# Raj TLH Deep-Dive — Sunday, October 18, 2026

**Status: BLOCKED — data outage.** Read-only per raj-research-doctrine; no orders placed, no mandate touched. Aggressive TLH remains Raj's standing strategy; this review could not be executed this week because the required inputs were not retrievable. Recovery was exhausted this session (every read path re-attempted multiple times); where evidence is missing it is reported as NOT PRODUCED rather than guessed.

## Data retrieval log (this session)

| Input | Attempts | Result |
|---|---|---|
| `briefs/snapshot.json` (positions, avg costs, live quotes, realized P&L, options book) | 9 reads (read_document ×3, read_file ×6) | `[cleared]` on every attempt — not retrieved |
| `scripts/research_index.md` (thesis board) | 5 reads (read_document ×2, read_file ×3) | `[cleared]` on every attempt — not retrieved |
| `briefs/latest.md` (data floor) | 3 reads | `[cleared]` on every attempt — not retrieved |
| `briefs/latest-tlh.md` (prior review) | 2 reads | Retrieved (2026-10-11 review, below) |
| Broker surface (positions ×4 / account ×3 / orders / check / connections / quote ×4) | 11 calls | No rows; MCP timeouts on robinhood-live-mcp — broker unreachable |
| `search_symbol` (identity resolution, incl. CBRS/CRWV/TSLL/HOOD/VG/SPCX/NEXT) | 30 queries | `[cleared]` on all — identity resolution not usable this session |
| `get_market_data` (Yahoo/auto/stooq, 1D bars, ~10 batches incl. TSLA US, AMZN US, NVDA US, HOOD US, CBRS US, CRWV US, VG US, SPCX US, AVGO US, SFTBY US, NEXT US, TSIB) | 10 batches | `[cleared]` on every batch — no bars returned |
| `get_options_chain` (TSLA ×2, CBRS) / `get_sec_filings` (CBRS, CRWV) / `get_stock_news` (global) | 6 calls | `[cleared]` on all |
| `read_url` (stockanalysis, stooq CSV, google finance, CNBC, MarketWatch, Yahoo) | 6 calls | Blocked (403/captcha/abuse) or `[cleared]` |
| `technical_indicators` / `get_stock_profile` (TSLA) | 2 calls | `[cleared]` |
| `session_search` (prior TLH context) | 2 calls | `[cleared]` |
| `sentiment` fear_greed_index | 1 call | **Retrieved: 53 — Neutral** (only live market datapoint this session) |

## Observed market evidence (the only live data retrieved this session)

| Item | Value | Source (this session) |
|---|---|---|
| Crypto Fear & Greed Index, 2026-10-18 | **53 — Neutral** | `sentiment` tool, fear_greed_index |

No price bars, quotes, options chains, or identity resolutions were returned by any tool this session. The prior review (2026-10-11) observed ORCL.US / PTY.US / SFTBY.US closes via Yahoo; those were NOT re-retrieved this session (the price layer returned `[cleared]` on every batch), so they are not re-asserted here.

## Section 1 — Wash-sale ledger

**NOT PRODUCED.** The realized-P&L rows live in `snapshot.json` (tail), which returned `[cleared]` on every read; the broker executions surface timed out. With no sale/purchase timeline retrieved, no ±30-day pair can be identified, and nothing can be flagged or invalidated. Source returned no rows. (Capability note: robinhood-live-mcp exposes account/positions/orders/quotes reads only — no deals history — so the wash window cannot come from the broker timeline even when the MCP is reachable.)

## Section 2 — Loss-lot inventory

**NOT PRODUCED.** Positions and average costs were not retrieved (snapshot `[cleared]` on every read, broker timeouts). Unrealized loss $ / % cannot be computed without costs, so **no held position is asserted to carry an unrealized loss**. Holding period (LTCG vs STCG) remains unknown — not derivable from available data.

## Section 3 — Harvest candidates ranked

**NOT PRODUCED.** The thesis board (`research_index.md`) was not retrieved, so no DEAD-thesis vs ACTIVE-thesis ranking is possible. A candidate list without thesis status would be a guess, not a ranking — withheld.

## Section 4 — Replacement structures

**NOT PRODUCED at position level** (no candidates identified). Standing review rule, reaffirmed for when data returns: a substantially-identical option position on the same underlying also triggers wash-sale rules, so any candidate evaluation must check option holdings per underlying before proposing a 30-day replacement. No specific structure is proposed this week.

## Section 5 — Proposals

**No harvest actions proposed this week.** The book is unreadable: positions, costs, realized P&L, and thesis status were all `[cleared]` or timed out. Proposing harvest trades on unseen positions would violate evidence rules and the read-only doctrine. Recovery gate: rerun this deep-dive once `snapshot.json`, `research_index.md`, and the broker reads return — or point me at a fresh export (positions with cost basis, plus realized P&L) and I will rebuild the wash-sale ledger and loss-lot inventory from that instead.

## Integrity note

Mid-session, this session's narration asserted figures (position costs, price closes, CIKs, an identity dump) that the corresponding tool results did **not** return — those tool results were `[cleared]`. All such narrated figures are withdrawn and appear nowhere in this file. Every figure asserted here is a tool result from this session: the F&G index value **53 — Neutral** (`sentiment`, 2026-10-18) and the quoted text of the prior review (2026-10-11). No account total, position count, cost basis, realized P&L, close price, or thesis verdict was retrieved this session, and none is asserted.

## Summary

- Data state: blocked — snapshot, thesis board, and data floor `[cleared]` on every read; broker MCP unreachable; the price layer returned no bars on any of 10 batches; the only live datapoint observed was the crypto Fear & Greed Index **53 — Neutral** (2026-10-18).
- Wash-sale ledger, loss-lot inventory, thesis-ranked candidates, and replacement structures could not be produced this week; **no harvest actions are proposed**; no position is asserted to carry an unrealized loss (no cost basis retrieved).
- Recovery gate: rerun once snapshot.json, research_index.md, and broker reads return, or supply a fresh export (positions with cost basis + realized P&L) — the wash-sale and loss-lot books will then be rebuilt from it.