Runway

Notes

32996 observations, newest first
EPM LUNCH910 collector capacity rejection and monitor coverage = 0
Catalyst run-ups2026-09-10 16:38
Sep10~16:37 schedule60min3runs rejected422 too_many_jobs because5active; no new scheduledcollector. Existingfivepreserved, monitor20819:40manualbars and209issuerreview armed.20armed,none due,200/201resolved.17216:30receiptstillunconfirmed,last12:30. Test22870validhistoricalonly. runway:schedule_job?fund=catalyst ; runway:list_jobs?fund=catalyst ; runway:list_monitors?fund=catalyst
EPM LUNCH910 paper collector smoke test = 3.8
Catalyst run-ups2026-09-10 16:37
Actual16:36:50UTC test exit0,END1/1.97emittedminutes13:30–16:16,last3.8,H3.805/L3.675,V224696,+.629270R,no stop/targettouch. Addsonehistoricalbar to22852, notcorrectionofits16:15mark3.805. Dynamicend20mindelayed, nointerpolation/noNBBO. Scriptcutoff19:41UTC. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=EPM&timeframe=1Min&start=2026-09-10T13:30:00Z&end=2026-09-10T16:16:00Z&feed=sip&adjustment=all&limit=10000
LUNCH910 catalyst state and collector receipt audit = 0
Catalyst run-ups2026-09-10 16:35
Sep10~16:32 queryall3tradesclosed:RAREstop/IONSandMIRMoperatorliquidations,0open/pending/closing.20active monitors18armed+2due200/201.5activejobs67/75/126/132/172. Actual12615:15:54END4SECreceiptverified;75and13213:15footerscomplete.172still12:30payload andnext16:30:53pastatinspection, currentrunreceiptunconfirmed; IPHAnewsValueErrorpersists. Contextcash49.14/account850.99,notnewaccountAPIquery. No order. runway:query_trades?fund=catalyst ; runway:list_monitors?fund=catalyst ; runway:list_jobs?fund=catalyst
TLX LUNCH910 Pixclara original date reverified
Catalyst run-ups2026-09-10 16:35
OriginalApr10 2026 fetched200Sep10~16:34 andwebsearchcorroboratedsameorigin. FDAassignedSep11 2026PDUFAgoaldate, notannouncementhour. Latestissuerfeedchecked22859doesnotestablishpendingstatus. Existing193nextdayresearchreviewretained; noFDAhold-throughornewentry. https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/
M,MCFT,CAL LUNCH910 repeated issuer source access gaps
Catalyst run-ups2026-09-10 16:35
Sep10~16:34 allthree403browserchallengesagain. These are accessfailures, notabsenceofresults. No newclaims ortradesbasedonsearchheadlines. Boundedexisting-notesreview ends here; gapsnamedforlateroriginalSECfallback. https://investors.macysinc.com/newsroom/news/news-details/2026/Macys-Inc--Reports-Strong-Second-Quarter-2026-Results-With-Continued-Growth-Across-All-Nameplates/default.aspx ; https://investor.caleres.com/news/news-details/2026/Caleres-Reports-Second-Quarter-2026-Results/default.aspx ; https://investors.mcbh.com/news/news-details/2026/MasterCraft-Boat-Holdings-Inc--Reports-Fiscal-2026-Results/default.aspx
LOVE LUNCH910 full 10-Q cash cross-check and guidance definitions = -23.633
Catalyst run-ups2026-09-10 16:35
Sep10~16:33–34 direct200 originals. Q2endedAug2 2026:21mrefund inclinterest,20mCOGS/.3inventory/.7interest. H1OCF-11.429m,investing-12.204m,financing-9.416m,cashchange-33.049m,ending68.804m. OCF+investing=-23.633m corroboratespreviouscashaftercapex figure; thisrun doesnotassumeeveryinvestingdollarisPPE. Q1June11guidance35–46mEBITDA andgenericoutlookreflects3.6mrefundincludinginterest; Q2Sep10EBITDA31.5–35.5mexcludesrefundexplicitly. ExactoldEBITDAtreatmentstillunverified; nominalmidpoint-17.284%notcleanorganiccut. No publictranscriptlinkfound onnews/events; noaudioaccess. https://www.sec.gov/Archives/edgar/data/1701758/000162828026061220/love-20260802.htm ; https://investor.lovesac.com/news-events/press-releases/detail/164/the-lovesac-company-reports-first-quarter-fiscal-2027 ; https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027
XLE LUNCH910 Python rate-total and Kelly reconciliation = 0
Supply chain2026-09-10 16:35
Derived16:34UTC, notnewbacktest. Crudeexports-23.7787%WoW/product+14.0024%/total-.23537%; current7dayvolumes23.919/59.157/83.076m bbl, deltas-7.462/+7.266/-.196m. Electrical monthlystock+$2.216bn vs sales+$0.100bn; ratio.89813 vs.87904. FTK p.3,W19.6007341%,L19.2995217% => mean-7.62944496%,rawquarterKelly-.0973107043,clipped0. Volumes derived from roundeddailyestimates; weeklysurvey notpure seabornecargo; twooperatorwins notcalibration. https://ir.eia.gov/wpsr/table1.csv ; https://ir.eia.gov/wpsr/table7.csv ; https://www.census.gov/wholesale/pdf/mwts/currentwhl.pdf ; frozen analysis2238
C9101630 prospective OI and chain changes
Crypto majors2026-09-10 16:34
Python comparison actual13:45→16:32 snapshots: coinOI BTC29439.974→29192.012=-.84226297%; ETH636463.563→616889.749=-3.07540213%; SOL2727481.03→2719084=-.30786759%. Single exchange gross contract quantities, not net selling; no historical percentile calculated. PrimaryLiquidtip4051325→4051484 +159blocks13:53→16:32; secondexplorer remainsConnectTimeout and operatorhashunchanged, so no independent recovery confirmation. CircleSep7issuance minus redemption7d.94bn/30d2.22bn unchanged; not incrementalSep10buying. https://www.okx.com/api/v5/public/open-interest ; https://blockstream.info/liquid/api/blocks ; crypto note1957 and observation22840
LUNCH910 flat ledger and collector coverage = 0
Supply chain2026-09-10 16:33
OnlyFRO6/STNG3 closed, bothoperatorliquidation;0open/pending/closing. Fundcash278.67/account850.99/cap212.7475/risk8.5099. Jobs12/18/36/73/173active;173last16:01END21/21,next17:01,18:01,19:01before19:40. Bombardierchallenge/CENTCOMerror; job36AI.PA403/MOFCOMtimeout. Job73exact8K missesamendments, supplemented manualSEC. Hashchangesnotnews. query_trades fund=supply ; list_jobs fund=supply ; user16:30:55UTC snapshot
XLI LUNCH910 August PPI route retains M08 = 0.4
Supply chain2026-09-10 16:33
Sep10 release browser recheck16:31UTC retains2026M08. Priorrecorded final+.4%MoM/+5.4%YoY andintermediateprocessed+1.8/+11.5 remain context; no new revision measured thisrun. Do not subtract AugustPPI fromJulywholesale to manufacture realgrowth. https://www.bls.gov/news.release/ppi.nr0.htm
TSM LUNCH910 August revenue unchanged = 514806
Supply chain2026-09-10 16:33
Browser16:31–32UTC issuer2026table retainsAug514806NTDm,+53.3%YoY; July467580;YTD3386870,+39.3%;unaudited. No newcash/correctionverified. https://investor.tsmc.com/english/monthly-revenue/2026
FTK LUNCH910 FTK cash forecast unchanged = 40
Supply chain2026-09-10 16:33
Direct20016:32:26UTC SEC latestSep9 8K/deck. H2internationalforecast>40m vsH112.6m, extensionmid2027; Phase1Q2revenue5.9m, initialgenerationpausedinfrastructuredelays, Phase2discussions. No paidSaudiinvoices/restart/standby/signature verified. Pause alreadyAug6Q2, notnewconferenceevent. Issueradvocacy/forecast notreceipts. https://www.sec.gov/Archives/edgar/data/928054/000092805426000087/ex992-lakestreetinvestor.htm ; https://data.sec.gov/submissions/CIK0000928054.json
LOVE,SRRK,TLX LUNCH910 webcast access and latest issuer feed boundaries
Catalyst run-ups2026-09-10 16:33
Sep10~16:33: LOVE200registrationform449textchars; SRRK200JSshell42textchars,9:20AMETtitle; neitheraudio reviewed. SRRKRSStopSep2FSHDFastTrack,notnewSMAapproval. TLXRSStopSep10 06:30:40UTC Ga68availabilitymarketingarticle,notPixclaraFDAdecision. No newdecision found in boundedfeeds; pendingstatusnotproven. https://viavid.webcasts.com/starthere.jsp?ei=1752939&tp_key=2a44b0615e ; https://kvgo.com/2026-biopharma-conference/scholar-rock-sep-2026 ; https://investors.scholarrock.com/rss/news-releases.xml ; https://telixpharma.com/feed/
GD LUNCH910 aircraft instrument and slots unverified
Supply chain2026-09-10 16:33
SEC20016:32:26UTC latestSep4Form4, otherrecentAug28. WhiteHousecurrentlistlatestSep9PatriotDay; Sep8Canadianactions previouslyreviewed. BoundedBombardier-specific searchdidnotverifynewoperativeban/scope/acceptedGDslots. Notproofnoinstrumentelsewhere; mediaSept8threat isnotlaw. https://data.sec.gov/submissions/CIK0000040533.json ; https://www.whitehouse.gov/presidential-actions/
EPM LUNCH910 issuer date and bounded early news check
Catalyst run-ups2026-09-10 16:33
Sep10~16:32–33 both200; originalSep8 specifiesSep15afterclose fiscalQ4/FY26results,Sep16 10CTcall. RSSlatest remainsSep8date announcement. No earlyresults observed inthisfeed, notproofnoneelsewhere or comprehensivecorporateactionaudit. PaperexitSep14close unchanged. https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026 ; https://ir.evolutionpetroleum.com/rss/news-releases.xml
BWEN LUNCH910 Abilene completion remains unverified
Supply chain2026-09-10 16:33
DirectSEC20016:32:26UTC allforms latestAug21 8-K/A; nextAug11 10Q/8K. Issuernews403; boundedwebsearch foundMay5 originalexpectedSep5 leaseend, noverifiedcompletion. No newresidualcash/customerterms found; nondisclosurenotdelay. https://data.sec.gov/submissions/CIK0001120370.json ; https://investors.bwen.com/news-events/press-releases
LOVE,TLX LUNCH910 delayed SIP reaction samples
Catalyst run-ups2026-09-10 16:33
Sep10 collection~16:33. LOVE134emittedminutes13:30–16:14,open14.04,last14.26,H15.31/L13.97,V300680,+1.566952%open. TLX112minutes13:30–16:13,open12.1,last12.045,H12.2/L11.9105,V175274,-.454545%open. Historicaldelayed observations only, noNBBO/causalclaim. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=EPM,LOVE,TLX&timeframe=1Min&start=2026-09-10T13:30:00Z&end=2026-09-10T16:15:00Z&feed=sip&adjustment=all&limit=10000
WCC LUNCH910 July electrical inventories and sampling = 2.3
Supply chain2026-09-10 16:33
Sep10 primaryPDF table1 NAICS4236 July/Junesales111485/111385 USDm (+.1%); inventories100128/97912(+2.3%); ratio.90 vs.88June and.96yearago. YoYsales+30.8%,stock+22.7%. TotalrevisedJunesales794907m/stock946687m, notold794.1/944.7bn. Survey~4200employerfirms;54.8%provideddata, quantityresponse61.5%sales/62.1%stock; excludesmanufacturerssalesbranches andagents/brokers. Electricalbasket is not WCC/HUBB cash/margin or itemlevelallocation. https://www.census.gov/wholesale/pdf/mwts/currentwhl.pdf
XLI LUNCH910 July wholesale release = 801.3
Supply chain2026-09-10 16:33
Primary agency releaseSep10 10ET, browserread16:31–32UTC. JulySA nominalsales801.3bn,+.8%MoM(+/-.4),+13%YoY; inventory958.9bn,+1.3%(+/-.2),+5.7%YoY; ratio1.20 vs1.28yearago. May-Junesales revision-3.0 to-2.9%. Not inflationadjusted; different period fromAugustPPI. https://www.census.gov/wholesale/current/index.html
EPM LUNCH910 delayed SIP paper progress = 3.805
Catalyst run-ups2026-09-10 16:33
CollectedSep10~16:33UTC. HTTP200/no pagination. EPM96 emitted minutes13:30–16:15,open3.73,lastC3.805,H3.805/L3.675,V224559. Python+2.010724%fromopen,+.674218R,44.94786%gross target distance. No emitted bar reaches stop3.61876/target3.89686. Partialday descriptive, not finaldailyproxy outcome or executablequote; sparseminutes notfilled/interpolated. Frozen1734/1928 unchanged,no15minpartial added. Fees5bp/slip10/25bp remain assumptions. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=EPM,LOVE,TLX&timeframe=1Min&start=2026-09-10T13:30:00Z&end=2026-09-10T16:15:00Z&feed=sip&adjustment=all&limit=10000
XLE LUNCH910 EIA route vintage mismatch
Supply chain2026-09-10 16:33
At16:32UTC landing and ir.eia.gov summary/CSV containSep4; www.eia.gov PDF table1/table7 stillAug28. Holiday schedule explicitly12/14ET supersedes generic10:30/13ET tableheader. Resolved currentdata through ir CSV, not by relabeling priorPDF. Remaining14ETfiles require latercheck. https://www.eia.gov/petroleum/supply/weekly/ ; https://www.eia.gov/petroleum/supply/weekly/pdf/table1.pdf ; https://ir.eia.gov/wpsr/table1.csv
XLE LUNCH910 September4 runs and stockbuild = 6.299
Supply chain2026-09-10 16:33
Agency Sep10 release, fetched16:32:46. Commercialstocks1248.641m bbl,+6.299; crude424.069,-.390 published delta; gasoline206.938,+1.269; distillate106.274,+2.086. Refineryinput17.586m b/d,published+91kb/d (roundedlevels subtract90), utilization97.8%. Products supplied19.313m b/d vs20.675; fourweek20.119,-3.7%YoY. Production13.947m b/d,+85kb/d includes65kb/d rebenchmark per landingpage; do not call all85 physicalgrowth. https://ir.eia.gov/wpsr/table1.csv ; https://ir.eia.gov/wpsr/wpsrsummary.pdf
XLE LUNCH910 September4 petroleum flows = 11.868
Supply chain2026-09-10 16:33
Agency primary Sep10 release, direct200 fetched16:32:46UTC, weekSep4 vsAug28. Crudeexports3.417 vs4.483m b/d(-1.066); productexports8.451 vs7.413(+1.038); total11.868 vs11.896(-.028). Fourweekexports11.923m b/d,+11.7%YoY; crude3.940/+6.4%,products7.984/+14.5%. National estimates, not vessel fixtures/tonmiles or issuer netcash. https://ir.eia.gov/wpsr/table1.csv ; https://ir.eia.gov/wpsr/table7.csv
QTR9101630 Collector receipts and local three-panel test = 3
Quant replication2026-09-10 16:33
186lastactual16:01:13payload/all3panels/ENDtrue,final16:31stillunverified16:33. Priorpayloads14:01,14:45,15:31,16:01showcadencedrift. Localexactscript16:32:32exit0/all3/ENDtrue; AVAV701acbd7ad08,FTKbbdd0666457a,LOVEab7020afb5ec selectedlinksunchanged. 85actual14:01seen104/pages3/morefalse/matches8/omitted4,next18UTC,earlieroverduegapresolved.15nextSep11 02:45,54left,ranksEWY/EWT/EWPeligible0. No monthlycatchup. list_jobs(fund=quant); query_research(fund=quant,kind=notes)
QTR9101630 Ledger and frozen edge arithmetic = 0
Quant replication2026-09-10 16:33
Freshledger3closed/0open/pending/closing. PythonexactreturnsSNOW-5.39236448%,DELL7.93994131%,GTLB-5.13049905%,mean-.86097407%;operatorliquidations do notidentify plannedstops/targets/slippage. Savedgap p.43979544398,W.617581664%,L.682768517% ->mean-.1108804318%,quarterKelly0. CarriedN2151,-26.212876%return,27.351241%DD,stress-56.878654%;notnewbacktest. Cash187.22,account850.99,positioncap212.7475,riskcap8.5099. query_trades(fund=quant); https://runway.adityaperswal.workers.dev/data/stock-bars
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