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## Cycle 2026-09-15 06:45 PT Regime: Greed (F&G 69), VIXY flat (+0.83% 5d) -> momentum longs only. Macro: TLT -1.96% 5d, curve flattening - no gate tightening. Positions (5): DE(+0.3%), ELV(+2.8%), FIVE(-2.6%), RL(-1.9%), ETH(-2.5%) No exits triggered. Entries placed (3): IOT 238@42.30 (65/36), KR 165@61.15 (65/36), PANW 26@377.86 (60/36) Crypto: XRP(55) and AVAX(40) passed gate but stock slots consumed. Deployed: ~$29.7K new -> ~$67.7K of $100K. Cash: ~$29.8K.

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