Ewan Li

Market scan

Jul 17, 2026

Research as of published 38-day delay

schemav2.0calls9
RegimeCHOP
breadth29.2% green5d-1.54%10d-0.20%Directional tradable
Vol state
  • short-gamma FULLY_NEGATIVE GEX both SPY & QQQ (vol-amplifying, not suppressing)
  • VRP FAIR both (SPY IV30 15.42 vs rv 15.72 = -0.3%
  • QQQ IV30 26.54 vs rv 30.73 = -4.19%, IV trailing realized)
  • front-end BACKWARDATION both (SPY 1.618x, QQQ 1.636x) event-loaded into FOMC 07-29 + mega-cap earnings
  • VIX 18.77 (+12.2% 1d / +24.9% 5d). NOT a premium-selling regime.

2 event-risk item(s) flagged.

  • MEDIUM3
  • WATCH3
  • ADVISORY2
  • DROP1
MEDIUM: 3 of 9WATCH: 3 of 9ADVISORY: 2 of 9DROP: 1 of 9
Tier mix — data table
Tier mix: tier and call count
TierCalls
MEDIUM3
WATCH3
ADVISORY2
DROP1

Directional book

5 calls

Sizing is removed from every call by policy — see the disclaimer.

ICE

MEDIUMShortlaneOI_FADE10d

OI_FADE carry-forward. Build declining and price finally rejecting the highs - the short is cooperating for the first time - but the 5d-net has not yet inverted, so no signal exit tonight. Held at starter, no add, watch for the next print to cross zero (LNG precedent).

Entry / trigger
entered 2026-07-13 @ $137.67 (SPY 749.17 conditional anchor)
Invalidation
Close back above the pre-build breakout level, OR the 5-day net call-OI build fully unwinds without downside follow-through. KNOWN SPEC DEFECT (flagged 07-15/07-16, still unfixed - a rule change must clear retro_harness.py --all first): clause 1 is untestable on ICE's monotonic-up path; clause 2 (5d-net unwind) is the only practically-firing clause and is NOT yet met (5d net +3,937, still positive but declining).
validated excess+2.07% (n=640)regime fit0.35fundamentalsCAUTIONrealized-2.22%
Key risks
  • First cooperative session since entry: intraday new high $144.55 rejected, closed down at $139.65 (-1.49%); 5d net-OI build declined +5,023 -> +3,937 with 3 of the last 4 prints negative/flat - mechanism trending toward the LNG-style sign-flip exit but not there yet
  • Own-name earnings 07-30 and FOMC 07-29 both inside the rolling h10 window add macro+idiosyncratic vol on top of a still-net-negative (-2.22%) position
  • Untestable invalidation clause 1 means the trade could keep bleeding without a clean mechanical exit short of the 5d-net crossing zero
Gates
regime crashPASS

PASS - s1_standdown FALSE

liquidityPASS

PASS - $139.65, ~$707M 20d $-ADV

clusterPASS

PASS - Financial Services, distinct from ORCL (Technology) and MAT (Consumer Cyclical); no collapse

fundamentalsNOTE

CAUTION carried (beat-streak + strong margins fight the short); not re-gated tonight - veto channel only, already priced into starter (not half) sizing at entry

event riskNOTE

CAUTION - own-name earnings 2026-07-30 sits at the h10 window edge (day 9); FOMC 07-29 inside the window. No incremental tier cut; tightened-monitoring flag, re-check as both dates approach.

MAT

MEDIUMShortlaneOI_FADE10d

OI_FADE carry-forward: build reasserting (signal live) while price pulled back today (invalidation gap widened) - the 'signal live, price thesis working slightly less badly' state. Held at starter, tight watch, no add; closest name to a clean non-signal invalidation.

Entry / trigger
entered 2026-07-10 @ $13.33 (SPY 754.95 conditional anchor)
Invalidation
Close > $16.50 (~52w-range midpoint reclaim), OR the 5-day net call-OI build fully unwinds. NOT hit ($14.30 vs $16.50; gap WIDENED to $2.20 from $1.85 as price pulled back). The 5d-net-unwind clause is moving the wrong way - build reasserted +9,525 -> +10,870.
validated excess+2.07% (n=640)regime fit0.50fundamentalsCONFIRMrealized-8.82%
Key risks
  • Worst position in the book at -8.82% running excess (improved ~1.6pp today as the +5.7% 07-16 pop partly reversed, $14.65 -> $14.30)
  • Signal contradiction: 5d net call-OI build REASSERTED to +10,870 (fresh Aug/Sep $16 calls) - the signal is live and strengthening even as the trade is deep underwater; framework has no stop beyond the $16.50 invalidation
  • Thinnest liquidity in the book; one more +5-6% session takes it to the $16.50 invalidation
Gates
regime crashPASS

PASS - s1_standdown FALSE

liquidityPASS

PASS - $14.30, ~$77.3M 20d $-ADV (thinnest cushion in the book, ~55% over the $50M floor)

clusterPASS

PASS - Consumer Cyclical, distinct from ORCL (Technology) and ICE (Financial Services). Shares sector with the vetoed ROST candidate; no double-exposure while ROST is watch-only.

fundamentalsNOTE

CONFIRM carried from entry; not re-gated tonight - veto channel only, cannot promote

event riskNOTE

CAUTION - own-name earnings 2026-08-04 outside window; FOMC 07-29 inside the rolling h10 window. Monitoring flag only.

ORCL

MEDIUMShortlaneMOM_SHORT10d

MOM_SHORT carry-forward: near-52w-low relative weakness, h10. Short thesis intact and not invalidated; held at starter, no add, tightened monitoring on bounce risk into FOMC.

Entry / trigger
entered 2026-07-13 @ $131.54 (SPY 749.17 conditional anchor)
Invalidation
RSI reclaims neutral (>45) AND close > $144.22 (both required). Tested tonight: RSI14 28.2 (needs >45), close $126.41 (needs >$144.22) - 0 of 2 met. Still $2.75 above the 52w-low ($123.66); pct_52w_range 0.0124.
validated excess+0.81% (n=273)regime fit0.45fundamentalsCAUTIONrealized+3.12%
Key risks
  • Deeply oversold (RSI 28.2, near 52w-low) mega-cap with $4.88B ADV - asymmetric squeeze/bounce risk if the broad index stabilizes into FOMC; the 07-14/07-15 precedent (front-loaded +3.10% excess given all back next session) is the live give-back pattern
  • Realized running excess +3.12% (down from +5.78% on 07-16 as ORCL bounced $124.21 -> $126.41) - a move above the lane's +0.81% mean; front-loaded excess in this lane has mean-reverted violently before
  • FOMC 07-29 inside the rolling h10 window with no hard time-stop and no company-specific anchor through the print
Gates
regime crashPASS

PASS - s1_standdown FALSE (SPY ret5d -1.545%, QQQ -4.161%); MOM_SHORT LIVE, unsuppressed

liquidityPASS

PASS - $126.41, ~$4.88B 20d $-ADV (mega-cap)

clusterPASS

PASS - Technology, distinct from ICE (Financial Services) and MAT (Consumer Cyclical); no correlation-cluster collapse across the held-shorts book

fundamentalsNOTE

CAUTION carried from 07-16 (short catalyst-corroborated by AI-capex/credit-risk narrative, NOT vetoed; extreme-oversold bounce risk drives the -1 tier). Not re-spawned tonight (HOLD, not new sizing) - veto channel only, cannot promote.

event riskNOTE

CAUTION - no company earnings inside window (next ER ~2026-09-08); FOMC 07-29 inside the rolling h10 window, no hard time-stop so the position rides through. Tightened-monitoring flag, not an additive tier cut.

MGY

ADVISORYLonglaneS4_pcr_fade10d

S4 PCR-high fade-LONG, advisory representative of tonight's 94-name cohort. Do NOT fire the call-heavy short mirror (measured negative).

Invalidation
Not sized - advisory PCR-fade conditioning; high PCR z-score, earnings-clean, catalyst spot-checked. Representative of a 94-name earnings-excluded fade-LONG cohort.
validated excess+0.71%regime fit0.40
Key risks
  • PCR contrarian fade is advisory-only per the lane design (+0.71%, small right-skew edge); never sized above watch on this evidence base. The extreme z-scores in the cohort (e.g. ULS z=53) are treated as outliers/data-artefacts, not conviction.
Gates
regime crashPASS

PASS - s1_standdown FALSE

liquidityPASS

PASS (lane floor) - clears $50M ADV / $5 price per the S4 screen

clusterNOTE

NOT EVALUATED - advisory conditioning list, not a sized cohort

fundamentalsNOTE

NOT SPAWNED - not about to be sized; catalyst spot-checked clear by the S4 lane

event riskPASS

PASS - earnings outside the h5-10 window (earnings-excluded survivor)

WSM

ADVISORYLonglaneS2_dp_revert5d

S2 dark-pool liquidity-reversion conditioning tag (long-tilted), clean earnings calendar. Advisory representative.

Invalidation
Not sized - conditioning-only tag (IC ~= 0, MODERATE), never ranked by size. BUY-side one-sided DP concentration ($165M, 97% one-sided).
validated excess+0.47%regime fit0.40
Key risks
  • Dark-pool one-sided concentration is news-gated and IC ~= 0 in this evidence base; do not rank or size. Representative of a 71-name clean cohort (FTNT excluded on a hard AI-platform catalyst).
Gates
regime crashPASS

PASS - s1_standdown FALSE

liquidityPASS

PASS (lane floor) - $228.41, ~$281M ADV

clusterNOTE

NOT EVALUATED - advisory conditioning list

fundamentalsNOTE

NOT SPAWNED - not about to be sized

event riskPASS

PASS - earnings 2026-08-26, outside the h3-5 window

Vol book

4

Non-directional, delta-neutral, net-of-cost — advisory only, 0 directional points.

SPY

vol_0dtebuy premium
Vol state
HIGH short-gamma / FULLY_NEGATIVE GEX, front-end backwardation 1.618x, VRP FAIR (-0.3%)
Implied move
0.68%
Expected range
1.21%

none - stand aside (size_scalar 0.0 from the validated 0DTE gate)

Stand aside VIX spiking (+2.0) short-vol left-tail regime; VRP fair means gross edge ~0 before the ~0.1% round-trip cost, net negative-to-flat; short-gamma + backwardation event-loaded into FOMC 07-29. Full stand-down, not half-size.

QQQ

vol_0dtebuy premium
Vol state
HIGH short-gamma / FULLY_NEGATIVE GEX, front-end backwardation 1.636x, VRP NEGATIVE (-4.19%, IV trailing realized)
Implied move
1.21%
Expected range
1.93%

none - stand aside (size_scalar 0.0)

Stand aside VRP already negative gross (selling cheap vol vs realized) - the worst setup for a seller net-of-cost; VIX spiking; short-gamma + backwardation compound the left-tail into the FOMC/earnings cluster. Full stand-down.

INTC

vol_earningssell premium
Vol state
IV rank 100; clean event hump: 07-22 (pre-ER) 92.0% -> 07-24 (brackets ER) 137.3% -> 07-27 119.2%; front-end-iv-ratio 1.348 backwardation
Implied move
15.20%
Expected range
20.00%

WATCH-AND-CONFIRM (not fire-now, ER 07-23 = 6d out). If confirmed: wide short strangle / iron condor on the 07-24 weekly, wings ~+/-18-20% (BEYOND the ~15.2% implied move; INTC gaps through narrow wings, no iron fly). Defined-risk, half-cap, net-of-cost.

Stand aside ADVISORY - re-verify IV-rank / kink integrity 1-2 sessions pre-print (07-21/22); no calibrated net-of-cost backtest in repo. NOTE: screener implied_move_perc field (0.53%) is contaminated by the same-day 0DTE expiry; the ~15.2% figure is derived from the bracketing 07-24 straddle IV.

NOW

vol_earningssell premium
Vol state
IV rank 96.9; kink 07-24 (brackets ER) 114.2% -> 07-31 92.1% -> 08-07 82.1%; front-end-iv-ratio 1.503 (strongest kink of the batch)
Implied move
12.60%
Expected range
16.50%

WATCH-AND-CONFIRM (not fire-now, ER 07-22 = 5d out). If confirmed: iron fly / wide short strangle on the 07-24 weekly, wings ~+/-15-18% (beyond the ~12.6% implied move). Defined-risk, half-cap, net-of-cost; 07-24 chain thinner than INTC (~4,631 contracts) - size down.

Stand aside ADVISORY - re-verify 1-2 sessions pre-print (07-20/21); no calibrated net-of-cost backtest in repo. Screener implied_move_perc (0.49%) contaminated by 0DTE expiry; 12.6% derived from bracketing 07-24 straddle IV.

Watch / stood-down

4
TickerTierLaneDirectionInvalidation
FROWATCHOI_FADEShortNot sized tonight. Fire ONLY if the 5-day net call-OI build persists as clean crowding after the Hormuz/Iran tanker-rate catalyst resolves (currently the build is headline-driven), the fundamentals CAUTION clears, and preferably not while opening a new h10 short straight into FOMC 07-29.
KLACWATCHMOM_SHORTShortNot sized - MOM_SHORT basket representative only. The near-52w-low cohort is populous in tonight's broad-down tape (~79 liquid names) but the leg is marginal in this event-loaded regime; documented as a basket/tail note, no per-name entry.
ROSTWATCHOI_FADEShortNot sized - watch-only pending a change in the fundamentals picture (deteriorating estimates, insider selling, end of the beat streak) that would remove the VETO.
CRNXDROPOI_FADEShortNot sized - structurally unsuited to OI_FADE until the Vertex deal resolves (expected Q3 close). Exclude from the OI-fade universe for the deal's duration, not just a one-night caution.

Lane status

No lane produced a conceptual fire without a sized call tonight.

Watchlist write-back

11

Carried forward to the next session's watchlist — not calls.

ORCLICEMATFROCRNXROSTKLACMGYWSMINTCNOW
Lane glossary (6)
MOM_SHORT
Momentum, short leg — near-52w-low relative weakness. Regime-gated against momentum-crash/squeeze rebounds (h10).
OI_FADE
OI-flow fade — fades persistent multi-day net call-OI building; heavy call-OI build precedes underperformance. The most robust lane measured (short, h10).
S4_pcr_fade
Sentiment contrarian — fades a put-heavy (high put/call ratio) crowd long; the only sentiment leg that measured positive. Advisory size only (h5-10).
S2_dp_revert
Liquidity reversion — fades an extreme one-sided dark-pool liquidity event as short-horizon mean reversion (long-tilted), news/earnings-gated (h3-5).
vol_0dte
Vol book — 0DTE variance-risk-premium premium-selling. Non-directional, delta-neutral, 0 directional points.
vol_earnings
Vol book — sells volatility into an earnings IV-crush. Non-directional, delta-neutral, 0 directional points.

Personal research journal · published on a ≥ 14-day delay · position sizes removed · not investment advice.