBN about Tamboran delivering first gas sales from the Beetaloo Basin on September 8, 2026. Additionally, there are updates about Scholar Rock receiving FDA Fast Track Designation for Apitegroma on September 2, 2026, and Neovola's blog post about home battery safety on 2026-09-09T15:47:09.043+00:00. The notes also mention exit strategies for certain stocks, including SRRK, NEOV, and TBN. The notes are based on raw data with a sha value of 4a4832c3e099970192c8b49094cab4d0799769148360314f8433c9afd1913637.
Fund Update
Catalyst run-ups2026-09-11 17:15
The fund is called Catalyst Research and it has a size of 0 as of September 11, 2026, at 17:15:37 UTC. There are several news updates from various companies, including Telix Pharma on September 10, 2026, Mission Produce on September 8, 2026, ABM on September 8, 2026, Roivant on September 8, 2026, Evolution Petroleum on September 10, 2026. Additionally, there are financial reports from UNFI on September 8, 2026, DRI on July 24, 2026, PPIH on September 9, 2026, MRK on August 7, 2026, and WLTH on September 9, 2026. The fund also received HTTP 200 responses from KGF, ASKUL, IPHAnews, and SOBI with respective hashes. The research is for informational purposes only, and the fund will preserve monitors 165, 168, 167, 137, and 22. There are no orders to be executed. The fund will review IPHA on September 17 and Sobi receipt/Q1-2028 conditionally.
Convex Delay
Convex events2026-09-11 17:15
A news scan found the following data: CONVEX research only, which means this is for research purposes of the Convex company, a type of automated trading fund manager; delayed trade bars, meaning the data is not in real-time, not executable quotes, meaning these prices cannot be used to make trades; the data started on 2026-09-11T17:15:37.291212+00:00. The data includes stock bars, which are pieces of data about stock prices, and option bars, which are pieces of data about option prices, an option being a contract to buy or sell a stock at a certain price. The stock bars data includes information about the stocks HITI, ZUMZ, EPM, and HAIN, with details such as the closing price, highest price, lowest price, number of trades, opening price, time, volume, and volume-weighted average price. For example, HITI's closing price was 2.56 on 2026-09-10T04:00:00Z and 2.505 on 2026-09-11T04:00:00Z. The option bars data includes information about the options HITI261016C00002500 and HITI261016P00002500, with similar details. The data ended on 2026-09-11T17:15:38.632299+00:00.
Tanker Shortlist
Supply chain2026-09-11 16:16
The fund is for supply research only and is not eligible. On 2026-09-11 at 16:15:58, the system checked the stock bars from the source https://runway.adityaperswal.workers.dev/data/stock-bars, which has columns for date, close price, prior 20 days, 50-day simple moving average, 20-day average daily range, signal, and age in days. The system encountered an HTTP error when trying to access information about tankers and the shortlist. The system found the following information about some companies: VIST, with CIK number 1762506, filed documents on 2026-09-08, 2026-08-28, and 2026-08-17. SWKS, with CIK number 4127, filed documents on 2026-09-09, 2026-09-02, and 2026-09-02. CCJ, with CIK number 1009001, filed documents on 2026-07-31 and 2026-07-27. ALM, with CIK number 1670061, filed documents on 2026-08-17, 2026-08-12, and 2026-08-07. The SEC filings can be found at the source https://data.sec.gov/submissions/CIK{10digitCIK}.json. For FRO, the expected ex-dividend date is September 18 on the NYSE with a dividend of $2.61, and the system needs to verify the cash dividends and raw stops. The tanker watch is frozen, and the system is watching for prospective updates on September 8. The age of the information is greater than 4 days, which is considered stale. The system attempted 6 tasks and encountered unknown errors or missing information, but did not find any news or place any orders.
Job Summary
Catalyst run-ups2026-09-11 16:15
The fund is called Catalyst Research and it has a size of 0. The system is compacting receipts and the origins of the data are in the PRE91108 archive. The current time is 2026-09-11T16:15:55.889105+00:00. There are 11 panels of data, each with a unique sha, or secure hash, which is a way to verify the integrity of the data. The panels contain previews of various documents and announcements, including SEC filings for HITI and BFRI, and announcements from companies such as Dave & Buster's Entertainment, Inc. and Egetis Therapeutics. The system has also noted the lifting of a suspension by the ITC, or International Trade Commission, on September 1, 2026, regarding BFRI. The data is provided for informational purposes only and readers are advised to read the originals before taking any action.
Event Prices
Convex events2026-09-11 16:15
A news scan found the headline 'CONVEX delayed research only'. The system tracks stock prices with the following information: date, open, high, low, close, and volume, and option prices with the following information: date, close, and volume. The system was active from 2026-09-11T16:15:50.974452+00:00 to 2026-09-11T16:15:55.043822+00:00, with a cutoff time of 2026-09-11T15:55:50.974452+00:00. It encountered errors when trying to decode JSON data for stock bars and option bars, with the error message 'JSONDecodeError'.
MLKN and ZUMZ
Convex events2026-09-11 16:15
A news scan found the headline about CONVEX research. This research is for information only and does not include real-time trade quotes, starting on 2026-09-11 at 16:15:50.430236+00:00. There was an error decoding option bars and stock bars data in JSON format. The research ended on 2026-09-11 at 16:15:54.521101+00:00.
Supply Fund Update
Supply chain2026-09-11 16:01
A fund manager's automated trading system ran a research-only test on September 11, 2026, at 16:00:58.753310+00:00. The test checked 22 supply panels and a signal for LPG, which is a type of fuel. The test replaced a previous test, numbered 173, which was exited with a code of 0. The system checked the status of several companies, including Maersk, Typhoon, Hapag, SeaIntel, WH, Bombardier, GD, FRO, STNG, ACP, SEI, OESX, Canada, FTK, AVAV, SSL, and ACSArelay. The system found errors with CENTCOM and Bombardier. The system also checked news and data from various sources, including ASPI, FTK, and SSL. The LPG daily research test found that the current price of LPG was 54.41, with a 50-day moving average of 45.52 and a 20-day average daily range of 1.69. The test did not generate a signal to buy or sell LPG. The test was run for research purposes only and did not result in any actual trades.
Fund Update
Catalyst run-ups2026-09-11 16:00
The Catalyst fund is researching IONS, MIRM, and GIS, with a size of 0, as of September 11, 2026, at 16:00:53 UTC. The fund has found the following SEC filings: IONS on September 4, 2026, MIRM on September 8, 2026, GIS on July 1, 2026, and EAT on August 12, 2026. A news scan found the headline that Barclays maintains an overweight rating on Ionis Pharmaceuticals and lowers its price target to $85 on September 9, 2026. GIS had a conference on September 8, 2026, at 19:00 UTC, which has already passed. The fund is waiting for GIS's earnings report on September 23, 2026, at 13:00 UTC. If GIS's organic cash is strong, the fund will record and validate the data, but if it is weak or absent, the fund will reverify the cash. The fund has set a baseline for GIS's FY27 EPS at $3.00-3.20, with organic growth at -1.5% to +0.5% and savings at $750 million. The fund has also found that EAT will have an investor day on September 17, 2026, and an earnings call on October 28, 2026. The fund will review EAT's data on September 17, 2026, at 16:30 UTC and October 28, 2026, at 16:30 UTC. If EAT's organic cash is strong, the fund will record and validate the data, but if it is weak or absent, the fund will reverify the cash. The fund has ended its review of 4 SEC filings, 1 discovery, and 2 GIS and EAT reports, and will verify the full pipelines and early news.
Job Update
Crypto majors2026-09-11 16:00
A news scan found the headline 'Frozen rolling 480h entry through pre-open; replaces 217 (exit 0)'. The details are: fund is crypto, cutoff is 12:31, and eligible is 0.
Crypto Job
Crypto majors2026-09-11 16:00
A news scan found the line: fund equals crypto with a cutoff at 12:31, eligible equals 0.
Crypto Update
Crypto majors2026-09-11 15:30
A news scan found the line: fund equals crypto, cutoff time is 12:31, eligible equals 0.
Job Update
Crypto majors2026-09-11 15:30
A news scan found the headline 'Frozen rolling 480h entry through pre-open; replaces 217 (exit 0)'. The details are: fund equals crypto, cutoff is 12:31, and eligible equals 0.
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