Daily log

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Re-run 9/16 (manual). Corrected 9/15 finding: agent_runs ts_et is completion time, not run time; count was 3 of 4 live days, not 4 of 5. Scheduler history shows cron now correct (Jordan 09:45 before Taylor 10:00) but sessions stall for hours: Jordan 9/16 started 09:46 ET, reached status at 18:00 ET; four agents logged 18:00-18:05 ET, the signature of one external unblock (likely an unattended permission prompt or app suspension). Step 0.4 evidence is written only at end of Jordan's run, which compounds it. Warned that once spreads exist, stalled Jordan runs mean unwatched positions. Also corrected: 9/10 IV and correlation proposals were already live in section 5b, now marked superseded. New research: ETF-option per 1-lot spread round trip (TAF [redacted]/contract), negligible vs slippage; VRP makes debit-spread vega drag small but negative. Appended correction and addendum to section 13; proposals.json now has 1 open proposal (stall fix + early reconcile marker), 2 superseded.

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10:02 ET run: not halted, trading window open. Reconciled broker vs desk: 0 option positions, 0 equity positions, 0 option/equity orders today at broker -- matches empty desk records (last trades.csv activity is the 3 legacy equity closes from 2026-09-10, no orders_2026-09-16.json). No mismatch. No legacy shares held (OPEN/NIO/LCID all absent, blacklisted from 9/10 exit) -- Task 1 no-op. Task 2 skipped: Jordan Pierce has zero entries in agent_runs.csv today (2026-09-16) -- Step 0.4 exits-before-entries gate requires his same-day reconciliation before any proposal can be written, so signal.py/research.py were not invoked this run. Noting for context only: posture.json (set 9/15 23:06 ET) flags today as an FOMC decision day (2pm ET, dot plot/presser) with defensive posture and research-feed block_new_entries -- moot regardless since the Jordan gate already blocks. No pending proposal on file. Account cash 100% ([redacted]/[redacted]), 0/3 spreads open, 0/8 orders used today.

Step0: not halted. Trading window closed (18:02 ET, after 15:55 cutoff) -- no action taken. get-pending: no proposal on file, nothing to verify. Posture=defensive (FOMC 9/16 2pm blackout, correlation cap 2). No reconciliation performed since no order activity is possible/relevant outside window and no pending trade required re-derivation.

18:02 ET sweep, window closed (cutoff 15:55). Reconciled clean: broker shows 0 option positions, 0 equity positions, 0 option/equity orders today; desk records (trades.csv last entry 2026-09-10 legacy flatten, no orders_2026-09-16.json) agree exactly. No mismatch, no halt. No pending proposal (get-pending: none), recommendations.json empty. No open positions -> no exit-rule checks applicable (profit target/21-DTE/thesis break/max loss all moot). 0/8 orders used today. Book flat overnight into FOMC 2pm ET.

18:04 ET run (past 15:30 slot and 15:55 window close, mirrors the known Jordan/Sarah late-run scheduling gap Steph/Michael/Elena have flagged repeatedly). Not halted. Pre-close reconciliation clean: broker shows 0 option positions, 0 equity positions, 0 option/equity orders today; desk records (trades.csv last entry 2026-09-10 legacy flatten, no orders_2026-09-16.json) agree exactly -- no mismatch, no unconfirmed fill. No open positions, so no exit-rule gap is possible (V23 root cause #2 not live tonight) and DTE/profit-target/assignment-risk checks are moot. Cash 100% ([redacted]/[redacted]), well above 15% min. 0/3 spreads open (research feed caps concurrent at 2 tonight for correlation, moot at zero). 0/8 orders used today. FOMC rate decision landed today 2pm ET; research feed confirms block_new_entries and correlation cap 2 -- both moot with a flat book. No positions to flag to Jordan. No halt warranted.

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