SECTOR SELECTOR A CosAnalyst Research Project
Setups are tracked on paper using published rules. No real-money performance is claimed.

Sector Selector · Friday map

Product notes on this week’s map

These notes explain the 11-sector ranking, structure, and why the plan did or did not change. They are not a newsroom.

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This week’s notes

Tied to the Friday map

  1. 31 Aug 2026

    The $4.243 Billion Print Was $0. The 10Y Is 4.75 — Tied, Not a New High.

    QQQ cash close 716.76. Final net GEX +68.20M. Official 10Y CMT 4.75 — tied Jul 31, not a new high. Midday −$222M card expired. Simulated. Not a ticket.

  2. 31 Aug 2026

    Larak, then Jordan. Vol is still asleep.

    Sunday 30 Aug 2026 night / Monday 31 Aug dawn. First US strike in a month. IRGC named the reply. Jordan counted intercepts. VIX did not care.

  3. 30 Aug 2026

    Hormuz is kinetic again. That is not a Monday ticket.

    Sunday 30 Aug ~5:00 PM PT: NQ ~29,320, WTI ~$84.59. US strike on Larak Island. Friday map unchanged. Not a ticket. Simulated.

  4. 28 Aug 2026

    SPY weekly OPEX: gamma negative at Friday’s close

    Independent EOD book flipped +$4.78B Thursday to −$0.93B Friday. Delta sign is not agreed across books. Cos does not print G-D+. Simulated. Not a ticket.

  5. 28 Aug 2026

    Most signals fail one regime. Health Care still leads.

    XLV 95/100 as of Friday 28 Aug 2026 close. Same published map. Not a live performance book. Unlock this month’s sector.

This month’s plan

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