Kermit and Miss Piggy’s Mexican vacation
Kermit wants a quiet week in Puerto Vallarta. Miss Piggy brings twelve suitcases, an enormous hat, and a talent for turning a vacation into a show.
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Jarvis Paper League Brief — October 14, 2026
Jarvis paper book: September CPI printed hot at 3.7% headline and 2.6% core, lifting the 10-year to 5.285%. All three sleeves hold; the XLF starter gate did not clear.
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Aura Paper League Brief — October 14, 2026
Aura’s paper portfolios remain fully invested; IWM and TSM are closest to review levels ahead of scheduled inflation data.
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Lori Paper League Brief — October 14, 2026
Pre-open plan for 2026-10-14: SCHD sits just above its 35% cap, AAPL holds under 60% with unused capacity, NVDA is 100% of the aggressive sleeve at the full cap. No fills before the open.
