Datum tickers failed: argument of type 'NoneType' is not iterable, using sector fallback
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ZAPAS: SECTOR ROTATION + REBALANCE + LOW BETA
Data: 8214 ticker-days, 119 days
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=== SEMI vs SOFTWARE ROTATION ===

=== SECTOR CAPITAL FLOW (today gap vs market) ===
  BUY 8:00 | HIGH + sector HOT (outperform)               N= 474 WR= 83.8% **
  BUY 8:00 | HIGH + sector COLD (underperform)            N= 465 WR= 75.3% 
  BUY 8:00 | HIGH + sector neutral                        N=1052 WR= 82.3% **

=== PER SECTOR (BUY 8:00 at HIGH) ===
  Communications                 N= 130  8:00= 82.3%  9:24= 58.5% **
  Consumer Discretionary         N= 124  8:00= 77.4%  9:24= 62.9% *
  Consumer Staples               N=  48  8:00= 81.2%  9:24= 62.5% **
  Energy                         N= 191  8:00= 80.6%  9:24= 54.5% **
  Financials                     N= 243  8:00= 79.4%  9:24= 49.4% *
  Health Care                    N= 251  8:00= 73.7%  9:24= 55.8% 
  Industrials                    N= 212  8:00= 81.1%  9:24= 55.7% **
  Materials                      N= 302  8:00= 82.1%  9:24= 49.0% **
  Technology                     N= 457  8:00= 87.3%  9:24= 55.8% ***
  Utilities                      N=  22  8:00= 59.1%  9:24= 45.5% 

=== LOW BETA / DEFENSIVE STOCKS ===
  BUY 8:00 | HIGH + DEFENSIVE sector                      N= 321 WR= 73.8% *
  BUY 8:00 | HIGH + CYCLICAL sector                       N=1074 WR= 83.5% **
  BUY 8:00 | HIGH + DEFENSIVE + SPY down                  N=  79 WR= 72.2% *
  BUY 8:00 | HIGH + CYCLICAL + SPY down                   N= 239 WR= 79.9% **
  BUY 8:00 | HIGH + DEFENSIVE + SPY up                    N=  84 WR= 75.0% **
  BUY 8:00 | HIGH + CYCLICAL + SPY up                     N= 339 WR= 86.7% ***
  BUY 9:24 | HIGH + DEFENSIVE + SPY down                  N=  79 WR= 58.2% 
  BUY 9:24 | HIGH + CYCLICAL + SPY down                   N= 239 WR= 52.7% 

=== MARKET PHASE (SPY trend + breadth) ===
  BUY 8:00 | HIGH + SPY uptrend                           N= 997 WR= 82.3% **
  BUY 8:00 | HIGH + SPY downtrend                         N= 794 WR= 78.3% 
  BUY 8:00 | HIGH + breadth>60%                           N= 407 WR= 77.4% 
  BUY 8:00 | HIGH + breadth<40%                           N= 733 WR= 82.3% **
  BUY 8:00 | HIGH + SPY dn + breadth<40 (bear)            N= 172 WR= 79.7% 
  BUY 8:00 | HIGH + SPY up + breadth>60 (bull)            N= 168 WR= 84.5% **

=== MONTH SEASONALITY (BUY 8:00 at HIGH) ===
  Jan   N=  410  WR= 83.2% **
  Feb   N=  446  WR= 82.3% **
  Mar   N=  458  WR= 79.3% *
  Apr   N=   66  WR= 71.2% 
  Oct   N=  156  WR= 83.3% **
  Nov   N=  198  WR= 80.3% **
  Dec   N=  257  WR= 80.2% **

DONE