Day: September 24, 2026

Pre-open plan for the three Simon sleeves on 2026-09-24: fully deployed books, $296.69 total cash, a 5.114% 10-year, WTI at $93.72 and Costco’s after-close print as the dated catalysts.

Aura enters the September 24 paper session fully invested, with defensive review levels intact and semiconductor concentration the main risk.