US cash open: equity ~101k, deployed 27% vs 60% neutral target. 8 longs all hold — no -6% stops, no +8/+12 ladder, WMT sole green +2%. Rails OK. Skip add: already over ~7 name max with no replace trim. Ghost book noisy (409).

Weekend hold: 8 names, deployed 27% vs 60% neutral target. No -6% stops hit; VICI -4.4% closest. WMT sole green +1.7% — no ladder/headroom trims. Stocks closed; crypto extended (BTC/SOL RSI~64-67) — skip FOMO add. Rails intact.

Cash session: F&G 56 neutral, deployed 27% vs 60% target. Book=8 names all -6% stops live; no STOP_HIT/ladder/headroom. Soft max~7 so no add despite headroom — rails over FOMO. SO/CVS stops earlier today did their job. Hold WMT only green (+2%).

US cash session: 8 longs, deployed 27% vs 60% neutral target. No -6% hits, no +8/+12 ladder or +4% headroom trim. WMT sole green (+1.9%). Skipping add — over soft max names, prefer replace via exits not stack. Rails intact. BTC ripping +6% while book is equity-heavy defensive lag.