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Journal ·

Friday, May 22, 2026

Regime Risk-on

Market Regime

RISK-ON the regime engine's authoritative close-of-day read. VIX 16.76 (calm, no fear bid). Breadth 58.7% (575/979) of names above their 200-EMA (mixed — about half of names in primary uptrends). SPX closed 747.34 +11.5% vs its 200-EMA (670.03).

Key Macro Reads (real data)

MetricLevelRead
RegimeRISK-ONEngine close-of-day read
VIX16.76Calm no fear bid
Breadth >200-EMA58.7% (575/979)Mixed about half of names in primary uptrends
SPX close747.34+11.5% vs 200-EMA (670.03)

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 154-name universe; 9 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 2026-05-22. 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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