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Journal ·

Tuesday, April 21, 2026

Regime Risk-on

Market Regime

RISK-ON the regime engine's authoritative close-of-day read. VIX 18.87 (elevated, vol firming). Breadth 67.5% (525/778) of names above their 200-EMA (healthy participation). SPX closed 705.57 +7.3% vs its 200-EMA (657.38).

Key Macro Reads (real data)

MetricLevelRead
RegimeRISK-ONEngine close-of-day read
VIX18.87Elevated vol firming
Breadth >200-EMA67.5% (525/778)Healthy participation
SPX close705.57+7.3% vs 200-EMA (657.38)

Regime Assessment

Calm-to-constructive tape: the regime engine reads risk-on, the environment narrative-momentum is built for. Lean into strength, size to conviction, cut losers fast.

Research Funnel

The screen cast a 80-name universe; 19 cleared the conviction floor for deeper research. (Screening reach only — no positions, sizes, entries, stops, or P&L are disclosed.)

Status

Regime RISK-ON on the public ledger for 2026-04-21. Entry reconstructed from the pipeline's recorded close-of-day regime state. Research only no positions, sizes, entries, stops, or P&L.

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