#11 HOA Sommerset — sign stipulation + send $5,609.30 down payment — DUE TODAY. The stipulation ¶5 contains a one-strike foreclosure clause. Brief verified to the penny (cure ~$16.9K vs 12-mo stip ~$29.6K) and sent to Asher/Mildred yesterday. Next step is execution: signature + fund transfer today. Also check: Di Masi waivers (#526, also Jun 26 deadline). Call Asher's office if no reply: 212.500.1312.
| Index / Asset | Level / Price | Move | Source |
|---|---|---|---|
| S&P 500 Futures | ~7,367 | -0.7% | WebSearch |
| Nasdaq 100 Futures | — | -1.6% | WebSearch |
| NVDA | $192.74 | -1.5% pre-mkt | WebSearch |
| AAPL | — | -6.1% yesterday | WebSearch |
| META | — | -2.7% yesterday | WebSearch |
| ASML | $1,612.76 | +0.44% | WebSearch (Jun 24-25) |
| Micron (MU) | — | +15.7% | WebSearch (earnings) |
| Oil (WTI) | ~$70 | declining | WebSearch |
| BTC / ETH | unavailable | — | CoinGecko blocked (403) |
| SPY, GOOG, AMZN, COST, LLY, ABBV | unavailable | — | not pulled this run |
Key event today 8:30 AM ET: PCE inflation — expected 3.4% core (3-year high). Fed already moved hawkish: 9/18 officials now project at least one rate hike in 2026. Trump tariffs = largest US tax increase since 1993 (~$1,500/household). AAPL selloff triggered by price hikes on Macs/iPads/home devices. Korean Kospi -8%, trading halted. Asian equities -3.2%. Micron +15.7% on strong earnings is the lone chip bright spot.
Last broker-verified equity: ~$21,725 (6/12 recon, GREEN ×5). Any figure ~$30K is a known phantom. MIS engine is FROZEN — no deploys.
| Ticker | Exposure | MIS Verdict | Today Tape |
|---|---|---|---|
| META | ~50% concentration | EXIT | -2.7% yesterday — in your face |
| ASML | 2.5 sh (trimmed) | — | +0.44% (stale, Jun 24) |
| SPY | 7 sh (trimmed) | — | futures -0.7% |
| IBIT | 10 sh (Schwab) | — | crypto unavailable |
| NVDA | in universe | — | -1.5% pre-mkt |
MIS HOLDS are NOT live — last import was 6/12. Live recon = fn=portrecon in-session. META -2.7% yesterday + engine=EXIT + ~50% concentration = if you're adding, don't.
Also staged (from Jun 25 session, not yet deployed): ops-api bundle — 5609 available + mis-bridge + grocery-remove + bee-send key + cache-buster. Ships in ONE deploy via secret-inherit. Safe to run after HOA is handled.
| When | Event |
|---|---|
| Today 8:55–10:10 AM | Shacharis (davening block — nothing before 10:30 AM) |
| Today 8:15–8:50 PM | Mincha / Maariv (Kaddish as avel) |
| Tonight (Erev Shabbos) | Shabbos begins — market closes 4 PM, candles tonight |
| Sun Jun 28 · 12:30–1:30 PM | Father's Yartzeit — Kever (ר׳ חיים צבי בן ר׳ מרדכי יצחק ע״ה · 13 Tammuz 5786) |
| Sun Jun 28 · 5:00–7:00 PM | Seudas Yahrzeit (Father) |
Today is Erev Shabbos — window for phone calls / banking = 10:30 AM–3:30 PM. Father's yartzeit Sunday (13 Tammuz) is 2 days out. Calendar confirmed live via Google Calendar MCP.
/home/user/hookstreet-workspace/outputs/2026-06-26_07-35_briefing_morning-spine.html4d51d95 (zee78900/hookstreet-workspace)