Thesis confirmed. The window ended Jul 4 with
zero executive orders signed. The
White House presidential-actions feed for Jun 28–Jul 6 contains only a Jul 3
proclamation (250th Anniversary of the Declaration),
a Jun 29 proclamation (Morocco phosphate fertilizer emergency), and a Jun 29 memorandum ("Freedom to Fix"). The most recent EO on the
White House EO listing is
EO 14414, signed Jun 25 —
the Jun 29 "Signs Executive Orders" video was loose labeling of the proclamation + memo event, exactly as the original audit suspected.
Why exit rather than ride the last cent: the capital_free rule — scheduled close is Jul 18, 12 days out, past the ~7-day hold threshold. Early
settlement is conditional on complete
Federal Register data
(the resolution source), which was unreachable from the desk today (HTTP 403), so a late-posted in-window EO batch — the tail the original rationale itself flagged —
can't be fully excluded. NO bids 99¢ with ~8,500 contracts of depth: fully executable. Selling banks 12¢ of the 13¢ maximum, frees the capital, and kills the tail.
- Live quote (Kalshi API, 2026-07-06): YES 0 / 1¢; NO bid 99¢ × ~8,486; status active; can_close_early on complete FR data.
- Would we open NO at 99¢ today for a Jul 18 close? Marginal at best — which is the tiebreak for exit.