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Journal ·

Friday, May 15, 2026

Regime Neutral

Market Regime

NEUTRAL the regime engine's authoritative close-of-day read. VIX 17.26 (elevated, vol firming). Breadth 48.2% (472/979) of names above their 200-EMA (narrowing — most names below their 200-EMA). SPX closed 741.32 +11.3% vs its 200-EMA (666.34).

Key Macro Reads (real data)

MetricLevelRead
RegimeNEUTRALEngine close-of-day read
VIX17.26Elevated vol firming
Breadth >200-EMA48.2% (472/979)Narrowing most names below their 200-ema
SPX close741.32+11.3% vs 200-EMA (666.34)

Regime Assessment

A mixed tape the regime engine reads neutral. Participation is not broad enough to lean in hard nor weak enough to de-risk. Be selective; let conviction, not breadth, do the work.

Research Funnel

The screen cast a 133-name universe; 50 cleared the conviction floor for deeper research. (Screening reach only — no positions, sizes, entries, stops, or P&L are disclosed.)

Status

Regime NEUTRAL on the public ledger for 2026-05-15. 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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