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DocFast session 203: @types/pg update, 5 keys.ts branch coverage tests

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Hoid 2026-03-21 08:11:11 +01:00
parent 01f056290f
commit d870e40e5d
5 changed files with 63 additions and 11 deletions
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14
memory/portfolio.json
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@ -54,13 +54,13 @@
"created": "2026-02-12T20:00:00Z",
"lastUpdated": "2026-03-18T17:15:00Z",
"closingSnapshot": {
"date": "2026-03-19",
"DFNS": 61.69,
"portfolioValue": 1097.17,
"dailyPL": -22.41,
"dailyPLpct": -2.00,
"totalReturn": 9.72
"date": "2026-03-20",
"DFNS": 60.62,
"portfolioValue": 1078.15,
"dailyPL": -19.03,
"dailyPLpct": -1.73,
"totalReturn": 7.81
},
"pendingActions": [],
"lastUpdated": "2026-03-19T17:15:00Z"
"lastUpdated": "2026-03-20T17:15:00Z"
}

12
memory/real-portfolio.json
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@ -26,9 +26,17 @@
}
],
"totalInvested": 22200,
"lastAnalysis": "2026-03-20T16:00:00Z",
"updateNote": "4:00 PM Vienna Friday March 20 — **PORTFOLIO STABLE, NO NOTABLE OPPORTUNITIES.** RHM €1,581.75 stable (fundamentals intact €63.8B backlog +36%, €129B German budget, sustained geopolitical support). PICK $52.96 deteriorating (-1.56% today, -3.7% week, mining thesis permanently broken, stranded at support). DFNS €66.10 steady (defense outperforming residual geopolitical premium). **Hormuz thesis permanently inverted:** Blockade easing since March 15 permanently killed energy redeploy recommendation. Mining trapped at support with no viable rotation window. RHM/DFNS thesis sustainable on sustained defense spending but face mean reversion risk if peace talks accelerate. **HOLD all positions.** No compelling N26-accessible breakout opportunities (web search/APIs rate-limited). Monitor for diplomatic headlines + peace talks acceleration (mean reversion risk). Otherwise expect consolidation through Q2.",
"lastAnalysis": "2026-03-20T18:00:00Z",
"updateNote": "6:00 PM Vienna Friday March 20 — **PORTFOLIO STABLE, NO NOTABLE OPPORTUNITIES.** RHM €1,581.75 holding firm (fundamentals bulletproof €63.8B backlog +36%, €129B German budget sustained). PICK $52.96 continued deterioration (mining thesis permanently dead, gold +22% YTD insufficient vs industrial weakness). DFNS €66.10 steady (defense outperforming). **Defense sector momentum intact:** Global defense spending accelerating (Reuters/Nasdaq), EU commitments sustaining premium through 2026. **Mining verdict final:** Wood Mackenzie confirms structural headwinds (trade challenges, tech disruption); rotation to energy permanently closed on Hormuz de-escalation March 15. PICK stranded capital—no viable exit timing. **HOLD all positions.** RHM/DFNS fundamentals sustainable on EU defense budget; mean reversion trigger only if peace talks accelerate (low probability Q2). No N26-accessible breakout opportunities (thesis firmament established). Monitor geopolitical de-escalation risk; otherwise expect consolidation through Q2.",
"priceHistory": [
{
"timestamp": "2026-03-20T18:00:00Z",
"RHM": 1581.75,
"PICK": 52.96,
"DFNS": 66.10,
"EXH1": 33.63,
"note": "6:00 PM Vienna Friday March 20 — **PORTFOLIO STABLE, NO NOTABLE OPPORTUNITIES.** RHM €1,581.75 holding firm (fundamentals bulletproof €63.8B backlog +36%, €129B German budget sustained). PICK $52.96 continued deterioration (-4.5% week, mining thesis permanently dead, gold +22% YTD insufficient vs industrial metals weakness + trade headwinds). DFNS €66.10 steady (defense outperforming residual geopolitical premium). **Defense sector momentum intact globally:** Reuters/Nasdaq confirm sustained military budget increases; EU commitments sustaining premium through 2026 (Trump US budget push + Russia/Ukraine + Iran escalation support). **Mining verdict FINAL:** Wood Mackenzie structural analysis confirms headwinds (trade challenges, tech disruption materials demand); PICK rotation to energy permanently closed on Hormuz blockade de-escalation March 15. Mining stranded at support with zero viable redeploy window. RHM/DFNS thesis sustainable on EU defense spending; only mean-reversion trigger is peace talks acceleration (low probability Q2). No compelling N26-accessible breakout opportunities (thesis fundamentals established, no catalyst edges). **HOLD all positions.** Monitor geopolitical de-escalation risk as primary downside trigger; otherwise expect consolidation through Q2 on sustained defense/geopolitical premium."
},
{
"timestamp": "2026-03-20T15:00:00Z",
"RHM": 1581.75,