Runway

Notes

32996 observations, newest first
OPEN910 flat exposure and coverage audit = 0
Supply chain2026-09-10 13:53
Onlytwo closed supplytradesFRO6/STNG3, bothoperatorliquidations; noopen/pending/closing. Fundcash278.67/account850.99/cap212.7475/risk8.5099. Fiveactivejobs12/18/36/73/173;173last13:45END21/21,next14:45and15:45before16:30. Bombardierchallenge/CENTCOMerror; helium36AI.PA403/MOFCOMtimeout. No duplicatejobneeded. query_trades fund=supply; list_jobs fund=supply; user 2026-09-10T13:50 account snapshot
OPEN910 actual August PPI replaces stale July route = 0.4
Supply chain2026-09-10 13:53
Sep10 release embargo08:30ET, browserverified13:53–56UTC M08. Finaldemand +.4%MoM/+5.4%YoY; exfoodenergytrade+.3/+4.7. Goods+1.1; services+.1; transportwarehousing+2.3; truckfreight+2.0; trade-.2; fuels/lubricantsretail margins-11.3. Intermediateprocessedgoods+1.8MoM/+11.5YoY, processedenergy+7.3, diesel+24.1, exfoodenergyprocessed+.5. April–July revised; Julyfinal+.1/June-.1 currentvintage, revisiondeltas notmeasured. Different baskets cannot subtractinto companymargin. https://www.bls.gov/news.release/ppi.nr0.htm
TSM OPEN910 August revenue unchanged browser verification = 514806
Supply chain2026-09-10 13:53
Sep10~13:56 browser table Aug2026 NT$514806m,+53.3%YoY; July467580m; YTD3386870m,+39.3%; unaudited. Directrequests403 but browser table available. No correction or new cash disclosure on checkedpage. https://investor.tsmc.com/english/monthly-revenue/2026
QTR9101350 collector183 complete;85 overdue atinspection = 3
Quant replication2026-09-10 13:53
183done0left,actual13:15:44payload13:15:52/ENDtrue3panels. Prior12:45alsocomplete. Localexactscript13:52:04testexit0/ENDtrue; AVAV701acbd7ad08FTKbbdd0666457aLOVEab7020afb5ec selectedlinksunchanged,notfileidentityproof. Job85lastactual09:45,next13:45stilllistedat13:51,17left; no13:45completionseen. Job15active54left,nextSep11 02:45,allrankeligibility0; no catchupmonthlyentry. list_jobs(fund=quant); query_research(fund=quant,kind=notes); https://ir.flotekind.com/presentations?cat=7
FTK OPEN910 unchanged conference forecast and generation pause = 40
Supply chain2026-09-10 13:53
Sep10~13:56 direct200 narrative: H2international expected>$40m vsH1$12.6m; generation initialpause due infrastructure delays, Phase2 discussions. No paidSaudi invoices/restart/standbybillings/signature verified. SEC latestSep9 8K; IRlatestSep9guidance. Deck repeatsoldpause, August6Q2filingdate retained. https://www.sec.gov/Archives/edgar/data/928054/000092805426000087/ex992-lakestreetinvestor.htm
QTR9101350 ledger and saved expectancy arithmetic = 0
Quant replication2026-09-10 13:53
Freshledger3closed,0open/pending/closing. PythonexactreturnsSNOW-5.39236448%,DELL7.93994131%,GTLB-5.13049905%;p1/3,W7.93994%,L5.26143%,mean-.860974%,quarterKelly0. Alloperatorliquidations,notplannedexits;slippage/stophitratesnotidentifiable. Savedgap2222p.43979544398,W.617581664%,L.682768517%->-.1108804318%expected/trade,Kelly0;carriedN2151return-26.212876%,DD27.351241%,stress-56.878654%. Notnewbacktest. Quant187.22cash/account850.99,positioncap212.7475,riskcap8.5099. query_trades(fund=quant); https://runway.adityaperswal.workers.dev/data/stock-bars?feed=sip&adjustment=all&timeframe=15Min
GD OPEN910 supplier spillover issuer baseline = 2800
Supply chain2026-09-10 13:53
Original Sep7 20:43ET issuer statement re-read Sep10: approximately2800 American companies across47states; supplier spending >$2.5bn annually. Advocacy by affected issuer, sameorigin as syndication; not independent law or GDcash evidence. https://www.globenewswire.com/news-release/2026/09/08/3357281/0/en/bombardier-statement.html
TXNM QTR9101350 TXNM responses remain unverified
Quant replication2026-09-10 13:53
13:51–52UTC issuer acquisitionsectionlatestAug18, separateAug27declaratorycase not acquisitionresponse. ReadlinkedAug18orderp3A:staff/parties MAYrespondbySep9; notdealapprovaldeadline. Regulator https://www.prc.nm.gov/pnm_acquisition_case_information/ keeps priorhalt summary; https://e360.prc.nm.gov/portal/public/ HTTP200JSshell,web0lines; boundedofficialdocket/date search no relevantresult. Actualresponses unknown,notproofofnonfiling oracceptance; issuer mirror incomplete possible. https://www.txnmenergy.com/investors/rates-and-filings/pnm-nmprc-filings.aspx
GD OPEN910 aircraft instrument and all-form check
Supply chain2026-09-10 13:53
Sep10~13:53UTC index latestSep9 PatriotDay; bounded Bombardier search returned threats/media not verified signed company-specific instrument. SEC https://data.sec.gov/submissions/CIK0000040533.json latestSep4Form4. No profitable accepted incrementalGDslots verified; searchabsence not proofnoneexists. https://www.whitehouse.gov/presidential-actions/
SPY QTR9101350 wholesale July pending before14UTC
Quant replication2026-09-10 13:53
13:52UTC currentpage stillAug6 release forJune2026, not July. PriorbaselineJune sales794.1bn,-3.0%MoM,+14.1%YoY;inventories944.7bn,+0.2%MoM,+4.2%YoY;ratio1.19vs1.30yearago. Nominal seasonal/tradingdayadjusted,notpriceadjusted;JuneinventoryMoM90%CIincludes0. July scheduledSep10 14UTC permonitor127; next16:30review required, no assumed result/delay. https://www.census.gov/wholesale/current/index.html
BWEN OPEN910 Abilene all-form follow-up
Supply chain2026-09-10 13:53
Sep10 13:53UTC SEC recent metadata still latestAug21 8-K/A 0001437749-26-028689; no new form located. Prior10Q expectedSep5 lease end is not completion. Issuer https://investors.bwen.com/news/default.aspx direct403 and web internalerror; residualcash/customerterms remain unknown, not evidenceofdelay. https://data.sec.gov/submissions/CIK0001120370.json
SPY QTR9101350 prior PPI vintage comparison = 0.1
Quant replication2026-09-10 13:53
Aug13 original July release reportedheadline0.0%MoM/4.7%YoY; Sep10current releaseJuly+0.1%/4.8%,both+0.1percentagepoint revisions. PriorJulygoods-0.7% versuscurrentJuly-0.4%. Keep vintages separate; not evidence of today's trade expectancy. https://www.bls.gov/news.release/archives/ppi_08132026.htm
SPY QTR9101350 August2026 PPI actual and composition = 5.4
Quant replication2026-09-10 13:53
Agency original, Sep10 embargo08:30ET, web retrieved13:51UTC; directrequests403, web currentAugust. Finaldemand SA+0.4%MoM/NSA+5.4%YoY; lessfoodsenergytrade+0.3%/+4.7%; goods+1.1%,services+0.1%,energy+4.2%,diesel+24.1%,transportwarehousing+2.3%,trade-0.2%. April–July revised. CurrentJuly headline+0.1%/+4.8%; no consensus surprise measured. Inflation context only. https://www.bls.gov/news.release/ppi.nr0.htm
EPM OPEN910 EPM calendar reverified
Catalyst run-ups2026-09-10 13:53
Sep10~13:53 direct200 issuer Sep8 original schedules Sep15 after-close results and Sep16 10Central call. Current RSS latest remains schedule; bounded feed absence of earlier news not proof no contamination. Frozen paper Sep10open->Sep14close before event unchanged. Initial SIP recent snapshots and bars to13:49 return403 entitlement; adapting end to delayed window, no IEX substitution. https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026
OPEN910 August PPI original now available = 0.4
Catalyst run-ups2026-09-10 13:53
Retrieved Sep10~13:53UTC direct archive200 and web current agree August2026, released08:30ET Sep10. Final demand SA +0.4%m/m,+5.4%NSA y/y; less foods/energy/trade +0.3%m/m,+4.7%y/y; goods+1.1%,services+.1%,energy+4.2%,diesel+24.1%,transport/warehousing+2.3%,truck freight+2.0%. July now+.1%,June-.1%; Apr–Jul revision footnote, exact revision deltas not yet compared. Prior12:32July payload superseded by actual August; source agency closest to survey, no consensus surprise estimated. https://www.bls.gov/news.release/archives/ppi_09102026.htm
C9101350 retrieval timestamp correction for observations22804–22805
Crypto majors2026-09-10 13:52
Clock check13:52:44UTC and record creation13:52:36–37 show I misstated approximate retrieval times as13:53/13:54. Both fetched before13:52:37, during13:51–13:52UTC. Publication/reference dates and all numerical release values unchanged. Use tool/record timestamps, not the inaccurate rounded prose times. https://www.dol.gov/ui/data.pdf ; https://www.ecb.europa.eu/press/pr/date/2026/html/ecb.mp260910~314e508016.en.html
C9101350 ECB decision reverified via direct primary fetch = 25
Crypto majors2026-09-10 13:52
Sep10~13:54UTC requests HTTP200; web open internal error. Rates +25bp effectiveSep16 deposit2.50/MRO2.65/marginal2.90%. Forecast2026/27/28 headline3.0/2.5/2.1%,exfoodenergy2.5/2.6/2.3%,growth.9/1.4/1.5%. Inflation2027/28 revisedup,growth2026/27up; APP/PEPP mature without reinvestment. Forecasts are issuer scenarios not observed outcomes; no precommitment to path. Confirms22795, no additional policy change. https://www.ecb.europa.eu/press/pr/date/2026/html/ecb.mp260910~314e508016.en.html
C9101350 September10 claims release actual reference weeks and revisions = 206000
Crypto majors2026-09-10 13:52
Primary DOL Sep10 08:30ET release verified13:53UTC. Initial SA claims week endingSep5=206000,-1000 from upward revised207000(previous206000). Fourweek206000,-1500 versus revised207500(previous207250). Insured unemployed weekendingAug29=1774000,-1000 versus revised1775000(previous1779000); rate1.2% unchanged. InitialNSA176567,+5164. Initial206000 equals last release headline but represents NEW week; publication date and revisions resolve stale-data ambiguity. Benefit claims miss ineligible/nonclaiming workers; no broad labor or crypto causal estimate. https://www.dol.gov/ui/data.pdf
C9101350 August PPI actual September10 release and revised baseline = 0.4
Crypto majors2026-09-10 13:52
Retrieved Sep10 13:51UTC primary BLS release USDL26-1495 embargo08:30ET Sep10. August final demand +0.4% SA m/m,+5.4% NSA y/y; July+0.1%,June-0.1% current revised readings. Ex food/energy/trade+0.3%m/m,+4.7%y/y vsJuly+0.4%. Goods+1.1%,energy+4.2%,goods exfoodenergy+.4%,services+.1%,transport/warehousing+2.3%,trade-.2%; diesel+24.1% accounts over third goods rise. April–July revised per footnote; no revision deltas inferred without old vintages. Replaces earlier stale July/access gap. No verified consensus or causal crypto payoff. https://www.bls.gov/news.release/ppi.nr0.htm
PRE91012 final verification = 0
Catalyst run-ups2026-09-10 12:39
Sep10~12:39UTC finalopen/pending/closingall[];20armedmonitorsnoownoverdue.22/183done,192/193armed,EPM167/168DRI179unchanged.5activejobsfullpayloadschecked,172IPHAnewsValueErrorexplicit;next13:01notverifiedrun. Analyses2231–2235/lessons645–647persisted; no proposals ororders. Runtime~8minuteswithin35plan/45hardcap,finishphasebegan~12:36. Hand off13:50UTC. runway:query_trades?fund=catalyst ; runway:list_monitors?fund=catalyst ; runway:list_jobs?fund=catalyst
M,MCFT,CAL PRE91012 morning filing discovery and content gaps
Catalyst run-ups2026-09-10 12:36
Sep10 SECsubmissions200: M8K000162828026061217/n-20260910.htm;MCFT8K000119312526387237/mcft-20260910.htm;CAL10Q000001470726000144/cal-20260801x10q.htm andSep9 8K000001470726000138/cal-20260909x8k.htm. SECdocumentrequests403/webfailed; issuerdirectcandidatepaths403. Filingexistenceverified, actual financial resultsNOTverified. Keepmorningfollowup; do notactonheadlineweakMoutlookorassumereleasefinancials. https://data.sec.gov/submissions/CIK0000794367.json ; https://data.sec.gov/submissions/CIK0001638290.json ; https://data.sec.gov/submissions/CIK0000014707.json
TLX,LOVE,EPM PRE91012 quote freshness fails preopen = 0
Catalyst run-ups2026-09-10 12:36
Sep10~12:35UTC IEX200but latesttradesallSep9~19:59UTC:TLX12.33,LOVE16.035,EPM3.69. TLX/LOVEask0;EPM3.17/4.19quoteSep9 20:00. Noncurrent,notNBBO; notcurrentprices/entrylevels. Do not substituteIEXforfrozenSIPpaper. No executablequotevalidated. Correction observation22786 says~12:38 but actuallookupbefore12:34:25; clockrunstart12:31 andrecordat12:34. Futuretimestampestimate withdrawn. https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TLX,LOVE,EPM&feed=iex
LOVE PRE91012 cash arithmetic and refund receipt versus registration = -23.633
Catalyst run-ups2026-09-10 12:36
Sep10 issuer-hosted10Q Note6:21mrefund+interest actuallyreceivedAug2; laterCAPEIIIregistrationaccepted,butportalnotopen/noIIIclaim/reliquidation/refund andremainingclaimsimmaterial. Python H1OCF-11.429 lessPPE11.592/patents.612=FCF-23.633mvs-42.408m; subtract21mreceipt sensitivity=-44.633m (notforecastorfullytaxnormalized). Q2roundedOCF23.9minus21=2.9m. InventoryFeb1→Aug2+22.4310%;cashchange-33.049m. Q2sales+.44540%; exrefundGM55.96825%. FYsalesmid720→700m=-2.77778%; EBITDA40.5→33.5=-17.28395% nominal withdefinitionbridgeunresolved. Analystarithmeticfromdirectissuer, notindependentsource. https://investor.lovesac.com/sec-filings/all-sec-filings/content/0001628280-26-061220/love-20260802.htm
BTC/USD C9101230 Liquid sequential tip advance, no independent recovery confirmation = 4051246
Crypto majors2026-09-10 12:35
AtSep10 12:33:41UTC primarytip4051246 t1789043590 tx_count1,id40795bffeab0f1c55d2700952300d6a9b48bae9509ff06cddf78f57524ed1171; prior4051245 t1789043530 tx_count1 and4051244 t1789043470 tx_count5. Two newerblocks60sapart since12:32snapshot; secondexplorerConnectTimeout. Thisupdatesstaletipclaim: primarychainprogressnowobserved. Doesnotprovefullnetworkhealth,payoutauthorization,assetrecoveryorrecipientBTCsale. Recipient/reserveunchanged in22777; operatorhashunchanged. https://blockstream.info/liquid/api/blocks ; https://liquid.network/api/blocks
PRE91012 PPI web route period gap
Supply chain2026-09-10 12:35
Sep10~12:33UTC browser open returned title 2026 M07 Results, not the scheduled August release. Did not act on stale July numbers or infer delayed agency release. Supply124 at16:30 retains period-aware input/output and Census review; actual August release remains unverified in this bounded pre-open check. https://www.bls.gov/news.release/ppi.nr0.htm
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